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| Plan Name | PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHM HEALTHCARE SOLUTIONS, INC. |
| Employer identification number (EIN): | 660693134 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2020: PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 96 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 96 |
| Number of participants with account balances | 2020-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 53 |
| Number of participants with account balances | 2019-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2020 : PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $388,384 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $82,743 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $77,346 |
| Total plan assets at end of year | 2020-12-31 | $540,717 |
| Total plan assets at beginning of year | 2020-12-31 | $235,076 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $161,709 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,397 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $24,937 |
| Noncash contributions received | 2020-12-31 | $85,839 |
| Net income (gross income less expenses) | 2020-12-31 | $305,641 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $540,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $235,076 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $115,899 |
| 2019 : PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $236,347 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,271 |
| Total plan assets at end of year | 2019-12-31 | $235,076 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $120,467 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,271 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $27,032 |
| Other income received | 2019-12-31 | $12,597 |
| Net income (gross income less expenses) | 2019-12-31 | $235,076 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $235,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $76,251 |
| 2020: PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2020 form 5500 responses | ||
|---|---|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PHM HEALTHCARE SOLUTIONS RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | RM 86444-1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 136524 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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