401k Plan data: DEVOTED HEALTH 401(K) RETIREMENT PLAN plan

DEVOTED HEALTH 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	DEVOTED HEALTH 401(K) RETIREMENT PLAN
Plan identification number	001

DEVOTED HEALTH 401(K) RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DEVOTED HEALTH INC. has sponsored the creation of one or more 401k plans.

Company Name: DEVOTED HEALTH INC.

Employer identification number (EIN): 821023772

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEVOTED HEALTH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-10-01 SANDRA AVILA

Plan Statistics for DEVOTED HEALTH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DEVOTED HEALTH 401(K) RETIREMENT PLAN

Measure Date Value
2022: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,260
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,891
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 177
Total of all active and inactive participants 2022-01-01 2,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,068
Number of participants with account balances 2022-01-01 1,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 738
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,261
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 76
Total of all active and inactive participants 2021-01-01 1,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,338
Number of participants with account balances 2021-01-01 715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 685
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 717
Number of participants with account balances 2020-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 351
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 17
Total of all active and inactive participants 2019-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 368
Number of participants with account balances 2019-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 159
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 159
Number of participants with account balances 2018-10-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0

Measure	Date	Value
2022: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,260
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,891
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	177
Total of all active and inactive participants	2022-01-01	2,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,068
Number of participants with account balances	2022-01-01	1,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	738
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,261
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	76
Total of all active and inactive participants	2021-01-01	1,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,338
Number of participants with account balances	2021-01-01	715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	685
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	717
Number of participants with account balances	2020-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	351
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	17
Total of all active and inactive participants	2019-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	368
Number of participants with account balances	2019-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	159
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	159
Number of participants with account balances	2018-10-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0

Financial Data on DEVOTED HEALTH 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : DEVOTED HEALTH 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$8,341,235
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$917,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$895,601
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,911
Value of total corrective distributions	2022-12-31	$3,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,605,903
Value of total assets at end of year	2022-12-31	$23,994,704
Value of total assets at beginning of year	2022-12-31	$16,571,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,380
Total interest from all sources	2022-12-31	$16,719
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$560,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$560,576
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,918,762
Participant contributions at end of year	2022-12-31	$468,379
Participant contributions at beginning of year	2022-12-31	$330,709
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,687,141
Other income not declared elsewhere	2022-12-31	$55
Administrative expenses (other) incurred	2022-12-31	$13,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$7,423,312
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,994,704
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,571,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,526,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,240,683
Interest on participant loans	2022-12-31	$16,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,842,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$895,601
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	APRIO LLP
Accountancy firm EIN	2022-12-31	571157523
2021 : DEVOTED HEALTH 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,026,941
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$607,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$586,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,318,823
Value of total assets at end of year	2021-12-31	$16,571,392
Value of total assets at beginning of year	2021-12-31	$8,152,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,569
Total interest from all sources	2021-12-31	$8,610
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,560,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,560,844
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,556,134
Participant contributions at end of year	2021-12-31	$330,709
Participant contributions at beginning of year	2021-12-31	$159,095
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,762,689
Administrative expenses (other) incurred	2021-12-31	$21,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,419,001
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,571,392
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,152,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,240,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,993,296
Interest on participant loans	2021-12-31	$8,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$138,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$586,371
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2021-12-31	010523282
2020 : DEVOTED HEALTH 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,470,635
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$107,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$104,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,357,428
Value of total assets at end of year	2020-12-31	$8,152,391
Value of total assets at beginning of year	2020-12-31	$2,789,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,575
Total interest from all sources	2020-12-31	$5,512
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$161,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$161,238
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$279,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,667,416
Participant contributions at end of year	2020-12-31	$159,095
Participant contributions at beginning of year	2020-12-31	$58,266
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,690,012
Other income not declared elsewhere	2020-12-31	$13,668
Administrative expenses (other) incurred	2020-12-31	$2,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,363,213
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,152,391
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,789,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,993,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,730,912
Interest on participant loans	2020-12-31	$5,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$932,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$104,847
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERRY, DUNN, MCNEIL & PARKER LLC
Accountancy firm EIN	2020-12-31	010523282
2019 : DEVOTED HEALTH 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,329,331
Total income from all sources (including contributions)	2019-12-31	$2,329,331
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$71,924
Total of all expenses incurred	2019-12-31	$71,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$42,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$42,115
Value of total corrective distributions	2019-12-31	$28,964
Value of total corrective distributions	2019-12-31	$28,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,039,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,039,897
Value of total assets at end of year	2019-12-31	$2,789,178
Value of total assets at end of year	2019-12-31	$2,789,178
Value of total assets at beginning of year	2019-12-31	$531,771
Value of total assets at beginning of year	2019-12-31	$531,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$845
Total interest from all sources	2019-12-31	$1,178
Total interest from all sources	2019-12-31	$1,178
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$53,685
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$53,685
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$53,685
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$53,685
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	$54,000
Value of fidelity bond cover	2019-12-31	$54,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
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	$1,435,185
Contributions received from participants	2019-12-31	$1,435,185
Participant contributions at end of year	2019-12-31	$58,266
Participant contributions at end of year	2019-12-31	$58,266
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$604,712
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$604,712
Administrative expenses (other) incurred	2019-12-31	$845
Administrative expenses (other) incurred	2019-12-31	$845
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	$2,257,407
Value of net income/loss	2019-12-31	$2,257,407
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,789,178
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,789,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$531,771
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$531,771
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	$2,730,912
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,730,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$531,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$531,771
Interest on participant loans	2019-12-31	$1,178
Interest on participant loans	2019-12-31	$1,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$234,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$234,571
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	$42,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$42,115
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	BERRY, DUNN, MCNEIL & PARKER LLC
Accountancy firm name	2019-12-31	BERRY, DUNN, MCNEIL & PARKER LLC
Accountancy firm EIN	2019-12-31	010523282
Accountancy firm EIN	2019-12-31	010523282
2018 : DEVOTED HEALTH 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$531,771
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$549,922
Value of total assets at end of year	2018-12-31	$531,771
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,261
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	$6,261
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$251,290
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$298,632
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	$531,771
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$531,771
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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	$531,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-24,412
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
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

Form 5500 Responses for DEVOTED HEALTH 401(K) RETIREMENT PLAN

2022: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DEVOTED HEALTH 401(K) RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DEVOTED HEALTH 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	First time form 5500 has been submitted	Yes
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes

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DEVOTED HEALTH CARE INC 401(K) PLAN AND TRUST [EIN = 204081109]

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Company Name:	DEVOTED HEALTH INC.
Employer identification number (EIN):	821023772
NAIC Classification:	524140