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HEALTHSTREAM INC. 401K PLAN 401k Plan overview

Plan NameHEALTHSTREAM INC. 401K PLAN
Plan identification number 001

HEALTHSTREAM INC. 401K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTHSTREAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTHSTREAM, INC.
Employer identification number (EIN):621443555
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about HEALTHSTREAM, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-03-28
Company Identification Number: 0013168806
Legal Registered Office Address: 500 11TH AVE N STE 1000

NASHVILLE
United States of America (USA)
37203

More information about HEALTHSTREAM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHSTREAM INC. 401K 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
0012018-01-01
0012017-01-01GERRY HAYDEN
0012016-01-01GERARD HAYDEN
0012015-01-01KARLA HACKWORTH
0012014-01-01KARLA HACKWORTH GERARD HAYDEN2015-10-07
0012013-01-01KARLA HACKWORTH GERARD HAYDEN2014-09-30
0012012-01-01KARLA HACKWORTH GERARD HAYDEN2013-10-15
0012011-01-01PATRICIA YEE GERARD HAYDEN2012-10-09
0012010-01-01LISA HOLLINGSWORTH LISA HOLLINGSWORTH2011-10-13
0012009-01-01LISA HOLLINGSWORTH LISA HOLLINGSWORTH2010-10-13

Plan Statistics for HEALTHSTREAM INC. 401K PLAN

401k plan membership statisitcs for HEALTHSTREAM INC. 401K PLAN

Measure Date Value
2022: HEALTHSTREAM INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,348
Total number of active participants reported on line 7a of the Form 55002022-01-011,112
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01345
Total of all active and inactive participants2022-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,465
Number of participants with account balances2022-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0160
2021: HEALTHSTREAM INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,128
Total number of active participants reported on line 7a of the Form 55002021-01-011,028
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01315
Total of all active and inactive participants2021-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,348
Number of participants with account balances2021-01-011,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0179
2020: HEALTHSTREAM INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,036
Total number of active participants reported on line 7a of the Form 55002020-01-01906
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01217
Total of all active and inactive participants2020-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,128
Number of participants with account balances2020-01-011,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: HEALTHSTREAM INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,045
Total number of active participants reported on line 7a of the Form 55002019-01-01807
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01225
Total of all active and inactive participants2019-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,036
Number of participants with account balances2019-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: HEALTHSTREAM INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,217
Total number of active participants reported on line 7a of the Form 55002018-01-01827
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01214
Total of all active and inactive participants2018-01-011,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,045
Number of participants with account balances2018-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01115
2017: HEALTHSTREAM INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,588
Total number of active participants reported on line 7a of the Form 55002017-01-01991
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01223
Total of all active and inactive participants2017-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,217
Number of participants with account balances2017-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: HEALTHSTREAM INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,231
Total number of active participants reported on line 7a of the Form 55002016-01-011,215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01373
Total of all active and inactive participants2016-01-011,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,588
Number of participants with account balances2016-01-011,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0157
2015: HEALTHSTREAM INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,055
Total number of active participants reported on line 7a of the Form 55002015-01-01986
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01215
Total of all active and inactive participants2015-01-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,201
Number of participants with account balances2015-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: HEALTHSTREAM INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01904
Total number of active participants reported on line 7a of the Form 55002014-01-01970
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,055
Number of participants with account balances2014-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTHSTREAM INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01678
Total number of active participants reported on line 7a of the Form 55002013-01-01760
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01795
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEALTHSTREAM INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01592
Total number of active participants reported on line 7a of the Form 55002012-01-01575
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01599
Number of participants with account balances2012-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEALTHSTREAM INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01526
Total number of active participants reported on line 7a of the Form 55002011-01-01570
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01598
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HEALTHSTREAM INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01480
Total number of active participants reported on line 7a of the Form 55002010-01-01449
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01482
Number of participants with account balances2010-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HEALTHSTREAM INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01518
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01468
Number of participants with account balances2009-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEALTHSTREAM INC. 401K PLAN

Measure Date Value
2022 : HEALTHSTREAM INC. 401K 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$0
Total income from all sources (including contributions)2022-12-31$-228,153
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,848,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,632,347
Value of total corrective distributions2022-12-31$5,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,675,588
Value of total assets at end of year2022-12-31$68,395,839
Value of total assets at beginning of year2022-12-31$76,472,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$210,391
Total interest from all sources2022-12-31$30,836
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,371,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,371,472
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$9,442,434
Participant contributions at end of year2022-12-31$780,580
Participant contributions at beginning of year2022-12-31$679,228
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,220,401
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$414
Other income not declared elsewhere2022-12-31$5,807
Administrative expenses (other) incurred2022-12-31$210,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,076,504
Value of net assets at end of year (total assets less liabilities)2022-12-31$68,395,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,472,343
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$66,812,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,578,360
Interest on participant loans2022-12-31$30,836
Value of interest in common/collective trusts at end of year2022-12-31$802,929
Value of interest in common/collective trusts at beginning of year2022-12-31$1,214,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,327,943
Net investment gain or loss from common/collective trusts2022-12-31$16,087
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$2,012,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,631,933
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 name2022-12-31LBMC
Accountancy firm EIN2022-12-31621199757
2021 : HEALTHSTREAM INC. 401K 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$0
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$21,732,409
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,658,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,475,044
Value of total corrective distributions2021-12-31$5,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,376,986
Value of total assets at end of year2021-12-31$76,472,343
Value of total assets at beginning of year2021-12-31$61,398,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$177,323
Total interest from all sources2021-12-31$27,357
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,810,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,810,742
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,146,307
Participant contributions at end of year2021-12-31$679,228
Participant contributions at beginning of year2021-12-31$605,015
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,065,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,203
Other income not declared elsewhere2021-12-31$2,357
Administrative expenses (other) incurred2021-12-31$177,323
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$15,074,111
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,472,343
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,398,232
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$74,578,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,689,819
Interest on participant loans2021-12-31$27,357
Value of interest in common/collective trusts at end of year2021-12-31$1,214,755
Value of interest in common/collective trusts at beginning of year2021-12-31$1,103,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,498,735
Net investment gain or loss from common/collective trusts2021-12-31$16,232
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$1,165,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,473,841
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 name2021-12-31LBMC
Accountancy firm EIN2021-12-31621199757
2020 : HEALTHSTREAM INC. 401K 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$17,858,836
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,814,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,553,249
Value of total corrective distributions2020-12-31$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,763,699
Value of total assets at end of year2020-12-31$61,398,232
Value of total assets at beginning of year2020-12-31$47,353,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$260,766
Total interest from all sources2020-12-31$21,735
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,185,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,185,325
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,077,605
Participant contributions at end of year2020-12-31$605,015
Participant contributions at beginning of year2020-12-31$458,358
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,239,411
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4,314
Other income not declared elsewhere2020-12-31$10,468
Administrative expenses (other) incurred2020-12-31$260,766
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$14,044,740
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,398,232
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,353,492
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$59,689,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,010,996
Interest on participant loans2020-12-31$21,735
Value of interest in common/collective trusts at end of year2020-12-31$1,103,398
Value of interest in common/collective trusts at beginning of year2020-12-31$884,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,849,145
Net investment gain or loss from common/collective trusts2020-12-31$28,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,446,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,548,935
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LBMC
Accountancy firm EIN2020-12-31621199757
2019 : HEALTHSTREAM INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,377,298
Total income from all sources (including contributions)2019-12-31$16,377,298
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,358,138
Total of all expenses incurred2019-12-31$4,358,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,192,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,192,959
Value of total corrective distributions2019-12-31$4,412
Value of total corrective distributions2019-12-31$4,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,197,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,197,336
Value of total assets at end of year2019-12-31$47,353,492
Value of total assets at end of year2019-12-31$47,353,492
Value of total assets at beginning of year2019-12-31$35,334,332
Value of total assets at beginning of year2019-12-31$35,334,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,767
Total interest from all sources2019-12-31$20,954
Total interest from all sources2019-12-31$20,954
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,083,640
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,083,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,083,640
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,083,640
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,626,889
Contributions received from participants2019-12-31$5,626,889
Participant contributions at end of year2019-12-31$458,358
Participant contributions at end of year2019-12-31$458,358
Participant contributions at beginning of year2019-12-31$523,829
Participant contributions at beginning of year2019-12-31$523,829
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,288,435
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,288,435
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$573
Other income not declared elsewhere2019-12-31$2,351
Other income not declared elsewhere2019-12-31$2,351
Administrative expenses (other) incurred2019-12-31$160,767
Administrative expenses (other) incurred2019-12-31$160,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,019,160
Value of net income/loss2019-12-31$12,019,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,353,492
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,353,492
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,334,332
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,334,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,010,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,010,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,436,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,436,534
Interest on participant loans2019-12-31$20,954
Interest on participant loans2019-12-31$20,954
Value of interest in common/collective trusts at end of year2019-12-31$884,138
Value of interest in common/collective trusts at end of year2019-12-31$884,138
Value of interest in common/collective trusts at beginning of year2019-12-31$373,969
Value of interest in common/collective trusts at beginning of year2019-12-31$373,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,053,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,053,991
Net investment gain or loss from common/collective trusts2019-12-31$19,026
Net investment gain or loss from common/collective trusts2019-12-31$19,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,282,012
Contributions received in cash from employer2019-12-31$1,282,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,192,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,192,386
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC
Accountancy firm name2019-12-31LBMC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : HEALTHSTREAM INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,064,270
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,958,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,780,282
Value of total corrective distributions2018-12-31$431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,326,291
Value of total assets at end of year2018-12-31$35,334,332
Value of total assets at beginning of year2018-12-31$37,228,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,528
Total interest from all sources2018-12-31$19,283
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$899,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$899,544
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,160,484
Participant contributions at end of year2018-12-31$523,829
Participant contributions at beginning of year2018-12-31$626,938
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$349,370
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$628,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$15,506
Other income not declared elsewhere2018-12-31$36,606
Administrative expenses (other) incurred2018-12-31$177,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,893,971
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,334,332
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,228,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,436,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,608,087
Interest on participant loans2018-12-31$19,283
Value of interest in common/collective trusts at end of year2018-12-31$373,969
Value of interest in common/collective trusts at beginning of year2018-12-31$279,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,231,348
Net investment gain or loss from common/collective trusts2018-12-31$13,894
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$537,384
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$364,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,764,776
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 name2018-12-31LBMC
Accountancy firm EIN2018-12-31621199757
2017 : HEALTHSTREAM INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,345,128
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,635,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,581,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,914,372
Value of total assets at end of year2017-12-31$37,228,303
Value of total assets at beginning of year2017-12-31$28,518,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,194
Total interest from all sources2017-12-31$12,376
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$710,242
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$710,242
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,391,902
Participant contributions at end of year2017-12-31$626,938
Participant contributions at beginning of year2017-12-31$496,632
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$198,939
Assets. Other investments not covered elsewhere at end of year2017-12-31$349,370
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$338,636
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,076,306
Other income not declared elsewhere2017-12-31$28,430
Administrative expenses (other) incurred2017-12-31$54,194
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$8,709,594
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,228,303
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,518,709
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$35,608,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,380,243
Interest on participant loans2017-12-31$12,376
Value of interest in common/collective trusts at end of year2017-12-31$279,397
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$712,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,677,271
Net investment gain or loss from common/collective trusts2017-12-31$2,437
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$446,164
Employer contributions (assets) at end of year2017-12-31$364,511
Employer contributions (assets) at beginning of year2017-12-31$391,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,581,340
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 name2017-12-31LBMC
Accountancy firm EIN2017-12-31621199757
2016 : HEALTHSTREAM INC. 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,886,910
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,481,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,475,176
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$1,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,036,915
Value of total assets at end of year2016-12-31$28,518,709
Value of total assets at beginning of year2016-12-31$21,113,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,248
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$17,918
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$4,686,557
Participant contributions at end of year2016-12-31$496,632
Participant contributions at beginning of year2016-12-31$436,818
Participant contributions at end of year2016-12-31$198,939
Participant contributions at beginning of year2016-12-31$153,561
Assets. Other investments not covered elsewhere at end of year2016-12-31$338,636
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$315,008
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,957,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$23,082
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$7,405,603
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,518,709
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,113,106
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,380,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,015,676
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$8,686
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$9,232
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$712,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$562,220
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,808,995
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$392,666
Employer contributions (assets) at end of year2016-12-31$391,930
Employer contributions (assets) at beginning of year2016-12-31$629,823
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,475,176
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$4,248
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31LBMC
Accountancy firm EIN2016-12-31621199757
2015 : HEALTHSTREAM INC. 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,714
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,673,162
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,608,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,536,921
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$67,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,009,924
Value of total assets at end of year2015-12-31$21,113,106
Value of total assets at beginning of year2015-12-31$17,115,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,425
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$13,917
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,856,057
Participant contributions at end of year2015-12-31$436,818
Participant contributions at beginning of year2015-12-31$289,444
Participant contributions at end of year2015-12-31$153,561
Participant contributions at beginning of year2015-12-31$112,327
Assets. Other investments not covered elsewhere at end of year2015-12-31$315,008
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$460,107
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,524,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$66,714
Other income not declared elsewhere2015-12-31$4,728
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$4,064,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,113,106
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,048,380
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,015,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,544,725
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,744
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$7,173
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$562,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$448,874
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-355,407
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$629,823
Employer contributions (assets) at end of year2015-12-31$629,823
Employer contributions (assets) at beginning of year2015-12-31$259,617
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,536,921
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$4,425
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31LBMC
Accountancy firm EIN2015-12-31621199757
2014 : HEALTHSTREAM INC. 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$85,550
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,159,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,207,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,106,061
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$98,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,525,648
Value of total assets at end of year2014-12-31$17,115,094
Value of total assets at beginning of year2014-12-31$13,181,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,403
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$13,281
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,178,879
Participant contributions at end of year2014-12-31$289,444
Participant contributions at beginning of year2014-12-31$123,211
Participant contributions at end of year2014-12-31$112,327
Participant contributions at beginning of year2014-12-31$59,418
Assets. Other investments not covered elsewhere at end of year2014-12-31$460,107
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$306,052
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,087,152
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$66,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$85,550
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,952,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,048,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,096,222
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,544,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,847,367
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,684
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$10,597
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$448,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$845,724
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$620,852
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$259,617
Employer contributions (assets) at end of year2014-12-31$259,617
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,106,061
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$3,403
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31LATTIMORE BLACK MORGAN AND CAIN
Accountancy firm EIN2014-12-31621199757
2013 : HEALTHSTREAM INC. 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$85,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$133,014
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,289,977
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$824,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$815,331
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$7,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,198,395
Value of total assets at end of year2013-12-31$13,181,772
Value of total assets at beginning of year2013-12-31$9,763,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,206
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$20,495
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,639,445
Participant contributions at end of year2013-12-31$123,211
Participant contributions at beginning of year2013-12-31$99,145
Participant contributions at end of year2013-12-31$59,418
Participant contributions at beginning of year2013-12-31$67,280
Assets. Other investments not covered elsewhere at end of year2013-12-31$306,052
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$256,829
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$558,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$85,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$133,014
Other income not declared elsewhere2013-12-31$32,886
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,465,237
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,096,222
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,630,985
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,847,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,521,886
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$2,349
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$845,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$818,859
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,038,201
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$815,331
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$2,206
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31LATTIMORE BLACK MORGAN AND CAIN
Accountancy firm EIN2013-12-31621199757
2012 : HEALTHSTREAM INC. 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$133,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$89,261
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,531,977
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$886,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$884,054
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,517,594
Value of total assets at end of year2012-12-31$9,763,999
Value of total assets at beginning of year2012-12-31$8,075,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,888
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$25,325
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,312,078
Participant contributions at end of year2012-12-31$99,145
Participant contributions at beginning of year2012-12-31$105,954
Participant contributions at end of year2012-12-31$67,280
Participant contributions at beginning of year2012-12-31$61,792
Assets. Other investments not covered elsewhere at end of year2012-12-31$256,829
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$236,361
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$205,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$133,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$89,261
Other income not declared elsewhere2012-12-31$13,789
Administrative expenses (other) incurred2012-12-31$2,888
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,645,035
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,630,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,985,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,521,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,901,049
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$2,706
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$818,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$770,055
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$975,269
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$884,054
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31LATTIMORE BLACK MORGAN & CAIN
Accountancy firm EIN2012-12-31621199757
2011 : HEALTHSTREAM INC. 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$89,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,459
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$922,766
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$439,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$337,413
Expenses. Certain deemed distributions of participant loans2011-12-31$10,230
Value of total corrective distributions2011-12-31$89,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,207,428
Value of total assets at end of year2011-12-31$8,075,211
Value of total assets at beginning of year2011-12-31$7,562,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,493
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$26,472
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,180,174
Participant contributions at end of year2011-12-31$105,954
Participant contributions at beginning of year2011-12-31$102,896
Participant contributions at end of year2011-12-31$61,792
Participant contributions at beginning of year2011-12-31$30,294
Assets. Other investments not covered elsewhere at end of year2011-12-31$236,361
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$241,823
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$89,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$59,459
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$2,493
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$483,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,985,950
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,502,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,901,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,394,099
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$2,957
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,515
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$770,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$792,928
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-311,134
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$337,413
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31LATTIMORE BLACK MORGAN & CAIN
Accountancy firm EIN2011-12-31621199757
2010 : HEALTHSTREAM INC. 401K 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$59,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,734,036
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$337,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$334,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$936,720
Value of total assets at end of year2010-12-31$7,562,040
Value of total assets at beginning of year2010-12-31$6,105,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,454
Total interest from all sources2010-12-31$26,827
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$935,548
Participant contributions at end of year2010-12-31$102,896
Participant contributions at beginning of year2010-12-31$62,275
Participant contributions at end of year2010-12-31$30,294
Participant contributions at beginning of year2010-12-31$40,954
Assets. Other investments not covered elsewhere at end of year2010-12-31$241,823
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$107,704
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$59,459
Other income not declared elsewhere2010-12-31$28,021
Administrative expenses (other) incurred2010-12-31$2,454
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$1,396,687
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,502,581
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,105,894
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$6,394,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,182,375
Interest on participant loans2010-12-31$2,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$792,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$712,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$742,468
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$334,895
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 name2010-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2010-12-31621199757
2009 : HEALTHSTREAM INC. 401K 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 HEALTHSTREAM INC. 401K PLAN

2022: HEALTHSTREAM INC. 401K 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTHSTREAM INC. 401K 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTHSTREAM INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTHSTREAM INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTHSTREAM INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTHSTREAM INC. 401K 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: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2015: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2014: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2013: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2012: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2011: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes
2010: HEALTHSTREAM INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEALTHSTREAM INC. 401K 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 benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG34276
Policy instance 1
Insurance contract or identification numberG34276
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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