401k Plan data: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST plan

TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST
Plan identification number	001

TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

TRANSFORMANT HEALTHCARE SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC

Employer identification number (EIN): 474356752

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 KRISTIN CORNWELL BRENT SHEAR 2019-07-17
001 2017-01-01 KRISTIN CORNWELL BRENT SHEAR 2018-07-18
001 2016-01-01 KRISTIN CORNWELL JILL LEWANDOWSKI 2017-09-21
001 2016-01-01 BRENT SHEAR 2019-07-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	KRISTIN CORNWELL	BRENT SHEAR	2019-07-17
001	2017-01-01	KRISTIN CORNWELL	BRENT SHEAR	2018-07-18
001	2016-01-01	KRISTIN CORNWELL	JILL LEWANDOWSKI	2017-09-21
001	2016-01-01		BRENT SHEAR	2019-07-16

Plan Statistics for TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,315
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,779
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 741
Total of all active and inactive participants 2019-01-01 2,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 2,539
Number of participants with account balances 2019-01-01 2,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 96
2018: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,267
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,753
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 546
Total of all active and inactive participants 2018-01-01 2,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 2,315
Number of participants with account balances 2018-01-01 2,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 47
2017: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,103
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,759
Number of retired or separated participants receiving benefits 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 492
Total of all active and inactive participants 2017-01-01 2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 2,267
Number of participants with account balances 2017-01-01 2,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 58
2016: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,546
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 545
Total of all active and inactive participants 2016-01-01 2,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 2,103
Number of participants with account balances 2016-01-01 2,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 67

Measure	Date	Value
2019: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,315
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,779
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	741
Total of all active and inactive participants	2019-01-01	2,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	2,539
Number of participants with account balances	2019-01-01	2,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	96
2018: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,267
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,753
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	546
Total of all active and inactive participants	2018-01-01	2,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	2,315
Number of participants with account balances	2018-01-01	2,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	47
2017: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,103
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,759
Number of retired or separated participants receiving benefits	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	492
Total of all active and inactive participants	2017-01-01	2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	2,267
Number of participants with account balances	2017-01-01	2,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	58
2016: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,546
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	545
Total of all active and inactive participants	2016-01-01	2,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	2,103
Number of participants with account balances	2016-01-01	2,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	67

Financial Data on TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2019 : TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$66,199,958
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$13,201,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,992,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$19,697,148
Value of total assets at end of year	2019-12-31	$266,556,506
Value of total assets at beginning of year	2019-12-31	$213,558,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$208,847
Total interest from all sources	2019-12-31	$86,279
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,561,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,561,964
Administrative expenses professional fees incurred	2019-12-31	$208,847
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,656,992
Participant contributions at end of year	2019-12-31	$1,788,877
Participant contributions at beginning of year	2019-12-31	$1,544,319
Participant contributions at end of year	2019-12-31	$9,158
Participant contributions at beginning of year	2019-12-31	$13,802
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$761,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$52,998,453
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$266,556,506
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$213,558,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$251,143,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$196,146,205
Interest on participant loans	2019-12-31	$86,279
Value of interest in common/collective trusts at end of year	2019-12-31	$5,905,633
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,785,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$37,854,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$10,278,493
Employer contributions (assets) at end of year	2019-12-31	$7,708,901
Employer contributions (assets) at beginning of year	2019-12-31	$7,068,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,992,658
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$6,070,092
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$12,720,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,521,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$18,317,628
Value of total assets at end of year	2018-12-31	$213,558,053
Value of total assets at beginning of year	2018-12-31	$220,208,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$198,748
Total interest from all sources	2018-12-31	$75,495
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,894,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$7,894,702
Administrative expenses professional fees incurred	2018-12-31	$198,748
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,960,050
Participant contributions at end of year	2018-12-31	$1,544,319
Participant contributions at beginning of year	2018-12-31	$1,709,795
Participant contributions at end of year	2018-12-31	$13,802
Participant contributions at beginning of year	2018-12-31	$15,564
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$913,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,650,598
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$213,558,053
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$220,208,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$196,146,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$204,332,724
Interest on participant loans	2018-12-31	$75,495
Value of interest in common/collective trusts at end of year	2018-12-31	$8,785,037
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,094,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-20,217,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$9,444,363
Employer contributions (assets) at end of year	2018-12-31	$7,068,690
Employer contributions (assets) at beginning of year	2018-12-31	$7,055,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,521,942
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$49,858,330
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,918,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,728,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$18,534,225
Value of total assets at end of year	2017-12-31	$220,208,651
Value of total assets at beginning of year	2017-12-31	$177,268,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$189,945
Total interest from all sources	2017-12-31	$71,877
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,184,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,184,995
Administrative expenses professional fees incurred	2017-12-31	$189,945
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$7,534,017
Participant contributions at end of year	2017-12-31	$1,709,795
Participant contributions at beginning of year	2017-12-31	$1,543,248
Participant contributions at end of year	2017-12-31	$15,564
Participant contributions at beginning of year	2017-12-31	$186,365
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,506,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$42,940,204
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$220,208,651
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$177,268,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$204,332,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$163,075,043
Interest on participant loans	2017-12-31	$71,877
Value of interest in common/collective trusts at end of year	2017-12-31	$7,094,801
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,590,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$25,067,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$9,493,697
Employer contributions (assets) at end of year	2017-12-31	$7,055,767
Employer contributions (assets) at beginning of year	2017-12-31	$6,872,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,728,181
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$28,985,092
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$7,541,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,450,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$16,602,831
Value of total assets at end of year	2016-12-31	$177,268,447
Value of total assets at beginning of year	2016-12-31	$155,825,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$91,609
Total interest from all sources	2016-12-31	$62,251
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,563,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,563,910
Administrative expenses professional fees incurred	2016-12-31	$91,609
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,977,790
Participant contributions at end of year	2016-12-31	$1,543,248
Participant contributions at beginning of year	2016-12-31	$1,443,493
Participant contributions at end of year	2016-12-31	$186,365
Participant contributions at beginning of year	2016-12-31	$151,590
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$312,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$21,443,322
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$177,268,447
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$155,825,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$163,075,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$141,654,506
Interest on participant loans	2016-12-31	$62,251
Value of interest in common/collective trusts at end of year	2016-12-31	$5,590,970
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,352,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$7,756,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$9,312,049
Employer contributions (assets) at end of year	2016-12-31	$6,872,821
Employer contributions (assets) at beginning of year	2016-12-31	$7,222,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,450,161
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749

Form 5500 Responses for TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST

2019: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRANSFORMANT HEALTHCARE SOLUTIONS, LLC 401(K)PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	TRANSFORMANT HEALTHCARE SOLUTIONS, LLC
Employer identification number (EIN):	474356752
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)