401k Plan data: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN plan

WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	WELLNESS HEALTHCARE PARTNERS 401(K) PLAN
Plan identification number	001

WELLNESS HEALTHCARE PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

JN FAMILY HEALTHCARE SERVICES, INC DBA WELLNESS HEALTHCARE PARTNERS has sponsored the creation of one or more 401k plans.

Company Name: JN FAMILY HEALTHCARE SERVICES, INC DBA WELLNESS HEALTHCARE PARTNERS

Employer identification number (EIN): 753169962

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLNESS HEALTHCARE PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ALAN BROMBERG 2021-10-14 ALAN BROMBERG 2021-10-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALAN BROMBERG 2018-10-11 ALAN BROMBERG 2018-10-11
001 2016-01-01 ALAN BROMBERG 2017-09-06 ALAN BROMBERG 2017-09-06
001 2015-01-01 ALAN BROMBERG 2016-07-13 ALAN BROMBERG 2016-07-13
001 2014-12-01 PEGGY NELSON 2015-10-13 PEGGY NELSON 2015-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	ALAN BROMBERG	2021-10-14	ALAN BROMBERG	2021-10-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALAN BROMBERG	2018-10-11	ALAN BROMBERG	2018-10-11
001	2016-01-01	ALAN BROMBERG	2017-09-06	ALAN BROMBERG	2017-09-06
001	2015-01-01	ALAN BROMBERG	2016-07-13	ALAN BROMBERG	2016-07-13
001	2014-12-01	PEGGY NELSON	2015-10-13	PEGGY NELSON	2015-10-13

Plan Statistics for WELLNESS HEALTHCARE PARTNERS 401(K) PLAN

401k plan membership statisitcs for WELLNESS HEALTHCARE PARTNERS 401(K) PLAN

Measure Date Value
2019: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 61
Total of all active and inactive participants 2019-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 61
Number of participants with account balances 2019-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 147
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10

Measure	Date	Value
2019: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	61
Total of all active and inactive participants	2019-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	61
Number of participants with account balances	2019-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	147
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10

Financial Data on WELLNESS HEALTHCARE PARTNERS 401(K) PLAN

Measure	Date	Value
2019 : WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2019 401k financial data
Expenses. Interest paid	2019-12-31	$26,761
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$26,761
Total income from all sources (including contributions)	2019-12-31	$735,823
Total income from all sources (including contributions)	2019-12-31	$735,823
Total of all expenses incurred	2019-12-31	$1,298,728
Total of all expenses incurred	2019-12-31	$1,298,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,261,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,261,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$414,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$414,975
Value of total assets at end of year	2019-12-31	$1,013,784
Value of total assets at end of year	2019-12-31	$1,013,784
Value of total assets at beginning of year	2019-12-31	$1,576,689
Value of total assets at beginning of year	2019-12-31	$1,576,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,771
Total interest from all sources	2019-12-31	$3,130
Total interest from all sources	2019-12-31	$3,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$275,870
Contributions received from participants	2019-12-31	$275,870
Participant contributions at end of year	2019-12-31	$46,807
Participant contributions at end of year	2019-12-31	$46,807
Participant contributions at beginning of year	2019-12-31	$66,506
Participant contributions at beginning of year	2019-12-31	$66,506
Participant contributions at beginning of year	2019-12-31	$15,898
Participant contributions at beginning of year	2019-12-31	$15,898
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$139,105
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$139,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-562,905
Value of net income/loss	2019-12-31	$-562,905
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,013,784
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,013,784
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,576,689
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,576,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$907,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$907,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,392,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,392,833
Interest on participant loans	2019-12-31	$3,130
Interest on participant loans	2019-12-31	$3,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$59,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$59,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$101,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$101,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$317,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$317,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,261,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,261,196
Contract administrator fees	2019-12-31	$10,771
Contract administrator fees	2019-12-31	$10,771
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FGMK, LLC
Accountancy firm name	2019-12-31	FGMK, LLC
Accountancy firm EIN	2019-12-31	362929601
Accountancy firm EIN	2019-12-31	362929601
2018 : WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$932,623
Total income from all sources (including contributions)	2018-12-31	$325,400
Total of all expenses incurred	2018-12-31	$564,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$536,949
Expenses. Certain deemed distributions of participant loans	2018-12-31	$20,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$430,774
Value of total assets at end of year	2018-12-31	$1,576,689
Value of total assets at beginning of year	2018-12-31	$883,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,525
Total interest from all sources	2018-12-31	$4,467
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$59,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$59,766
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$430,774
Participant contributions at end of year	2018-12-31	$66,506
Participant contributions at beginning of year	2018-12-31	$47,049
Participant contributions at end of year	2018-12-31	$15,898
Participant contributions at beginning of year	2018-12-31	$15,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-239,478
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,576,689
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$883,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,392,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$803,806
Interest on participant loans	2018-12-31	$2,713
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$1,754
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$101,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$17,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-169,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$536,949
Contract administrator fees	2018-12-31	$7,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FGMK, LLC
Accountancy firm EIN	2018-12-31	362929601

Form 5500 Responses for WELLNESS HEALTHCARE PARTNERS 401(K) PLAN

2019: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2018: WELLNESS HEALTHCARE PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504545-01

Policy instance

Insurance contract or identification number	504545-01
Number of Individuals Covered	61
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504545-01

Policy instance

Insurance contract or identification number	504545-01
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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See full terms and conditions

Company Name:	JN FAMILY HEALTHCARE SERVICES, INC DBA WELLNESS HEALTHCARE PARTNERS
Employer identification number (EIN):	753169962
NAIC Classification:	621610
NAIC Description:	Home Health Care Services