?>
Logo

OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 401k Plan overview

Plan NameOPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN
Plan identification number 002

OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

OPUSCARE MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:OPUSCARE MANAGEMENT LLC
Employer identification number (EIN):814278711
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01SIRICHAI ASSAPIMONWAIT2017-10-03 SIRICHAI ASSAPIMONWAIT2017-10-03

Plan Statistics for OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN

401k plan membership statisitcs for OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN

Measure Date Value
2021: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01464
Total number of active participants reported on line 7a of the Form 55002021-07-01328
Number of retired or separated participants receiving benefits2021-07-0110
Number of other retired or separated participants entitled to future benefits2021-07-0147
Total of all active and inactive participants2021-07-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01385
Number of participants with account balances2021-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01565
Total number of active participants reported on line 7a of the Form 55002020-07-01408
Number of retired or separated participants receiving benefits2020-07-019
Number of other retired or separated participants entitled to future benefits2020-07-0125
Total of all active and inactive participants2020-07-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01442
Number of participants with account balances2020-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01539
Total number of active participants reported on line 7a of the Form 55002019-07-01577
Number of retired or separated participants receiving benefits2019-07-015
Number of other retired or separated participants entitled to future benefits2019-07-0114
Total of all active and inactive participants2019-07-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01596
Number of participants with account balances2019-07-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01129
2018: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01365
Total number of active participants reported on line 7a of the Form 55002018-07-01521
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-017
Total of all active and inactive participants2018-07-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01528
Number of participants with account balances2018-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
2017: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01214
Total number of active participants reported on line 7a of the Form 55002017-07-01352
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-012
Total of all active and inactive participants2017-07-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01354
Number of participants with account balances2017-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010

Financial Data on OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN

Measure Date Value
2022 : OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$41,694
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$360,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$360,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$638,384
Value of total assets at end of year2022-06-30$3,671,411
Value of total assets at beginning of year2022-06-30$3,990,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$6,268
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$600,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$399,277
Participant contributions at end of year2022-06-30$98,482
Participant contributions at beginning of year2022-06-30$120,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-318,833
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,671,411
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,990,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,489,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,737,629
Interest on participant loans2022-06-30$6,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$82,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$131,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-602,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$239,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$360,527
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30PUERTTO RENFORW
Accountancy firm EIN2022-06-30475335349
2021 : OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,375,010
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$439,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$439,539
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$614,127
Value of total assets at end of year2021-06-30$3,990,244
Value of total assets at beginning of year2021-06-30$3,054,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$3,227
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$600,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$379,444
Participant contributions at end of year2021-06-30$120,823
Participant contributions at beginning of year2021-06-30$38,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$935,471
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,990,244
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,054,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,737,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,835,078
Interest on participant loans2021-06-30$3,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$41
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$41
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$131,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$180,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$757,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$234,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$439,539
Contract administrator fees2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PUERTTO RENFROW, PLLC
Accountancy firm EIN2021-06-30475335349
2020 : OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$846,974
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$146,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$134,951
Expenses. Certain deemed distributions of participant loans2020-06-30$11,051
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$760,889
Value of total assets at end of year2020-06-30$3,054,773
Value of total assets at beginning of year2020-06-30$2,353,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$3,197
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$385,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$335,215
Participant contributions at end of year2020-06-30$38,844
Participant contributions at beginning of year2020-06-30$48,409
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$214,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$700,972
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,054,773
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,353,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,835,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,304,957
Interest on participant loans2020-06-30$3,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$41
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$180,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$82,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$211,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$134,951
Contract administrator fees2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PUERTTO RENFROW, PLLC
Accountancy firm EIN2020-06-30475335349
2019 : OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$561,696
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$125,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$125,608
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$474,280
Value of total assets at end of year2019-06-30$2,353,801
Value of total assets at beginning of year2019-06-30$1,917,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$1,821
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$385,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$253,057
Participant contributions at end of year2019-06-30$48,409
Participant contributions at beginning of year2019-06-30$2,130
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$46,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$436,088
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,353,801
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,917,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,304,957
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,904,993
Interest on participant loans2019-06-30$1,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$10,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$85,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$174,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$125,608
Contract administrator fees2019-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PUERTO RENFROW, PLLC
Accountancy firm EIN2019-06-30475335349
2018 : OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$547,192
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$13,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$12,748
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$355,337
Value of total assets at end of year2018-06-30$1,917,713
Value of total assets at beginning of year2018-06-30$1,384,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,115
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$144
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$385,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$190,015
Participant contributions at end of year2018-06-30$2,130
Participant contributions at beginning of year2018-06-30$885
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$40,084
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$-720
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$533,329
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,917,713
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,384,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$1,904,993
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,382,443
Interest on participant loans2018-06-30$80
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$64
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$10,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,056
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$192,431
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$125,238
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$12,748
Contract administrator fees2018-06-30$1,115
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PUERTO RENFROW, PLLC
Accountancy firm EIN2018-06-30475335349

Form 5500 Responses for OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN

2021: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: OPUSCARE MANAGEMENT LLC 401(K) SAFE HARBOR PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LCOY
Policy instance 1
Insurance contract or identification numberGAP-CP-LCOY
Number of Individuals Covered151
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $317
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?Yes
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
Commission paid to Insurance BrokerUSD $317
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LCOY
Policy instance 1
Insurance contract or identification numberGAP-CP-LCOY
Number of Individuals Covered151
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $392
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?Yes
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
Commission paid to Insurance BrokerUSD $343
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LCOY
Policy instance 1
Insurance contract or identification numberGAP-CP-LCOY
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-LCOY
Policy instance 1
Insurance contract or identification numberGAP-CP-LCOY
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443735
Policy instance 2
Insurance contract or identification number443735
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number443735
Policy instance 1
Insurance contract or identification number443735
Number of Individuals Covered354
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3