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HEALTHCARE SERVICES 401(K) PLAN 401k Plan overview

Plan NameHEALTHCARE SERVICES 401(K) PLAN
Plan identification number 001

HEALTHCARE SERVICES 401(K) PLAN 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.

401k Sponsoring company profile

PRIORITY CARE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:PRIORITY CARE GROUP, LLC
Employer identification number (EIN):473178418
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about PRIORITY CARE GROUP, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2015-02-19
Company Identification Number: 4713331
Legal Registered Office Address: 791 FLANDERS DRIVE
Nassau
VALLEY STREAM
United States of America (USA)
11581

More information about PRIORITY CARE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE SERVICES 401(K) PLAN

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
0012019-01-01
0012018-01-01
0012017-01-01FAY WIESE
0012016-01-01FAY WIESE2017-10-09
0012015-01-01ERIC UNGAR2016-08-01

Plan Statistics for HEALTHCARE SERVICES 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE SERVICES 401(K) PLAN

Measure Date Value
2022: HEALTHCARE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,792
Total number of active participants reported on line 7a of the Form 55002022-01-014,161
Number of retired or separated participants receiving benefits2022-01-01125
Number of other retired or separated participants entitled to future benefits2022-01-01216
Total of all active and inactive participants2022-01-014,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,502
Number of participants with account balances2022-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTHCARE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,506
Total number of active participants reported on line 7a of the Form 55002021-01-014,454
Number of retired or separated participants receiving benefits2021-01-01108
Number of other retired or separated participants entitled to future benefits2021-01-01230
Total of all active and inactive participants2021-01-014,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,792
Number of participants with account balances2021-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTHCARE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,552
Total number of active participants reported on line 7a of the Form 55002020-01-013,119
Number of retired or separated participants receiving benefits2020-01-0167
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-013,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,401
Number of participants with account balances2020-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTHCARE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,853
Total number of active participants reported on line 7a of the Form 55002019-01-012,606
Number of retired or separated participants receiving benefits2019-01-0153
Number of other retired or separated participants entitled to future benefits2019-01-01222
Total of all active and inactive participants2019-01-012,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,881
Number of participants with account balances2019-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTHCARE SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,491
Total number of active participants reported on line 7a of the Form 55002018-01-014,278
Number of retired or separated participants receiving benefits2018-01-0172
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-014,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,525
Number of participants with account balances2018-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTHCARE SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,263
Total number of active participants reported on line 7a of the Form 55002017-01-014,138
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-014,219
Total participants2017-01-014,219
Number of participants with account balances2017-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on HEALTHCARE SERVICES 401(K) PLAN

Measure Date Value
2022 : HEALTHCARE SERVICES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,159,395
Total of all expenses incurred2022-12-31$1,503,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,273,958
Expenses. Certain deemed distributions of participant loans2022-12-31$32,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,837,835
Value of total assets at end of year2022-12-31$16,189,230
Value of total assets at beginning of year2022-12-31$18,852,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$196,627
Total interest from all sources2022-12-31$20,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$196,627
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,661,736
Participant contributions at end of year2022-12-31$461,705
Participant contributions at beginning of year2022-12-31$365,294
Participant contributions at end of year2022-12-31$14,264
Participant contributions at beginning of year2022-12-31$27,797
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$128,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,662,905
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,189,230
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,852,135
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
Value of interest in pooled separate accounts at end of year2022-12-31$15,666,013
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,400,912
Interest on participant loans2022-12-31$20,680
Net investment gain/loss from pooled separate accounts2022-12-31$-3,017,910
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
Contributions received in cash from employer2022-12-31$47,248
Employer contributions (assets) at end of year2022-12-31$47,248
Employer contributions (assets) at beginning of year2022-12-31$58,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,273,958
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEITZEL, LUKE SALOPEK, INC.
Accountancy firm EIN2022-12-31341316056
2021 : HEALTHCARE SERVICES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,207,838
Total of all expenses incurred2021-12-31$2,099,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,869,471
Value of total corrective distributions2021-12-31$18,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,308,187
Value of total assets at end of year2021-12-31$18,852,135
Value of total assets at beginning of year2021-12-31$15,743,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,012
Total interest from all sources2021-12-31$18,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$211,012
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,654,215
Participant contributions at end of year2021-12-31$365,294
Participant contributions at beginning of year2021-12-31$390,556
Participant contributions at end of year2021-12-31$27,797
Participant contributions at beginning of year2021-12-31$27,335
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,595,840
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$3,108,385
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,852,135
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,743,750
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 pooled separate accounts at end of year2021-12-31$18,400,912
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,264,841
Interest on participant loans2021-12-31$18,825
Net investment gain/loss from pooled separate accounts2021-12-31$1,880,826
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$58,132
Employer contributions (assets) at end of year2021-12-31$58,132
Employer contributions (assets) at beginning of year2021-12-31$61,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,869,471
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 name2021-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2021-12-31341316056
2020 : HEALTHCARE SERVICES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,704,718
Total of all expenses incurred2020-12-31$940,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$744,150
Expenses. Certain deemed distributions of participant loans2020-12-31$27,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,932,530
Value of total assets at end of year2020-12-31$15,743,750
Value of total assets at beginning of year2020-12-31$12,979,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$168,444
Total interest from all sources2020-12-31$19,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$168,444
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,426,455
Participant contributions at end of year2020-12-31$390,556
Participant contributions at beginning of year2020-12-31$330,066
Participant contributions at end of year2020-12-31$27,335
Participant contributions at beginning of year2020-12-31$19,285
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$445,057
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$2,764,318
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,743,750
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,979,432
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
Value of interest in pooled separate accounts at end of year2020-12-31$15,264,841
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,560,584
Interest on participant loans2020-12-31$19,845
Net investment gain/loss from pooled separate accounts2020-12-31$1,752,343
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$61,018
Employer contributions (assets) at end of year2020-12-31$61,018
Employer contributions (assets) at beginning of year2020-12-31$69,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$744,150
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 name2020-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2020-12-31341316056
2019 : HEALTHCARE SERVICES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,622,152
Total income from all sources (including contributions)2019-12-31$3,622,152
Total of all expenses incurred2019-12-31$1,276,594
Total of all expenses incurred2019-12-31$1,276,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,125,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,125,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,700,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,700,288
Value of total assets at end of year2019-12-31$12,979,432
Value of total assets at end of year2019-12-31$12,979,432
Value of total assets at beginning of year2019-12-31$10,633,874
Value of total assets at beginning of year2019-12-31$10,633,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,484
Total interest from all sources2019-12-31$16,966
Total interest from all sources2019-12-31$16,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$151,484
Administrative expenses professional fees incurred2019-12-31$151,484
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,482,921
Contributions received from participants2019-12-31$1,482,921
Participant contributions at end of year2019-12-31$330,066
Participant contributions at end of year2019-12-31$330,066
Participant contributions at beginning of year2019-12-31$272,340
Participant contributions at beginning of year2019-12-31$272,340
Participant contributions at end of year2019-12-31$19,285
Participant contributions at end of year2019-12-31$19,285
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,010
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,010
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$2,345,558
Value of net income/loss2019-12-31$2,345,558
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,979,432
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,979,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,633,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,633,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,560,584
Value of interest in pooled separate accounts at end of year2019-12-31$12,560,584
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,296,879
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,296,879
Interest on participant loans2019-12-31$16,966
Interest on participant loans2019-12-31$16,966
Net investment gain/loss from pooled separate accounts2019-12-31$1,904,898
Net investment gain/loss from pooled separate accounts2019-12-31$1,904,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,357
Contributions received in cash from employer2019-12-31$82,357
Employer contributions (assets) at end of year2019-12-31$69,497
Employer contributions (assets) at end of year2019-12-31$69,497
Employer contributions (assets) at beginning of year2019-12-31$64,655
Employer contributions (assets) at beginning of year2019-12-31$64,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,125,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,125,110
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEASE & ASSOCIATES, LLC
Accountancy firm name2019-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31364267431
Accountancy firm EIN2019-12-31364267431
2018 : HEALTHCARE SERVICES 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,707,294
Total of all expenses incurred2018-12-31$1,404,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,270,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,141,920
Value of total assets at end of year2018-12-31$10,633,874
Value of total assets at beginning of year2018-12-31$10,331,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$134,540
Total interest from all sources2018-12-31$12,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$134,540
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,621,822
Participant contributions at end of year2018-12-31$272,340
Participant contributions at beginning of year2018-12-31$288,519
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,467
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$453,439
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$6,426
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$302,523
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,633,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,331,351
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
Value of interest in pooled separate accounts at end of year2018-12-31$10,296,879
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,997,502
Interest on participant loans2018-12-31$12,199
Net investment gain/loss from pooled separate accounts2018-12-31$-446,825
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
Contributions received in cash from employer2018-12-31$66,659
Employer contributions (assets) at end of year2018-12-31$64,655
Employer contributions (assets) at beginning of year2018-12-31$35,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,270,231
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 name2018-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31364267431
2017 : HEALTHCARE SERVICES 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,648,782
Total of all expenses incurred2017-12-31$971,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$863,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,659,250
Value of total assets at end of year2017-12-31$10,331,351
Value of total assets at beginning of year2017-12-31$5,654,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,342
Total interest from all sources2017-12-31$12,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$108,342
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
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$1,545,156
Participant contributions at end of year2017-12-31$288,519
Participant contributions at beginning of year2017-12-31$212,101
Participant contributions at end of year2017-12-31$3,467
Participant contributions at beginning of year2017-12-31$16,081
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,073,865
Total non interest bearing cash at end of year2017-12-31$6,426
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$4,677,152
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,331,351
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,654,199
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$9,997,502
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,403,397
Interest on participant loans2017-12-31$12,507
Net investment gain/loss from pooled separate accounts2017-12-31$977,025
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$40,229
Employer contributions (assets) at end of year2017-12-31$35,437
Employer contributions (assets) at beginning of year2017-12-31$22,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$863,288
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 name2017-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31364267431

Form 5500 Responses for HEALTHCARE SERVICES 401(K) PLAN

2022: HEALTHCARE SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHCARE SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHCARE SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTHCARE SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHCARE SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHCARE SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan 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 number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered764
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $82,673
Total amount of fees paid to insurance companyUSD $46,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,673
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $84,808
Total amount of fees paid to insurance companyUSD $46,134
Commission paid to Insurance BrokerUSD $84,808
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $71,935
Total amount of fees paid to insurance companyUSD $20,239
Commission paid to Insurance BrokerUSD $65,216
Insurance broker organization code?4
Amount paid for insurance broker fees20239
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered745
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $74,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,933
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered763
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $44,469
Total amount of fees paid to insurance companyUSD $6,484
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,303
Insurance broker organization code?4
Amount paid for insurance broker fees6484
Insurance broker nameINTAC ACTUARIAL SERVICES

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