?>
Logo

ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ADAPTHEALTH CORP has sponsored the creation of one or more 401k plans.

Company Name:ADAPTHEALTH CORP
Employer identification number (EIN):455553972
NAIC Classification:446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER MURRAY
0012016-01-01CHRISTOPHER MURRAY
0012015-01-01CHRISTOPHER MURRAY
0012015-01-01
0012014-08-15
0012014-01-01CHRISTOPHER MURRAY

Plan Statistics for ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-016,762
Total number of active participants reported on line 7a of the Form 55002022-01-0110,667
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011,070
Total of all active and inactive participants2022-01-0111,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0111,739
Number of participants with account balances2022-01-015,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01162
2021: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-015,251
Total number of active participants reported on line 7a of the Form 55002021-01-016,102
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01652
Total of all active and inactive participants2021-01-016,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-016,762
Number of participants with account balances2021-01-012,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,759
Total number of active participants reported on line 7a of the Form 55002020-01-014,585
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01415
Total of all active and inactive participants2020-01-015,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-015,001
Number of participants with account balances2020-01-011,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012,034
Total number of active participants reported on line 7a of the Form 55002019-01-012,748
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-012,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,759
Number of participants with account balances2019-01-012,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,172
Total number of active participants reported on line 7a of the Form 55002018-01-011,603
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01430
Total of all active and inactive participants2018-01-012,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,034
Number of participants with account balances2018-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01316
2017: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01942
Total number of active participants reported on line 7a of the Form 55002017-01-01877
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01295
Total of all active and inactive participants2017-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,172
Number of participants with account balances2017-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01174
2016: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01742
Total number of active participants reported on line 7a of the Form 55002016-01-01903
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01942
Number of participants with account balances2016-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01753
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01388
Total of all active and inactive participants2015-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01742
Number of participants with account balances2015-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01206
2014: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-08-150
Total number of active participants reported on line 7a of the Form 55002014-08-15753
Number of retired or separated participants receiving benefits2014-08-150
Number of other retired or separated participants entitled to future benefits2014-08-150
Total of all active and inactive participants2014-08-15753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-150
Total participants2014-08-15753
Number of participants with account balances2014-08-15752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-15121
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-01753
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01753
Number of participants with account balances2014-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01121

Financial Data on ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$32,503,249
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$14,653,031
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,326,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,912,569
Expenses. Certain deemed distributions of participant loans2022-12-31$43,575
Value of total corrective distributions2022-12-31$129,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,881,087
Value of total assets at end of year2022-12-31$98,984,407
Value of total assets at beginning of year2022-12-31$68,154,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$240,815
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$88,583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$351,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$351,225
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,005,196
Participant contributions at end of year2022-12-31$2,234,281
Participant contributions at beginning of year2022-12-31$1,283,356
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,957,708
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$240,815
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,673,529
Value of net assets at end of year (total assets less liabilities)2022-12-31$98,984,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,154,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,724,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,138,118
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$88,558
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$86,022,320
Value of interest in common/collective trusts at beginning of year2022-12-31$55,733,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,109,792
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-12,558,072
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$4,918,183
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,912,569
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAILLIE LLP
Accountancy firm EIN2022-12-31231518888
2021 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,883,953
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,400,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,901,478
Value of total corrective distributions2021-12-31$238,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,345,907
Value of total assets at end of year2021-12-31$68,154,687
Value of total assets at beginning of year2021-12-31$47,670,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$260,461
Total interest from all sources2021-12-31$39,139
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$149,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$149,239
Administrative expenses professional fees incurred2021-12-31$202,461
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,132,447
Participant contributions at end of year2021-12-31$1,283,356
Participant contributions at beginning of year2021-12-31$608,647
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,923,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,483,727
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,154,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,670,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,138,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,808,598
Interest on participant loans2021-12-31$39,139
Value of interest in common/collective trusts at end of year2021-12-31$55,733,213
Value of interest in common/collective trusts at beginning of year2021-12-31$40,253,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,373,290
Net investment gain or loss from common/collective trusts2021-12-31$4,976,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,290,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,901,478
Contract administrator fees2021-12-31$58,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAILLIE LLP
Accountancy firm EIN2021-12-31231518888
2020 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,394,876
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,251,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,955,291
Value of total corrective distributions2020-12-31$50,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,384,938
Value of total assets at end of year2020-12-31$47,670,960
Value of total assets at beginning of year2020-12-31$26,527,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$246,087
Total interest from all sources2020-12-31$27,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$72,424
Administrative expenses professional fees incurred2020-12-31$44,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,896,839
Participant contributions at end of year2020-12-31$608,647
Participant contributions at beginning of year2020-12-31$491,203
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,081,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,143,085
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,670,960
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,527,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$70,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,808,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,837,081
Interest on participant loans2020-12-31$27,736
Value of interest in common/collective trusts at end of year2020-12-31$40,253,507
Value of interest in common/collective trusts at beginning of year2020-12-31$24,198,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$963,494
Net investment gain or loss from common/collective trusts2020-12-31$4,946,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,406,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,955,291
Contract administrator fees2020-12-31$130,782
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAILLIE LLP
Accountancy firm EIN2020-12-31231518888
2019 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,032,656
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,731,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,569,385
Value of total corrective distributions2019-12-31$9,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,558,505
Value of total assets at end of year2019-12-31$26,527,875
Value of total assets at beginning of year2019-12-31$23,226,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,080
Total interest from all sources2019-12-31$29,930
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$34,511
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,296,662
Participant contributions at end of year2019-12-31$491,203
Participant contributions at beginning of year2019-12-31$543,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,261,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,301,045
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,527,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,226,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,837,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,178,696
Interest on participant loans2019-12-31$29,750
Value of interest in common/collective trusts at end of year2019-12-31$24,198,868
Value of interest in common/collective trusts at beginning of year2019-12-31$21,504,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$376,065
Net investment gain or loss from common/collective trusts2019-12-31$4,033,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,569,385
Contract administrator fees2019-12-31$96,875
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAILLIE LLP
Accountancy firm EIN2019-12-31231518888
2018 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$16,956,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$162,655
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,299,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,227,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,050,164
Value of total assets at end of year2018-12-31$23,226,830
Value of total assets at beginning of year2018-12-31$9,407,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,183
Total interest from all sources2018-12-31$17,519
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$24,157
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,387,000
Participant contributions at end of year2018-12-31$543,518
Participant contributions at beginning of year2018-12-31$186,033
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$663,164
Other income not declared elsewhere2018-12-31$6,092
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,137,183
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,226,830
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,407,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,178,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,094,743
Interest on participant loans2018-12-31$17,519
Value of interest in common/collective trusts at end of year2018-12-31$21,504,616
Value of interest in common/collective trusts at beginning of year2018-12-31$123,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-223,237
Net investment gain/loss from pooled separate accounts2018-12-31$-138,415
Net investment gain or loss from common/collective trusts2018-12-31$-1,573,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,227,655
Contract administrator fees2018-12-31$52,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAILLIE LLP
Accountancy firm EIN2018-12-31231518888
2017 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,223,320
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,267,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,181,522
Expenses. Certain deemed distributions of participant loans2017-12-31$56,472
Value of total corrective distributions2017-12-31$9,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$989,546
Value of total assets at end of year2017-12-31$9,407,346
Value of total assets at beginning of year2017-12-31$9,451,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,377
Total interest from all sources2017-12-31$10,377
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$769,260
Participant contributions at end of year2017-12-31$186,033
Participant contributions at beginning of year2017-12-31$256,014
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,093
Total non interest bearing cash at end of year2017-12-31$2,622
Total non interest bearing cash at beginning of year2017-12-31$2,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-44,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,407,346
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,451,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,094,743
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,091,549
Interest on participant loans2017-12-31$10,377
Value of interest in common/collective trusts at end of year2017-12-31$123,948
Value of interest in common/collective trusts at beginning of year2017-12-31$101,821
Net investment gain/loss from pooled separate accounts2017-12-31$1,223,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,181,522
Contract administrator fees2017-12-31$20,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAILLIE LLP
Accountancy firm EIN2017-12-31231518888
2016 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,625,768
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,259,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,201,256
Value of total corrective distributions2016-12-31$6,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$954,801
Value of total assets at end of year2016-12-31$9,451,662
Value of total assets at beginning of year2016-12-31$9,085,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,652
Total interest from all sources2016-12-31$11,108
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$51,652
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$843,355
Participant contributions at end of year2016-12-31$256,014
Participant contributions at beginning of year2016-12-31$266,141
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,446
Other income not declared elsewhere2016-12-31$1,772
Total non interest bearing cash at end of year2016-12-31$2,278
Total non interest bearing cash at beginning of year2016-12-31$36,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$366,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,451,662
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,085,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$9,091,549
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,686,328
Interest on participant loans2016-12-31$11,108
Value of interest in common/collective trusts at end of year2016-12-31$101,821
Value of interest in common/collective trusts at beginning of year2016-12-31$96,220
Net investment gain/loss from pooled separate accounts2016-12-31$658,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,201,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAILLIE LLP
Accountancy firm EIN2016-12-31231518888
2015 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$660,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$909,038
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,148,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,141,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,032,225
Value of total assets at end of year2015-12-31$9,085,566
Value of total assets at beginning of year2015-12-31$9,664,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,498
Total interest from all sources2015-12-31$9,418
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$984,457
Participant contributions at end of year2015-12-31$266,141
Participant contributions at beginning of year2015-12-31$136,765
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,268
Total non interest bearing cash at end of year2015-12-31$36,877
Total non interest bearing cash at beginning of year2015-12-31$208,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,239,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,085,566
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,664,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,686,328
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,274,600
Interest on participant loans2015-12-31$9,418
Value of interest in common/collective trusts at end of year2015-12-31$96,220
Value of interest in common/collective trusts at beginning of year2015-12-31$44,450
Net investment gain/loss from pooled separate accounts2015-12-31$-132,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,141,015
Contract administrator fees2015-12-31$7,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAILLIE LLP
Accountancy firm EIN2015-12-31231518888
2014 : ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$10,059,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$303,144
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$698,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$695,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$298,269
Value of total assets at end of year2014-12-31$9,664,218
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,316
Total interest from all sources2014-12-31$2,339
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$248,914
Participant contributions at end of year2014-12-31$136,765
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,355
Administrative expenses (other) incurred2014-12-31$2,316
Total non interest bearing cash at end of year2014-12-31$208,403
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-395,128
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,664,218
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,274,600
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,339
Value of interest in common/collective trusts at end of year2014-12-31$44,450
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$2,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$695,956
Contract administrator fees2014-12-31$2,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAILLIE LLP
Accountancy firm EIN2014-12-31231518888

Form 5500 Responses for ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST

2022: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-08-15Type of plan entitySingle employer plan
2014-08-15First time form 5500 has been submittedYes
2014-08-15Submission has been amendedYes
2014-08-15This return/report is a short plan year return/report (less than 12 months)Yes
2014-08-15Plan funding arrangement – InsuranceYes
2014-08-15Plan funding arrangement – TrustYes
2014-08-15Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114441
Policy instance 1
Insurance contract or identification number114441
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $760
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees760
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114441
Policy instance 1
Insurance contract or identification number114441
Number of Individuals Covered474
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,149
Total amount of fees paid to insurance companyUSD $19,349
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19349
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $18,149
Insurance broker nameROYAL ALLIANCE ASSOCIATES INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3