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CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CORNERSTONE HEALTH CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE HEALTH CARE, LLC
Employer identification number (EIN):561935767
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CORNERSTONE HEALTH CARE, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0376090

More information about CORNERSTONE HEALTH CARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01MARC SEARS
0012015-01-01MARC SEARS
0012014-01-01GRACE E. TERRELL
0012013-01-01GRACE E. TERRELL
0012012-01-01GRACE E. TERRELL
0012011-01-01GRACE E. TERRELL GRACE E. TERRELL2012-10-11
0012009-01-01GRACE E. TERRELL

Plan Statistics for CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,435
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,695
Total number of active participants reported on line 7a of the Form 55002018-01-01836
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01592
Total of all active and inactive participants2018-01-011,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,435
Number of participants with account balances2018-01-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,681
Total number of active participants reported on line 7a of the Form 55002017-01-01943
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01743
Total of all active and inactive participants2017-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,695
Number of participants with account balances2017-01-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
2016: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,995
Total number of active participants reported on line 7a of the Form 55002016-01-011,114
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01560
Total of all active and inactive participants2016-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,681
Number of participants with account balances2016-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01282
2015: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,103
Total number of active participants reported on line 7a of the Form 55002015-01-011,578
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01409
Total of all active and inactive participants2015-01-011,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,995
Number of participants with account balances2015-01-011,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01245
2014: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,084
Total number of active participants reported on line 7a of the Form 55002014-01-011,767
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01329
Total of all active and inactive participants2014-01-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,103
Number of participants with account balances2014-01-012,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01161
2013: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,859
Total number of active participants reported on line 7a of the Form 55002013-01-011,767
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01313
Total of all active and inactive participants2013-01-012,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,084
Number of participants with account balances2013-01-012,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01144
2012: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,654
Total number of active participants reported on line 7a of the Form 55002012-01-011,657
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01198
Total of all active and inactive participants2012-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,859
Number of participants with account balances2012-01-011,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01109
2011: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,571
Total number of active participants reported on line 7a of the Form 55002011-01-011,494
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01159
Total of all active and inactive participants2011-01-011,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,654
Number of participants with account balances2011-01-011,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0189
2009: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,452
Total number of active participants reported on line 7a of the Form 55002009-01-011,248
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,414
Number of participants with account balances2009-01-011,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0185

Financial Data on CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,041,345
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$111,673,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$111,591,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$99,632,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,255
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,053,596
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$1,053,596
Administrative expenses professional fees incurred2019-12-31$82,255
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,989,464
Other income not declared elsewhere2019-12-31$-8,781
Total non interest bearing cash at beginning of year2019-12-31$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-99,632,029
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,632,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,738,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,903,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,903,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,996,530
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$111,591,119
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
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 name2019-12-31BUTLER & BURKE, LLP
Accountancy firm EIN2019-12-31561138530
2018 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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$0
Total income from all sources (including contributions)2018-12-31$-5,307,075
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,373,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,274,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$99,632,029
Value of total assets at beginning of year2018-12-31$123,312,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,523
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,423,996
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$5,423,996
Administrative expenses professional fees incurred2018-12-31$98,523
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,989,464
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,247,559
Other income not declared elsewhere2018-12-31$120,000
Total non interest bearing cash at end of year2018-12-31$1,242
Total non interest bearing cash at beginning of year2018-12-31$4,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,680,329
Value of net assets at end of year (total assets less liabilities)2018-12-31$99,632,029
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$123,312,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$91,738,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,765,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,903,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,094,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,094,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,851,071
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
Employer contributions (assets) at beginning of year2018-12-31$200,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,274,731
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 name2018-12-31BUTLER & BURKE, LLP
Accountancy firm EIN2018-12-31561138530
2017 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79
Total income from all sources (including contributions)2017-12-31$23,545,431
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,990,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,900,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,815,191
Value of total assets at end of year2017-12-31$123,312,358
Value of total assets at beginning of year2017-12-31$115,757,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,687
Total interest from all sources2017-12-31$17,827
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,283,082
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$5,283,082
Administrative expenses professional fees incurred2017-12-31$89,687
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,502,147
Participant contributions at beginning of year2017-12-31$12,792
Participant contributions at beginning of year2017-12-31$108,059
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,247,559
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,201,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$79
Other income not declared elsewhere2017-12-31$163,141
Total non interest bearing cash at end of year2017-12-31$4,060
Total non interest bearing cash at beginning of year2017-12-31$115,363
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$7,555,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,312,358
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$115,757,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,765,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,672,307
Interest on participant loans2017-12-31$247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,094,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,371,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,371,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,266,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,313,044
Employer contributions (assets) at end of year2017-12-31$200,813
Employer contributions (assets) at beginning of year2017-12-31$276,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,900,665
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 name2017-12-31BUTLER & BURKE, LLP
Accountancy firm EIN2017-12-31561138530
2016 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$78
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$91,970
Total income from all sources (including contributions)2016-12-31$16,968,142
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,120,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,057,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,650,972
Value of total assets at end of year2016-12-31$115,757,357
Value of total assets at beginning of year2016-12-31$129,001,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,625
Total interest from all sources2016-12-31$13,231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,722,831
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$3,722,831
Administrative expenses professional fees incurred2016-12-31$62,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,279,670
Participant contributions at end of year2016-12-31$12,792
Participant contributions at beginning of year2016-12-31$36,900
Participant contributions at end of year2016-12-31$108,059
Participant contributions at beginning of year2016-12-31$352,205
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,201,359
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,602,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$78
Other income not declared elsewhere2016-12-31$770,571
Total non interest bearing cash at end of year2016-12-31$115,363
Total non interest bearing cash at beginning of year2016-12-31$24,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-13,152,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$115,757,279
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$128,909,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$105,672,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$117,235,024
Interest on participant loans2016-12-31$1,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,371,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,613,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,613,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,810,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,371,302
Employer contributions (assets) at end of year2016-12-31$276,385
Employer contributions (assets) at beginning of year2016-12-31$137,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,057,865
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$91,970
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 name2016-12-31BUTLER & BURKE, LLP
Accountancy firm EIN2016-12-31561138530
2015 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$91,970
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$8,683,976
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,237,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,210,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,429,986
Value of total assets at end of year2015-12-31$129,001,597
Value of total assets at beginning of year2015-12-31$150,463,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,122
Total interest from all sources2015-12-31$3,958
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,119,308
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$6,119,308
Administrative expenses professional fees incurred2015-12-31$25,135
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$6,127,440
Participant contributions at end of year2015-12-31$36,900
Participant contributions at beginning of year2015-12-31$62,109
Participant contributions at end of year2015-12-31$352,205
Participant contributions at beginning of year2015-12-31$313,334
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,602,300
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,198,039
Other income not declared elsewhere2015-12-31$-363,879
Administrative expenses (other) incurred2015-12-31$1,987
Total non interest bearing cash at end of year2015-12-31$24,274
Total non interest bearing cash at beginning of year2015-12-31$174,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,553,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$128,909,627
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$150,463,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$117,235,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$132,397,925
Interest on participant loans2015-12-31$2,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,613,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,096,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,096,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,505,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,302,546
Employer contributions (assets) at end of year2015-12-31$137,832
Employer contributions (assets) at beginning of year2015-12-31$220,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,210,563
Liabilities. Value of benefit claims payable at end of year2015-12-31$91,970
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 name2015-12-31BUTLER & BURKE, LLP
Accountancy firm EIN2015-12-31561138530
2014 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$18,717,198
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,894,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,405,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,005,559
Value of total assets at end of year2014-12-31$150,463,336
Value of total assets at beginning of year2014-12-31$147,640,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$489,395
Total interest from all sources2014-12-31$4,764
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,277,349
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$11,277,349
Administrative expenses professional fees incurred2014-12-31$487,699
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$6,509,424
Participant contributions at end of year2014-12-31$62,109
Participant contributions at beginning of year2014-12-31$94,632
Participant contributions at end of year2014-12-31$313,334
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,198,039
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,121,652
Other income not declared elsewhere2014-12-31$470,675
Administrative expenses (other) incurred2014-12-31$1,696
Total non interest bearing cash at end of year2014-12-31$174,586
Total non interest bearing cash at beginning of year2014-12-31$2,368
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$2,822,452
Value of net assets at end of year (total assets less liabilities)2014-12-31$150,463,336
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,640,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$132,397,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$129,848,720
Interest on participant loans2014-12-31$3,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,096,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,515,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,515,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,041,149
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$2,496,135
Employer contributions (assets) at end of year2014-12-31$220,738
Employer contributions (assets) at beginning of year2014-12-31$57,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,405,351
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 name2014-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2014-12-31561146197
2013 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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$37,364,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,100,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,700,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,359,041
Value of total assets at end of year2013-12-31$147,640,884
Value of total assets at beginning of year2013-12-31$122,377,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$400,130
Total interest from all sources2013-12-31$6,746
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,192,700
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$5,192,700
Administrative expenses professional fees incurred2013-12-31$398,151
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$6,362,320
Participant contributions at end of year2013-12-31$94,632
Participant contributions at beginning of year2013-12-31$94,300
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,121,652
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,568,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,147,383
Other income not declared elsewhere2013-12-31$876,620
Administrative expenses (other) incurred2013-12-31$1,979
Total non interest bearing cash at end of year2013-12-31$2,368
Total non interest bearing cash at beginning of year2013-12-31$25,511
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$25,263,795
Value of net assets at end of year (total assets less liabilities)2013-12-31$147,640,884
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,377,089
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$129,848,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$101,472,622
Interest on participant loans2013-12-31$5,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,515,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,212,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,212,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,928,982
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$2,849,338
Employer contributions (assets) at end of year2013-12-31$57,608
Employer contributions (assets) at beginning of year2013-12-31$6,003,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,700,164
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2013-12-31561146197
2012 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$90,654
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$655
Total income from all sources (including contributions)2012-12-31$31,204,596
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,801,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,498,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,974,742
Value of total assets at end of year2012-12-31$122,377,089
Value of total assets at beginning of year2012-12-31$95,884,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$303,229
Total interest from all sources2012-12-31$4,546
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,748,890
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$1,748,890
Administrative expenses professional fees incurred2012-12-31$302,753
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$5,422,832
Participant contributions at end of year2012-12-31$94,300
Participant contributions at beginning of year2012-12-31$51,399
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,568,887
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,321,183
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,183,020
Other income not declared elsewhere2012-12-31$383,555
Administrative expenses (other) incurred2012-12-31$476
Liabilities. Value of operating payables at beginning of year2012-12-31$655
Total non interest bearing cash at end of year2012-12-31$25,511
Total non interest bearing cash at beginning of year2012-12-31$2,106
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$26,402,903
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,377,089
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,883,532
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$101,472,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$76,757,337
Interest on participant loans2012-12-31$3,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,212,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,646,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,646,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,092,863
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$8,368,890
Employer contributions (assets) at end of year2012-12-31$6,003,195
Employer contributions (assets) at beginning of year2012-12-31$5,105,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,498,464
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 name2012-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2012-12-31561146197
2011 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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$655
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$10,020,481
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,673,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,625,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,853,400
Value of total assets at end of year2011-12-31$95,884,187
Value of total assets at beginning of year2011-12-31$89,536,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,464
Total interest from all sources2011-12-31$2,689
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,050,221
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$1,050,221
Administrative expenses professional fees incurred2011-12-31$47,464
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,792,955
Participant contributions at end of year2011-12-31$51,399
Participant contributions at beginning of year2011-12-31$45,603
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,321,183
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,670,579
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$886,271
Other income not declared elsewhere2011-12-31$-520,761
Liabilities. Value of operating payables at end of year2011-12-31$655
Total non interest bearing cash at end of year2011-12-31$2,106
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$6,347,153
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,883,532
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$89,536,379
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$76,757,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$79,290,734
Interest on participant loans2011-12-31$2,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,646,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$712,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$712,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,365,068
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$7,174,174
Employer contributions (assets) at end of year2011-12-31$5,105,704
Employer contributions (assets) at beginning of year2011-12-31$4,816,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,625,864
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 name2011-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2011-12-31561146197
2010 : CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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$21,146,263
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,063,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,984,094
Value of total corrective distributions2010-12-31$76,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,819,269
Value of total assets at end of year2010-12-31$89,536,379
Value of total assets at beginning of year2010-12-31$71,453,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,500
Total interest from all sources2010-12-31$3,817
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$880,842
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$880,842
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,677,554
Participant contributions at end of year2010-12-31$45,603
Participant contributions at beginning of year2010-12-31$65,770
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,670,579
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,437,274
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$302,967
Administrative expenses (other) incurred2010-12-31$780
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$18,082,967
Value of net assets at end of year (total assets less liabilities)2010-12-31$89,536,379
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,453,412
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$79,290,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,105,270
Interest on participant loans2010-12-31$3,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$712,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$141,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$141,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,442,335
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$6,838,748
Employer contributions (assets) at end of year2010-12-31$4,816,615
Employer contributions (assets) at beginning of year2010-12-31$4,703,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,984,094
Contract administrator fees2010-12-31$1,720
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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 name2010-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2010-12-31561146197

Form 5500 Responses for CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

2019: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
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: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CORNERSTONE HEALTH CARE, P.A. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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