401k Plan data: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN

SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 401k Plan overview

Plan Name	SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M
Plan identification number	001

SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MAESTRO CONSULTING SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: MAESTRO CONSULTING SERVICES, LLC

Employer identification number (EIN): 475109722

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01 SCOTT STRONG SCOTT STRONG 2018-10-12
001 2016-01-01 SCOTT STRONG SCOTT STRONG 2017-10-12
001 2016-01-01 SCOTT STRONG SCOTT STRONG 2018-02-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01	SCOTT STRONG	SCOTT STRONG	2018-10-12
001	2016-01-01	SCOTT STRONG	SCOTT STRONG	2017-10-12
001	2016-01-01	SCOTT STRONG	SCOTT STRONG	2018-02-08

Plan Statistics for SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M

401k plan membership statisitcs for SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M

Measure Date Value
2021: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2021 401k membership
Total participants, beginning-of-year 2021-01-01 585
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2020 401k membership
Total participants, beginning-of-year 2020-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 123
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 126
Total of all active and inactive participants 2020-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 249
Number of participants with account balances 2020-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2018: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2018 401k membership
Total participants, beginning-of-year 2018-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2017 401k membership
Total participants, beginning-of-year 2017-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 50
Total of all active and inactive participants 2017-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 176
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 165
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9

Measure	Date	Value
2021: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2021 401k membership
Total participants, beginning-of-year	2021-01-01	585
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2020 401k membership
Total participants, beginning-of-year	2020-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	123
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	126
Total of all active and inactive participants	2020-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	249
Number of participants with account balances	2020-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2018: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2018 401k membership
Total participants, beginning-of-year	2018-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2017 401k membership
Total participants, beginning-of-year	2017-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	50
Total of all active and inactive participants	2017-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	176
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	165
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9

Financial Data on SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M

Measure	Date	Value
2021 : SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2021 401k financial data
Total transfer of assets from this plan	2021-02-08	$4,404,342
Total income from all sources (including contributions)	2021-02-08	$193,902
Total of all expenses incurred	2021-02-08	$1,035,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-08	$1,032,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-08	$24,662
Value of total assets at end of year	2021-02-08	$0
Value of total assets at beginning of year	2021-02-08	$5,245,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-08	$3,199
Total interest from all sources	2021-02-08	$1,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-08	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-02-08	$0
Was this plan covered by a fidelity bond	2021-02-08	Yes
Value of fidelity bond cover	2021-02-08	$200,000
If this is an individual account plan, was there a blackout period	2021-02-08	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-08	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-08	No
Contributions received from participants	2021-02-08	$10,756
Participant contributions at end of year	2021-02-08	$0
Participant contributions at beginning of year	2021-02-08	$142,853
Participant contributions at end of year	2021-02-08	$0
Participant contributions at beginning of year	2021-02-08	$7,374
Administrative expenses (other) incurred	2021-02-08	$3,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-08	No
Value of net income/loss	2021-02-08	$-841,412
Value of net assets at end of year (total assets less liabilities)	2021-02-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-02-08	$5,245,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-08	No
Were any leases to which the plan was party in default or uncollectible	2021-02-08	No
Value of interest in pooled separate accounts at end of year	2021-02-08	$0
Value of interest in pooled separate accounts at beginning of year	2021-02-08	$4,607,035
Interest on participant loans	2021-02-08	$691
Interest earned on other investments	2021-02-08	$654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-02-08	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-02-08	$482,460
Net investment gain/loss from pooled separate accounts	2021-02-08	$167,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-08	No
Was there a failure to transmit to the plan any participant contributions	2021-02-08	Yes
Has the plan failed to provide any benefit when due under the plan	2021-02-08	No
Contributions received in cash from employer	2021-02-08	$13,906
Employer contributions (assets) at end of year	2021-02-08	$0
Employer contributions (assets) at beginning of year	2021-02-08	$6,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-08	$1,032,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-02-08	Yes
Did the plan have assets held for investment	2021-02-08	No
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	2021-02-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-08	Yes
Opinion of an independent qualified public accountant for this plan	2021-02-08	Disclaimer
Accountancy firm name	2021-02-08	JMM CPA
Accountancy firm EIN	2021-02-08	472940358
2020 : SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,705,228
Total of all expenses incurred	2020-12-31	$2,036,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,007,908
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$705,222
Value of total assets at end of year	2020-12-31	$5,245,755
Value of total assets at beginning of year	2020-12-31	$5,577,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,358
Total interest from all sources	2020-12-31	$14,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$344,256
Participant contributions at end of year	2020-12-31	$142,853
Participant contributions at beginning of year	2020-12-31	$151,213
Participant contributions at end of year	2020-12-31	$8,881
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$136,552
Administrative expenses (other) incurred	2020-12-31	$25,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-331,376
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,245,755
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,577,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,607,035
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,867,771
Interest on participant loans	2020-12-31	$6,867
Interest earned on other investments	2020-12-31	$7,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$482,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$558,147
Net investment gain/loss from pooled separate accounts	2020-12-31	$985,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$224,414
Employer contributions (assets) at end of year	2020-12-31	$4,526
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,007,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JMM CPA
Accountancy firm EIN	2020-12-31	472940358
2018 : SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2018 401k financial data
Total transfer of assets from this plan	2018-12-28	$4,814,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-28	$123,987
Total income from all sources (including contributions)	2018-12-28	$305,285
Total of all expenses incurred	2018-12-28	$702,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-28	$616,331
Expenses. Certain deemed distributions of participant loans	2018-12-28	$16,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-28	$591,140
Value of total assets at end of year	2018-12-28	$0
Value of total assets at beginning of year	2018-12-28	$5,336,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-28	$70,027
Total interest from all sources	2018-12-28	$12,145
Total dividends received (eg from common stock, registered investment company shares)	2018-12-28	$239,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-28	$239,378
Administrative expenses professional fees incurred	2018-12-28	$0
Was this plan covered by a fidelity bond	2018-12-28	Yes
Value of fidelity bond cover	2018-12-28	$500,000
If this is an individual account plan, was there a blackout period	2018-12-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-28	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-28	No
Contributions received from participants	2018-12-28	$504,341
Participant contributions at end of year	2018-12-28	$0
Participant contributions at beginning of year	2018-12-28	$131,159
Participant contributions at end of year	2018-12-28	$0
Participant contributions at beginning of year	2018-12-28	$18,037
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-28	$40,181
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-28	$194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-28	$123,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-28	No
Income. Non cash contributions	2018-12-28	$0
Value of net income/loss	2018-12-28	$-397,607
Value of net assets at end of year (total assets less liabilities)	2018-12-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-28	$5,212,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-28	No
Were any leases to which the plan was party in default or uncollectible	2018-12-28	No
Investment advisory and management fees	2018-12-28	$70,027
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-28	$4,783,944
Interest on participant loans	2018-12-28	$5,364
Interest earned on other investments	2018-12-28	$6,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-28	$385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-28	$401,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-28	$-537,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-28	No
Was there a failure to transmit to the plan any participant contributions	2018-12-28	No
Has the plan failed to provide any benefit when due under the plan	2018-12-28	No
Contributions received in cash from employer	2018-12-28	$46,618
Employer contributions (assets) at end of year	2018-12-28	$0
Employer contributions (assets) at beginning of year	2018-12-28	$1,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-28	$616,331
Did the plan have assets held for investment	2018-12-28	No
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	2018-12-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-28	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-28	Disclaimer
Accountancy firm name	2018-12-28	JMM CPA
Accountancy firm EIN	2018-12-28	472940358
2017 : SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
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	$123,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,999
Total income from all sources (including contributions)	2017-12-31	$1,455,547
Total of all expenses incurred	2017-12-31	$483,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$370,244
Expenses. Certain deemed distributions of participant loans	2017-12-31	$13,597
Value of total corrective distributions	2017-12-31	$24,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$742,285
Value of total assets at end of year	2017-12-31	$5,336,357
Value of total assets at beginning of year	2017-12-31	$4,242,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$74,711
Total interest from all sources	2017-12-31	$14,319
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$113,252
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	$113,252
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	$446,387
Participant contributions at end of year	2017-12-31	$131,159
Participant contributions at beginning of year	2017-12-31	$129,943
Participant contributions at end of year	2017-12-31	$18,037
Participant contributions at beginning of year	2017-12-31	$29,706
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$242,320
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$123,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,999
Other income not declared elsewhere	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$972,031
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,212,370
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,240,339
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
Investment advisory and management fees	2017-12-31	$74,711
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,783,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,670,086
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$5,225
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$9,094
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$401,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$410,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$585,691
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	$53,578
Employer contributions (assets) at end of year	2017-12-31	$1,679
Employer contributions (assets) at beginning of year	2017-12-31	$2,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$370,244
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	MARCUM, LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$372,678
Total unrealized appreciation/depreciation of assets	2016-12-31	$372,678
Total transfer of assets to this plan	2016-12-31	$930,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,580
Total income from all sources (including contributions)	2016-12-31	$820,505
Total of all expenses incurred	2016-12-31	$691,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$629,902
Expenses. Certain deemed distributions of participant loans	2016-12-31	$10,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$478,430
Value of total assets at end of year	2016-12-31	$4,242,338
Value of total assets at beginning of year	2016-12-31	$3,183,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,154
Total interest from all sources	2016-12-31	$4,640
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$87,882
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	$87,882
Administrative expenses professional fees incurred	2016-12-31	$8,098
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$565,000
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	$419,327
Participant contributions at end of year	2016-12-31	$129,943
Participant contributions at beginning of year	2016-12-31	$44,667
Participant contributions at end of year	2016-12-31	$29,706
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$19,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,580
Other income not declared elsewhere	2016-12-31	$-123,125
Administrative expenses (other) incurred	2016-12-31	$23,077
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	$129,033
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,240,339
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,181,147
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
Investment advisory and management fees	2016-12-31	$18,104
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,080,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,139,060
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$4,623
Interest earned on other investments	2016-12-31	$13,916
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$556,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$17
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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	$39,573
Employer contributions (assets) at end of year	2016-12-31	$2,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$629,902
Contract administrator fees	2016-12-31	$1,875
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	MARCUM, LLP
Accountancy firm EIN	2016-12-31	111986323

Form 5500 Responses for SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M

2021: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2018: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SYMPHONY POST-ACUTE NETWORK MULTIPLE EMPLOYER PLAN - M 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985424

Policy instance

Insurance contract or identification number	985424
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-02-08
Total amount of commissions paid to insurance broker	USD $2,114
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $2,114
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

985424

Policy instance

Insurance contract or identification number	985424
Number of Individuals Covered	249
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $26,843
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 Broker	USD $13,821
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-TP-HT9H

Policy instance

Insurance contract or identification number	GAP-TP-HT9H
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	4
Amount paid for insurance broker fees	0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

065-71182

Policy instance

Insurance contract or identification number	065-71182
Number of Individuals Covered	28
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	MAESTRO CONSULTING SERVICES, LLC
Employer identification number (EIN):	475109722
NAIC Classification:	812990
NAIC Description:	All Other Personal Services