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HILO MEDICAL INVESTORS LTD 401(K) PLAN 401k Plan overview

Plan NameHILO MEDICAL INVESTORS LTD 401(K) PLAN
Plan identification number 001

HILO MEDICAL INVESTORS LTD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HILO MEDICAL INVESTORS, LTD DBA LIFE CARE CENTER OF HILO AND has sponsored the creation of one or more 401k plans.

Company Name:HILO MEDICAL INVESTORS, LTD DBA LIFE CARE CENTER OF HILO AND
Employer identification number (EIN):581339022
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILO MEDICAL INVESTORS LTD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SAMUEL B KELLETT SAMUEL B KELLETT2019-06-25
0012017-01-01SAMUEL B KELLETT
0012016-01-01SAMUEL B KELLETT
0012015-01-01SAMUEL B. KELLETT
0012014-01-01SAMUEL B. KELLETT
0012013-01-01SAMUEL B. KELLETT
0012012-01-01SAMUEL B. KELLETT SAMUEL B. KELLETT2013-06-07
0012011-01-01SAMUEL B. KELLETT
0012009-01-01SAMUEL B. KELLETT

Plan Statistics for HILO MEDICAL INVESTORS LTD 401(K) PLAN

401k plan membership statisitcs for HILO MEDICAL INVESTORS LTD 401(K) PLAN

Measure Date Value
2022: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01342
Number of participants with account balances2022-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01342
Number of participants with account balances2021-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01360
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01388
Total number of active participants reported on line 7a of the Form 55002019-01-01356
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01380
Number of participants with account balances2019-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01392
Total number of active participants reported on line 7a of the Form 55002018-01-01361
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01388
Number of participants with account balances2018-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01402
Total number of active participants reported on line 7a of the Form 55002017-01-01366
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01392
Number of participants with account balances2017-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01381
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01402
Number of participants with account balances2016-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01425
Total number of active participants reported on line 7a of the Form 55002015-01-01398
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01415
Number of participants with account balances2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01414
Total number of active participants reported on line 7a of the Form 55002014-01-01413
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01425
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01412
Total number of active participants reported on line 7a of the Form 55002013-01-01405
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01416
Total number of active participants reported on line 7a of the Form 55002012-01-01400
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01412
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01423
Total number of active participants reported on line 7a of the Form 55002011-01-01395
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01416
Number of participants with account balances2011-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01503
Total number of active participants reported on line 7a of the Form 55002009-01-01440
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01477
Number of participants with account balances2009-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HILO MEDICAL INVESTORS LTD 401(K) PLAN

Measure Date Value
2022 : HILO MEDICAL INVESTORS LTD 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,310
Total income from all sources (including contributions)2022-12-31$-464,870
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$698,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$681,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$774,891
Value of total assets at end of year2022-12-31$11,557,782
Value of total assets at beginning of year2022-12-31$12,728,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,462
Total interest from all sources2022-12-31$81,344
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$661,265
Participant contributions at end of year2022-12-31$341,309
Participant contributions at beginning of year2022-12-31$328,142
Participant contributions at end of year2022-12-31$7,474
Participant contributions at beginning of year2022-12-31$7,776
Other income not declared elsewhere2022-12-31$6,991
Administrative expenses (other) incurred2022-12-31$17,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,163,653
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,557,782
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,721,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,500,089
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,606,567
Interest on participant loans2022-12-31$16,104
Interest earned on other investments2022-12-31$65,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,708,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,785,959
Net investment gain/loss from pooled separate accounts2022-12-31$-1,328,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$113,626
Employer contributions (assets) at end of year2022-12-31$59
Employer contributions (assets) at beginning of year2022-12-31$301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$681,321
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,310
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2022-12-31570381582
2021 : HILO MEDICAL INVESTORS LTD 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,854,615
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$905,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$895,903
Value of total corrective distributions2021-12-31$7,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$809,671
Value of total assets at end of year2021-12-31$12,728,745
Value of total assets at beginning of year2021-12-31$11,772,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,474
Total interest from all sources2021-12-31$85,787
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$687,734
Participant contributions at end of year2021-12-31$328,142
Participant contributions at beginning of year2021-12-31$350,373
Participant contributions at end of year2021-12-31$7,776
Participant contributions at beginning of year2021-12-31$7,810
Other income not declared elsewhere2021-12-31$6,966
Administrative expenses (other) incurred2021-12-31$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$948,928
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,721,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,772,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$7,606,567
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,520,033
Interest on participant loans2021-12-31$17,221
Interest earned on other investments2021-12-31$68,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,785,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,894,071
Net investment gain/loss from pooled separate accounts2021-12-31$952,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$121,937
Employer contributions (assets) at end of year2021-12-31$301
Employer contributions (assets) at beginning of year2021-12-31$220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$895,903
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,310
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2021-12-31570381582
2020 : HILO MEDICAL INVESTORS LTD 401(K) 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$2,065,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,121,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,118,518
Value of total corrective distributions2020-12-31$194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$836,358
Value of total assets at end of year2020-12-31$11,772,507
Value of total assets at beginning of year2020-12-31$10,828,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,207
Total interest from all sources2020-12-31$105,447
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$708,140
Participant contributions at end of year2020-12-31$350,373
Participant contributions at beginning of year2020-12-31$379,211
Participant contributions at end of year2020-12-31$7,810
Participant contributions at beginning of year2020-12-31$19,738
Other income not declared elsewhere2020-12-31$1,195
Administrative expenses (other) incurred2020-12-31$3,207
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$943,577
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,772,507
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,828,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,520,033
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,013,594
Interest on participant loans2020-12-31$21,397
Interest earned on other investments2020-12-31$84,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,894,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,415,759
Net investment gain/loss from pooled separate accounts2020-12-31$1,122,496
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$128,218
Employer contributions (assets) at end of year2020-12-31$220
Employer contributions (assets) at beginning of year2020-12-31$628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,118,518
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2020-12-31570381582
2019 : HILO MEDICAL INVESTORS LTD 401(K) PLAN 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$2,287,089
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$729,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$725,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$907,327
Value of total assets at end of year2019-12-31$10,828,930
Value of total assets at beginning of year2019-12-31$9,271,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,729
Total interest from all sources2019-12-31$107,552
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 period2019-12-31No
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
Contributions received from participants2019-12-31$770,931
Participant contributions at end of year2019-12-31$379,211
Participant contributions at beginning of year2019-12-31$298,556
Participant contributions at end of year2019-12-31$19,738
Participant contributions at beginning of year2019-12-31$17,882
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6
Other income not declared elsewhere2019-12-31$1,225
Administrative expenses (other) incurred2019-12-31$3,729
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$1,557,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,828,930
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,271,286
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 pooled separate accounts at end of year2019-12-31$6,013,594
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,795,377
Interest on participant loans2019-12-31$18,589
Interest earned on other investments2019-12-31$88,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,415,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,158,935
Net investment gain/loss from pooled separate accounts2019-12-31$1,270,985
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
Contributions received in cash from employer2019-12-31$136,390
Employer contributions (assets) at end of year2019-12-31$628
Employer contributions (assets) at beginning of year2019-12-31$536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$725,716
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 PBGC2019-12-31No
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 name2019-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2019-12-31570381582
2018 : HILO MEDICAL INVESTORS LTD 401(K) 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$3,198
Total income from all sources (including contributions)2018-12-31$558,733
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,059,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,047,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$928,568
Value of total assets at end of year2018-12-31$9,271,286
Value of total assets at beginning of year2018-12-31$9,774,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,472
Total interest from all sources2018-12-31$98,844
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$769,875
Participant contributions at end of year2018-12-31$298,556
Participant contributions at beginning of year2018-12-31$292,148
Participant contributions at end of year2018-12-31$17,882
Participant contributions at beginning of year2018-12-31$17,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,939
Other income not declared elsewhere2018-12-31$5,724
Administrative expenses (other) incurred2018-12-31$11,472
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$42
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-500,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,271,286
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,771,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,795,377
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,049,728
Interest on participant loans2018-12-31$14,690
Interest earned on other investments2018-12-31$84,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,158,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,415,077
Net investment gain/loss from pooled separate accounts2018-12-31$-474,403
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$141,754
Employer contributions (assets) at end of year2018-12-31$536
Employer contributions (assets) at beginning of year2018-12-31$765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,047,604
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,198
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 name2018-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2018-12-31570381582
2017 : HILO MEDICAL INVESTORS LTD 401(K) 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$3,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,491
Total income from all sources (including contributions)2017-12-31$1,871,445
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$708,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$700,081
Value of total corrective distributions2017-12-31$3,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$970,499
Value of total assets at end of year2017-12-31$9,774,827
Value of total assets at beginning of year2017-12-31$8,612,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,824
Total interest from all sources2017-12-31$80,745
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$474
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$474
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$771,658
Participant contributions at end of year2017-12-31$292,148
Participant contributions at beginning of year2017-12-31$311,733
Participant contributions at end of year2017-12-31$17,067
Participant contributions at beginning of year2017-12-31$17,313
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,592
Other income not declared elsewhere2017-12-31$5,000
Administrative expenses (other) incurred2017-12-31$4,824
Total non interest bearing cash at end of year2017-12-31$42
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,163,342
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,771,629
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,608,287
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,383
Value of interest in pooled separate accounts at end of year2017-12-31$5,049,728
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,078,576
Interest on participant loans2017-12-31$12,802
Interest earned on other investments2017-12-31$67,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,415,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,190,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,563
Net investment gain/loss from pooled separate accounts2017-12-31$811,164
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$147,249
Employer contributions (assets) at end of year2017-12-31$765
Employer contributions (assets) at beginning of year2017-12-31$1,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$700,081
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,198
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,491
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 name2017-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2017-12-31570381582
2016 : HILO MEDICAL INVESTORS LTD 401(K) 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$4,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,707
Total income from all sources (including contributions)2016-12-31$1,190,755
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$851,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$844,209
Value of total corrective distributions2016-12-31$4,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$866,645
Value of total assets at end of year2016-12-31$8,612,778
Value of total assets at beginning of year2016-12-31$8,273,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,075
Total interest from all sources2016-12-31$74,496
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$273
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$273
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$660,153
Participant contributions at end of year2016-12-31$311,733
Participant contributions at beginning of year2016-12-31$270,816
Participant contributions at end of year2016-12-31$17,313
Participant contributions at beginning of year2016-12-31$14,969
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$69,546
Other income not declared elsewhere2016-12-31$5,833
Administrative expenses (other) incurred2016-12-31$3,075
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$338,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,608,287
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,269,307
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$13,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,487
Value of interest in pooled separate accounts at end of year2016-12-31$4,078,576
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,916,419
Interest on participant loans2016-12-31$12,271
Interest earned on other investments2016-12-31$62,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,190,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,028,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$704
Net investment gain/loss from pooled separate accounts2016-12-31$242,804
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$136,946
Employer contributions (assets) at end of year2016-12-31$1,091
Employer contributions (assets) at beginning of year2016-12-31$772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$844,209
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,491
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,707
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 name2016-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2016-12-31570381582
2015 : HILO MEDICAL INVESTORS LTD 401(K) PLAN 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$3,707
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$919,879
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$831,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$826,120
Value of total corrective distributions2015-12-31$3,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$825,345
Value of total assets at end of year2015-12-31$8,273,014
Value of total assets at beginning of year2015-12-31$8,181,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,900
Total interest from all sources2015-12-31$74,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,940
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$1,940
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$656,473
Participant contributions at end of year2015-12-31$270,816
Participant contributions at beginning of year2015-12-31$367,474
Participant contributions at end of year2015-12-31$14,969
Participant contributions at beginning of year2015-12-31$8,861
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,725
Administrative expenses (other) incurred2015-12-31$1,900
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$88,152
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,269,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,181,155
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$41,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$95,974
Value of interest in pooled separate accounts at end of year2015-12-31$3,916,419
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,975,455
Interest on participant loans2015-12-31$13,597
Interest earned on other investments2015-12-31$60,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,028,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,732,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,727
Net investment gain/loss from pooled separate accounts2015-12-31$22,243
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$140,147
Employer contributions (assets) at end of year2015-12-31$772
Employer contributions (assets) at beginning of year2015-12-31$458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$826,120
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,707
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2015-12-31570381582
2014 : HILO MEDICAL INVESTORS LTD 401(K) PLAN 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$1,097,819
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$414,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$412,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$812,493
Value of total assets at end of year2014-12-31$8,181,155
Value of total assets at beginning of year2014-12-31$7,497,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,055
Total interest from all sources2014-12-31$77,611
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,032
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$2,032
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$668,276
Participant contributions at end of year2014-12-31$367,474
Participant contributions at beginning of year2014-12-31$344,837
Participant contributions at end of year2014-12-31$8,861
Participant contributions at beginning of year2014-12-31$8,586
Other income not declared elsewhere2014-12-31$-1
Administrative expenses (other) incurred2014-12-31$2,055
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$683,561
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,181,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,497,594
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$95,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,287
Value of interest in pooled separate accounts at end of year2014-12-31$3,975,455
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,451,601
Interest on participant loans2014-12-31$17,035
Interest earned on other investments2014-12-31$60,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,732,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,604,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-82
Net investment gain/loss from pooled separate accounts2014-12-31$205,766
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$144,217
Employer contributions (assets) at end of year2014-12-31$458
Employer contributions (assets) at beginning of year2014-12-31$550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$412,203
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 name2014-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2014-12-31570381582
2013 : HILO MEDICAL INVESTORS LTD 401(K) 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$1,550,512
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$543,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$540,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$828,466
Value of total assets at end of year2013-12-31$7,497,594
Value of total assets at beginning of year2013-12-31$6,490,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,460
Total interest from all sources2013-12-31$77,218
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,182
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$2,182
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$644,888
Participant contributions at end of year2013-12-31$344,837
Participant contributions at beginning of year2013-12-31$257,609
Participant contributions at end of year2013-12-31$8,586
Participant contributions at beginning of year2013-12-31$8,565
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,384
Administrative expenses (other) incurred2013-12-31$2,460
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$1,007,064
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,497,594
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,490,530
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$87,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,852
Value of interest in pooled separate accounts at end of year2013-12-31$3,451,601
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,627,491
Interest on participant loans2013-12-31$13,193
Interest earned on other investments2013-12-31$64,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,604,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,530,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,198
Net investment gain/loss from pooled separate accounts2013-12-31$630,448
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$143,194
Employer contributions (assets) at end of year2013-12-31$550
Employer contributions (assets) at beginning of year2013-12-31$534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$540,988
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 name2013-12-31JOSEPH DECOSIMO AND COMPANY LLC
Accountancy firm EIN2013-12-31620852719
2012 : HILO MEDICAL INVESTORS LTD 401(K) 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$1,250,660
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$420,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$418,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$835,809
Value of total assets at end of year2012-12-31$6,490,530
Value of total assets at beginning of year2012-12-31$5,660,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,665
Total interest from all sources2012-12-31$83,838
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,069
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$2,069
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 period2012-12-31No
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$640,145
Participant contributions at end of year2012-12-31$257,609
Participant contributions at beginning of year2012-12-31$245,119
Participant contributions at end of year2012-12-31$8,565
Participant contributions at beginning of year2012-12-31$8,894
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,868
Administrative expenses (other) incurred2012-12-31$1,665
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$666
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$830,399
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,490,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,660,131
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$65,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,854
Value of interest in pooled separate accounts at end of year2012-12-31$2,627,491
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,064,935
Interest on participant loans2012-12-31$10,405
Interest earned on other investments2012-12-31$73,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,530,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,298,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,158
Net investment gain/loss from pooled separate accounts2012-12-31$323,786
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$142,796
Employer contributions (assets) at end of year2012-12-31$534
Employer contributions (assets) at beginning of year2012-12-31$1,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$418,596
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOSEPH DECOSIMO AND COMPANY LLC
Accountancy firm EIN2012-12-31620852719
2011 : HILO MEDICAL INVESTORS LTD 401(K) 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$31,704
Total income from all sources (including contributions)2011-12-31$796,424
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$348,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$347,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$724,209
Value of total assets at end of year2011-12-31$5,660,131
Value of total assets at beginning of year2011-12-31$5,243,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,453
Total interest from all sources2011-12-31$85,833
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$34,282
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$34,282
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 period2011-12-31Yes
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$596,379
Participant contributions at end of year2011-12-31$245,119
Participant contributions at beginning of year2011-12-31$267,288
Participant contributions at end of year2011-12-31$8,894
Participant contributions at beginning of year2011-12-31$7,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$31,704
Administrative expenses (other) incurred2011-12-31$1,453
Total non interest bearing cash at end of year2011-12-31$666
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$447,906
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,660,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,212,225
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$40,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,577,118
Value of interest in pooled separate accounts at end of year2011-12-31$2,064,935
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$12,212
Interest earned on other investments2011-12-31$73,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,298,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,240,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,133
Net investment gain/loss from pooled separate accounts2011-12-31$153,233
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$127,830
Employer contributions (assets) at end of year2011-12-31$1,103
Employer contributions (assets) at beginning of year2011-12-31$118,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$347,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOSEPH DECOSIMO AND COMPANY LLC
Accountancy firm EIN2011-12-31620852719
2010 : HILO MEDICAL INVESTORS LTD 401(K) 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$31,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,071
Total income from all sources (including contributions)2010-12-31$1,018,936
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$206,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$205,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$673,378
Value of total assets at end of year2010-12-31$5,243,929
Value of total assets at beginning of year2010-12-31$4,406,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$850
Total interest from all sources2010-12-31$87,701
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,298
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$66,298
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 period2010-12-31Yes
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$540,626
Participant contributions at end of year2010-12-31$267,288
Participant contributions at beginning of year2010-12-31$202,091
Participant contributions at end of year2010-12-31$7,213
Participant contributions at beginning of year2010-12-31$21,540
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$31,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,071
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$812,792
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,212,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,399,433
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$2,577,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,447
Interest on participant loans2010-12-31$10,496
Interest earned on other investments2010-12-31$77,204
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$2,075,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$17,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$17,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,240,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,914,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$172,238
Net investment gain or loss from common/collective trusts2010-12-31$19,321
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$118,730
Employer contributions (assets) at end of year2010-12-31$118,730
Employer contributions (assets) at beginning of year2010-12-31$128,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$205,294
Contract administrator fees2010-12-31$850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOSEPH DECOSIMO AND COMPANY LLC
Accountancy firm EIN2010-12-31620852719
2009 : HILO MEDICAL INVESTORS LTD 401(K) 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 HILO MEDICAL INVESTORS LTD 401(K) PLAN

2022: HILO MEDICAL INVESTORS LTD 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: HILO MEDICAL INVESTORS LTD 401(K) 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: HILO MEDICAL INVESTORS LTD 401(K) 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: HILO MEDICAL INVESTORS LTD 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HILO MEDICAL INVESTORS LTD 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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: HILO MEDICAL INVESTORS LTD 401(K) 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
2009: HILO MEDICAL INVESTORS LTD 401(K) 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041762
Policy instance 1
Insurance contract or identification number041762
Number of Individuals Covered342
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041762
Policy instance 1
Insurance contract or identification number041762
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041762
Policy instance 1
Insurance contract or identification number041762
Number of Individuals Covered360
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041762
Policy instance 1
Insurance contract or identification number041762
Number of Individuals Covered380
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41762
Policy instance 1
Insurance contract or identification number41762
Number of Individuals Covered388
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41762
Policy instance 1
Insurance contract or identification number41762
Number of Individuals Covered392
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
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?Yes
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

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