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NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameNICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 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.

401k Sponsoring company profile

NICHE HEALTHCARE STRATEGIC ADV has sponsored the creation of one or more 401k plans.

Company Name:NICHE HEALTHCARE STRATEGIC ADV
Employer identification number (EIN):815082693
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DARYL BOGARD
0012023-01-01
0012023-01-01DARYL BOGARD
0012022-01-01DARYL BOGARD2023-09-29
0012021-01-01
0012021-01-01DARYL BOGARD
0012019-01-01
0012018-01-01DARYL BOGARD
0012017-01-01DARYL M BOGARD

Financial Data on NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$150,575
Expenses. Total of all expenses incurred2024-01-01$60
Benefits paid (including direct rollovers)2024-01-01$0
Total plan assets at end of year2024-01-01$803,401
Total plan assets at beginning of year2024-01-01$652,886
Value of fidelity bond covering the plan2024-01-01$0
Total contributions received or receivable from participants2024-01-01$6,000
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$144,575
Net income (gross income less expenses)2024-01-01$150,515
Net plan assets at end of year (total assets less liabilities)2024-01-01$803,401
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$652,886
Total contributions received or receivable from employer(s)2024-01-01$0
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$60
2023 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$157,090
Expenses. Total of all expenses incurred2023-12-31$60
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$652,886
Total plan assets at beginning of year2023-12-31$495,856
Value of fidelity bond covering the plan2023-12-31$0
Total contributions received or receivable from participants2023-12-31$12,000
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$136,970
Net income (gross income less expenses)2023-12-31$157,030
Net plan assets at end of year (total assets less liabilities)2023-12-31$652,886
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$495,856
Total contributions received or receivable from employer(s)2023-12-31$8,120
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$60
2021 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$144,243
Expenses. Total of all expenses incurred2021-12-31$60
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$551,681
Total plan assets at beginning of year2021-12-31$407,498
Value of fidelity bond covering the plan2021-12-31$0
Total contributions received or receivable from participants2021-12-31$52,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$68,243
Net income (gross income less expenses)2021-12-31$144,183
Net plan assets at end of year (total assets less liabilities)2021-12-31$551,681
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$407,498
Total contributions received or receivable from employer(s)2021-12-31$24,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$60
2019 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$124,421
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$254,007
Total plan assets at beginning of year2019-12-31$129,586
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$50,000
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$44,091
Net income (gross income less expenses)2019-12-31$124,421
Net plan assets at end of year (total assets less liabilities)2019-12-31$254,007
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$129,586
Total contributions received or receivable from employer(s)2019-12-31$30,330
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$78,372
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$129,586
Total plan assets at beginning of year2018-12-31$51,214
Value of fidelity bond covering the plan2018-12-31$0
Total contributions received or receivable from participants2018-12-31$49,000
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-2,903
Net income (gross income less expenses)2018-12-31$78,372
Net plan assets at end of year (total assets less liabilities)2018-12-31$129,586
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$51,214
Total contributions received or receivable from employer(s)2018-12-31$32,275
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$51,214
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$51,214
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$48,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,214
Net income (gross income less expenses)2017-12-31$51,214
Net plan assets at end of year (total assets less liabilities)2017-12-31$51,214
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST

2023: NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2021: NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 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
2019: NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 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: NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 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: NICHE HEALTHCARE STRATEGIC ADV 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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