401k Plan data: SMART HEALTH CARE, INC. PROFIT SHARING PLAN plan

SMART HEALTH CARE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SMART HEALTH CARE, INC. PROFIT SHARING PLAN
Plan identification number	001

SMART HEALTH CARE, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SMART HEALTH CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMART HEALTH CARE, INC.

Employer identification number (EIN): 721340727

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMART HEALTH CARE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 TASHONDA HENRY TASHONDA HENRY 2016-05-16
001 2014-01-01 VALERIE HALL
001 2013-01-01 VALERIE HALL
001 2012-01-01 VALERIE HALL 2013-07-16 VALERIE HALL 2013-07-16
001 2011-01-01 VALERIE HALL 2012-10-02 VALERIE HALL 2012-10-02
001 2010-01-01 VALERIE HALL 2011-07-15 VALERIE HALL 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	TASHONDA HENRY		TASHONDA HENRY	2016-05-16
001	2014-01-01	VALERIE HALL
001	2013-01-01	VALERIE HALL
001	2012-01-01	VALERIE HALL	2013-07-16	VALERIE HALL	2013-07-16
001	2011-01-01	VALERIE HALL	2012-10-02	VALERIE HALL	2012-10-02
001	2010-01-01	VALERIE HALL	2011-07-15	VALERIE HALL	2011-07-15

Plan Statistics for SMART HEALTH CARE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SMART HEALTH CARE, INC. PROFIT SHARING PLAN

Measure Date Value
2015: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 23
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	23
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SMART HEALTH CARE, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-07-10	$0
Total plan liabilities at end of year	2015-07-10	$0
Total plan liabilities at beginning of year	2015-07-10	$0
Total income from all sources	2015-07-10	$47,206
Expenses. Total of all expenses incurred	2015-07-10	$1,652,664
Benefits paid (including direct rollovers)	2015-07-10	$1,652,231
Total plan assets at end of year	2015-07-10	$0
Total plan assets at beginning of year	2015-07-10	$1,605,458
Value of fidelity bond covering the plan	2015-07-10	$300,000
Total contributions received or receivable from participants	2015-07-10	$2,086
Expenses. Other expenses not covered elsewhere	2015-07-10	$0
Contributions received from other sources (not participants or employers)	2015-07-10	$0
Other income received	2015-07-10	$45,120
Noncash contributions received	2015-07-10	$0
Net income (gross income less expenses)	2015-07-10	$-1,605,458
Net plan assets at end of year (total assets less liabilities)	2015-07-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-07-10	$1,605,458
Assets. Value of participant loans	2015-07-10	$0
Total contributions received or receivable from employer(s)	2015-07-10	$0
Value of certain deemed distributions of participant loans	2015-07-10	$0
Value of corrective distributions	2015-07-10	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-10	$433
2014 : SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$86,756
Expenses. Total of all expenses incurred	2014-12-31	$24,583
Benefits paid (including direct rollovers)	2014-12-31	$24,152
Total plan assets at end of year	2014-12-31	$1,605,458
Total plan assets at beginning of year	2014-12-31	$1,543,285
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$17,486
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$69,270
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$62,173
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,605,458
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,543,285
Assets. Value of participant loans	2014-12-31	$160,521
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$431
2013 : SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$101,435
Expenses. Total of all expenses incurred	2013-12-31	$181,643
Benefits paid (including direct rollovers)	2013-12-31	$164,455
Total plan assets at end of year	2013-12-31	$1,543,285
Total plan assets at beginning of year	2013-12-31	$1,623,493
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$24,078
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$77,357
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-80,208
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,543,285
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,623,493
Assets. Value of participant loans	2013-12-31	$206,387
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,188

Form 5500 Responses for SMART HEALTH CARE, INC. PROFIT SHARING PLAN

2015: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SMART HEALTH CARE, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMART HEALTH CARE, INC.
Employer identification number (EIN):	721340727
NAIC Classification:	621610
NAIC Description:	Home Health Care Services