?>
Logo

ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 001

ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

HUNTINGTON INTERNAL MEDICINE GROUP ULTIMATE HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUNTINGTON INTERNAL MEDICINE GROUP ULTIMATE HEALTH SERVICES, INC.
Employer identification number (EIN):550578595
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK MORGAN
0012016-01-01MARK MORGAN
0012015-01-01MARK MORGAN
0012014-01-01MARK MORGAN
0012013-01-01MARK MORGAN
0012012-01-01MARK MORGAN
0012011-01-01MARK MORGAN
0012010-01-01MARK MORGAN MARK MORGAN2011-10-17
0012009-01-01MARK MORGAN MARK MORGAN2010-10-14

Plan Statistics for ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2021: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01353
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01447
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01351
Total of all active and inactive participants2020-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01353
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01320
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01447
Number of participants with account balances2019-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01415
Total number of active participants reported on line 7a of the Form 55002018-01-01328
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01419
Number of participants with account balances2018-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01334
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01415
Number of participants with account balances2017-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01315
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01393
Number of participants with account balances2016-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01363
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01359
Number of participants with account balances2015-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01409
Total number of active participants reported on line 7a of the Form 55002014-01-01302
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01363
Number of participants with account balances2014-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01394
Total number of active participants reported on line 7a of the Form 55002013-01-01291
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01409
Number of participants with account balances2013-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01365
Total number of active participants reported on line 7a of the Form 55002012-01-01283
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01394
Number of participants with account balances2012-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01356
Total number of active participants reported on line 7a of the Form 55002011-01-01258
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01365
Number of participants with account balances2011-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01367
Total number of active participants reported on line 7a of the Form 55002010-01-01245
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01111
Total of all active and inactive participants2010-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01356
Number of participants with account balances2010-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01260
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01367
Number of participants with account balances2009-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2021 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$1,529,589
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$57,357,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$57,323,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$0
Value of total assets at end of year2021-08-31$0
Value of total assets at beginning of year2021-08-31$55,828,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$34,852
Total interest from all sources2021-08-31$261
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$41,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$41,577
Assets. Real estate other than employer real property at end of year2021-08-31$0
Assets. Real estate other than employer real property at beginning of year2021-08-31$248
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Participant contributions at end of year2021-08-31$0
Participant contributions at beginning of year2021-08-31$11,000
Assets. Other investments not covered elsewhere at end of year2021-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$18,780,714
Other income not declared elsewhere2021-08-31$126,219
Administrative expenses (other) incurred2021-08-31$34,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$-55,828,361
Value of net assets at end of year (total assets less liabilities)2021-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$55,828,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$34,241,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$994,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$994,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,361,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$1,800,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$57,323,098
Did the plan have assets held for investment2021-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31Yes
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31SOMMERVILLE & COMPANY PLLC
Accountancy firm EIN2021-08-31550372924
2020 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,566,636
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,437,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,286,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,160,351
Value of total assets at end of year2020-12-31$55,828,361
Value of total assets at beginning of year2020-12-31$58,699,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,575
Total interest from all sources2020-12-31$5,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$448,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$448,676
Assets. Real estate other than employer real property at end of year2020-12-31$248
Assets. Real estate other than employer real property at beginning of year2020-12-31$362
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,335,203
Participant contributions at end of year2020-12-31$11,000
Participant contributions at beginning of year2020-12-31$18,273
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,780,714
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$22,082,046
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,965
Other income not declared elsewhere2020-12-31$1,751,799
Administrative expenses (other) incurred2020-12-31$100,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,870,648
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,828,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,699,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$49,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,241,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,472,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$994,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,071,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,071,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,200,792
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,800,183
Employer contributions (assets) at end of year2020-12-31$1,800,449
Employer contributions (assets) at beginning of year2020-12-31$2,054,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,286,709
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMMERVILLE & COMPANY PLLC
Accountancy firm EIN2020-12-31550372924
2019 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$13,659,550
Total income from all sources (including contributions)2019-12-31$13,659,550
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,669,921
Total of all expenses incurred2019-12-31$6,669,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,502,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,502,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,213,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,213,576
Value of total assets at end of year2019-12-31$58,699,009
Value of total assets at end of year2019-12-31$58,699,009
Value of total assets at beginning of year2019-12-31$51,709,380
Value of total assets at beginning of year2019-12-31$51,709,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,827
Total interest from all sources2019-12-31$4,092
Total interest from all sources2019-12-31$4,092
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$606,307
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$606,307
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$606,307
Assets. Real estate other than employer real property at end of year2019-12-31$362
Assets. Real estate other than employer real property at end of year2019-12-31$362
Assets. Real estate other than employer real property at beginning of year2019-12-31$688
Assets. Real estate other than employer real property at beginning of year2019-12-31$688
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
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,566,443
Contributions received from participants2019-12-31$1,566,443
Participant contributions at end of year2019-12-31$18,273
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,082,046
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,082,046
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,557,036
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,557,036
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$593,016
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$593,016
Other income not declared elsewhere2019-12-31$2,886,980
Other income not declared elsewhere2019-12-31$2,886,980
Administrative expenses (other) incurred2019-12-31$116,821
Administrative expenses (other) incurred2019-12-31$116,821
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$6,989,629
Value of net income/loss2019-12-31$6,989,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,699,009
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,699,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,709,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,709,380
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
Investment advisory and management fees2019-12-31$51,006
Investment advisory and management fees2019-12-31$51,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,472,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,472,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,981,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,981,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,071,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,071,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,948,595
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$2,054,117
Employer contributions (assets) at end of year2019-12-31$2,054,117
Employer contributions (assets) at end of year2019-12-31$2,054,117
Employer contributions (assets) at beginning of year2019-12-31$2,081,952
Employer contributions (assets) at beginning of year2019-12-31$2,081,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,502,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,502,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
Accountancy firm name2019-12-31SOMMERVILLE & CO
Accountancy firm name2019-12-31SOMMERVILLE & CO
Accountancy firm EIN2019-12-31550372924
Accountancy firm EIN2019-12-31550372924
2018 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$926,518
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,383,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,198,884
Value of total corrective distributions2018-12-31$15
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,584,477
Value of total assets at end of year2018-12-31$51,709,380
Value of total assets at beginning of year2018-12-31$54,166,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$185,051
Total interest from all sources2018-12-31$3,632
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$689,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$689,096
Assets. Real estate other than employer real property at end of year2018-12-31$688
Assets. Real estate other than employer real property at beginning of year2018-12-31$468
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,499,602
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$17,557,036
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,171,722
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,923
Other income not declared elsewhere2018-12-31$-796,271
Administrative expenses (other) incurred2018-12-31$119,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,457,432
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,709,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,166,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,981,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,999,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$88,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$944,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$944,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,554,416
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,081,952
Employer contributions (assets) at end of year2018-12-31$2,081,952
Employer contributions (assets) at beginning of year2018-12-31$2,050,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,198,884
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 name2018-12-31SOMMERVILLE & CO
Accountancy firm EIN2018-12-31550372924
2017 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,062,550
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,382,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,208,183
Value of total corrective distributions2017-12-31$113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,594,882
Value of total assets at end of year2017-12-31$54,166,812
Value of total assets at beginning of year2017-12-31$49,486,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$174,339
Total interest from all sources2017-12-31$5,569
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$563,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$563,200
Assets. Real estate other than employer real property at end of year2017-12-31$468
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,456,669
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$87
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,171,722
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,618,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$88,164
Other income not declared elsewhere2017-12-31$2,244,059
Administrative expenses (other) incurred2017-12-31$110,420
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$4,679,915
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,166,812
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,486,897
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
Investment advisory and management fees2017-12-31$63,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,999,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,975,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$944,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$823,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$823,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,654,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,050,049
Employer contributions (assets) at end of year2017-12-31$2,050,049
Employer contributions (assets) at beginning of year2017-12-31$2,064,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,208,183
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 name2017-12-31TRAINER WRIGHT & PATERNO
Accountancy firm EIN2017-12-31550554030
2016 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,916,978
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,507,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,344,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,502,128
Value of total assets at end of year2016-12-31$49,486,897
Value of total assets at beginning of year2016-12-31$45,077,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,995
Total interest from all sources2016-12-31$3,117
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$527,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$527,840
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,434,574
Participant contributions at end of year2016-12-31$87
Participant contributions at beginning of year2016-12-31$7,270
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,618,925
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,635,274
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,930
Other income not declared elsewhere2016-12-31$1,062,898
Administrative expenses (other) incurred2016-12-31$96,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,409,358
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,486,897
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,077,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$66,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,975,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,514,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$823,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$940,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$940,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,820,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,064,624
Employer contributions (assets) at end of year2016-12-31$2,064,624
Employer contributions (assets) at beginning of year2016-12-31$1,975,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,344,625
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TRAINER WRIGHT & PATERNO
Accountancy firm EIN2016-12-31550554030
2015 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,958,900
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,049,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,892,532
Value of total corrective distributions2015-12-31$524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,395,192
Value of total assets at end of year2015-12-31$45,077,539
Value of total assets at beginning of year2015-12-31$44,161,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$156,192
Total interest from all sources2015-12-31$1,268
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$497,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$497,814
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,405,272
Participant contributions at end of year2015-12-31$7,270
Participant contributions at beginning of year2015-12-31$2,839
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,635,274
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,475,365
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,741
Other income not declared elsewhere2015-12-31$-105,736
Administrative expenses (other) incurred2015-12-31$92,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$909,652
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,077,539
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,161,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$63,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,514,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,742,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$940,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,031,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,031,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-829,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,975,179
Employer contributions (assets) at end of year2015-12-31$1,975,179
Employer contributions (assets) at beginning of year2015-12-31$1,901,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,892,532
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2015-12-31550486667
2014 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$33,275
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,789,433
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,594,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,447,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,204,039
Value of total assets at end of year2014-12-31$44,161,335
Value of total assets at beginning of year2014-12-31$39,933,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$147,303
Total interest from all sources2014-12-31$2,174
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$473,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$473,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,263,023
Participant contributions at end of year2014-12-31$2,839
Participant contributions at beginning of year2014-12-31$39,957
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,475,365
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,264,987
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,245
Other income not declared elsewhere2014-12-31$924,111
Administrative expenses (other) incurred2014-12-31$87,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,194,876
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,161,335
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,933,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$59,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,742,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,772,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,031,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$868,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$868,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$24,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,185,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,902,771
Employer contributions (assets) at end of year2014-12-31$1,901,617
Employer contributions (assets) at beginning of year2014-12-31$1,962,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,447,254
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2014-12-31550486667
2013 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,311,484
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,661,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,542,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,145,934
Value of total assets at end of year2013-12-31$39,933,184
Value of total assets at beginning of year2013-12-31$33,283,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,866
Total interest from all sources2013-12-31$1,641
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$379,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$379,587
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,176,624
Participant contributions at end of year2013-12-31$39,957
Participant contributions at beginning of year2013-12-31$52,294
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,264,987
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,699,094
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,115
Other income not declared elsewhere2013-12-31$1,591,449
Administrative expenses (other) incurred2013-12-31$65,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,650,019
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,933,184
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,283,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$53,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,772,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,858,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$868,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$778,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$778,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$24,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,937
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,192,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,962,195
Employer contributions (assets) at end of year2013-12-31$1,962,195
Employer contributions (assets) at beginning of year2013-12-31$1,871,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,542,027
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARNETT FOSTER TOOTHMAN
Accountancy firm EIN2013-12-31550486667
2012 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,415,223
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$997,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$981,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,342,583
Value of total assets at end of year2012-12-31$33,283,165
Value of total assets at beginning of year2012-12-31$27,865,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,517
Total interest from all sources2012-12-31$318
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$352,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$352,604
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,107,299
Participant contributions at end of year2012-12-31$52,294
Participant contributions at beginning of year2012-12-31$26,074
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,699,094
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,943,993
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$364,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,603
Other income not declared elsewhere2012-12-31$969,111
Administrative expenses (other) incurred2012-12-31$15,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,417,896
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,283,165
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,865,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$16,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,858,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,044,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$778,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,051,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,051,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,709
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,750,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,871,234
Employer contributions (assets) at end of year2012-12-31$1,871,234
Employer contributions (assets) at beginning of year2012-12-31$1,755,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$981,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ARNETT FOSTER TOOTHMAN
Accountancy firm EIN2012-12-31550486667
2011 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,112,889
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,731,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,715,370
Value of total corrective distributions2011-12-31$3,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,732,671
Value of total assets at end of year2011-12-31$27,865,269
Value of total assets at beginning of year2011-12-31$29,484,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,619
Total interest from all sources2011-12-31$240
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$289,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$289,474
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$971,785
Participant contributions at end of year2011-12-31$26,074
Participant contributions at beginning of year2011-12-31$32,905
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,943,993
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$9,180,857
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,302
Other income not declared elsewhere2011-12-31$-355,959
Administrative expenses (other) incurred2011-12-31$12,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,618,764
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,865,269
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,484,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$16,955
Assets. partnership/joint venture interests at beginning of year2011-12-31$7,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,044,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,563,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,051,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,007,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,007,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,628
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-553,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,755,576
Employer contributions (assets) at end of year2011-12-31$1,755,576
Employer contributions (assets) at beginning of year2011-12-31$1,661,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,714,603
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TRAINER, WRIGHT & PATERNO
Accountancy firm EIN2011-12-31550554030
2010 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,594,415
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$663,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$590,275
Value of total corrective distributions2010-12-31$64,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,580,037
Value of total assets at end of year2010-12-31$29,484,033
Value of total assets at beginning of year2010-12-31$24,552,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,810
Total interest from all sources2010-12-31$214
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$291,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$291,412
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$910,288
Participant contributions at end of year2010-12-31$32,905
Participant contributions at beginning of year2010-12-31$20,185
Assets. Other investments not covered elsewhere at end of year2010-12-31$9,180,857
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,615,066
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,337
Other income not declared elsewhere2010-12-31$934,568
Administrative expenses (other) incurred2010-12-31$8,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,931,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,484,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,552,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$7,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,563,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,954,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,007,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,163,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,163,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,001
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,788,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,661,640
Employer contributions (assets) at end of year2010-12-31$1,661,640
Employer contributions (assets) at beginning of year2010-12-31$1,769,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$589,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TRAINER, WRIGHT & PATERNO CPA'S
Accountancy firm EIN2010-12-31550554030
2009 : ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN

2021: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ULTIMATE HEALTH SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number3003923
Policy instance 2
Insurance contract or identification number3003923
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees40
Insurance broker organization code?3
Insurance broker nameJOHN MURRAY CHAMBERS
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number3003923
Policy instance 2
Insurance contract or identification number3003923
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees40
Insurance broker organization code?3
Insurance broker nameJOHN MURRAY CHAMBERS
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number3003923
Policy instance 2
Insurance contract or identification number3003923
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number609620
Policy instance 1
Insurance contract or identification number609620
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

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

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

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

See full terms and conditions

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