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Plan Name | HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HURLBUT HEALTH CONSULTING, LLC |
Employer identification number (EIN): | 822927589 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Additional information about HURLBUT HEALTH CONSULTING, LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2017-09-25 |
Company Identification Number: | 5207474 |
Legal Registered Office Address: |
740 EAST AVENUE Monroe ROCHESTER United States of America (USA) 14607 |
More information about HURLBUT HEALTH CONSULTING, LLC
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 |
Measure | Date | Value |
---|---|---|
2022: HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,598 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,686 |
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 | 207 |
Total of all active and inactive participants | 2022-01-01 | 1,893 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,893 |
Number of participants with account balances | 2022-01-01 | 567 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,004 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,400 |
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 | 198 |
Total of all active and inactive participants | 2021-01-01 | 1,598 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,598 |
Number of participants with account balances | 2021-01-01 | 574 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 19 |
2020: HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,366 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,004 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2,004 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2,004 |
Number of participants with account balances | 2020-01-01 | 523 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $-1,590,827 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,017,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,861,712 |
Value of total corrective distributions | 2022-12-31 | $36,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,070,379 |
Value of total assets at end of year | 2022-12-31 | $13,977,168 |
Value of total assets at beginning of year | 2022-12-31 | $17,585,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $118,853 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $477,091 |
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 | $477,091 |
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 | $987,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,657 |
Total non interest bearing cash at end of year | 2022-12-31 | $242 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,341 |
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 | $-3,608,190 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,977,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,585,358 |
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 |
Investment advisory and management fees | 2022-12-31 | $32,468 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,425,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,765,916 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $551,382 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $818,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,138,297 |
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 |
Contributions received in cash from employer | 2022-12-31 | $69,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,861,712 |
Contract administrator fees | 2022-12-31 | $86,385 |
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 | BONADIO & CO., LLP |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $3,695,480 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,038,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,860,645 |
Value of total corrective distributions | 2021-12-31 | $38,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,650,953 |
Value of total assets at end of year | 2021-12-31 | $17,585,358 |
Value of total assets at beginning of year | 2021-12-31 | $16,927,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $138,930 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,301,414 |
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 | $2,301,414 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
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 | $1,129,251 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $441,861 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,341 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $2,578 |
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 | $657,449 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,585,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,927,909 |
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 |
Investment advisory and management fees | 2021-12-31 | $39,587 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,765,916 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,230,346 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $818,101 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $694,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-256,887 |
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 |
Contributions received in cash from employer | 2021-12-31 | $79,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,860,645 |
Contract administrator fees | 2021-12-31 | $99,343 |
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 | BONADIO & CO., LLP |
Accountancy firm EIN | 2021-12-31 | 161131146 |
2020 : HURLBUT HEALTH CONSULTING, LLC 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $3,403,294 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,165,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $992,729 |
Value of total corrective distributions | 2020-12-31 | $33,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,382,492 |
Value of total assets at end of year | 2020-12-31 | $16,927,909 |
Value of total assets at beginning of year | 2020-12-31 | $14,689,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $139,327 |
Total interest from all sources | 2020-12-31 | $63 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $591,924 |
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 | $591,924 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $4,975 |
Contributions received from participants | 2020-12-31 | $1,289,780 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,053 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $5,131 |
Total non interest bearing cash at end of year | 2020-12-31 | $2,578 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $56 |
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 | $2,238,058 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,927,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,689,851 |
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 |
Investment advisory and management fees | 2020-12-31 | $37,327 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,230,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,059,826 |
Interest on participant loans | 2020-12-31 | $63 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $694,985 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $624,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,428,815 |
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 |
Contributions received in cash from employer | 2020-12-31 | $89,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $992,729 |
Contract administrator fees | 2020-12-31 | $102,000 |
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 | BONADIO & CO., LLP |
Accountancy firm EIN | 2020-12-31 | 161131146 |
2022: HURLBUT HEALTH CONSULTING, LLC 401(K) 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: HURLBUT HEALTH CONSULTING, LLC 401(K) 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: HURLBUT HEALTH CONSULTING, LLC 401(K) 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 |