401k Plan data: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN plan

PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	PROFESSIONAL CASE MANAGEMENT 401(K) PLAN
Plan identification number	001

PROFESSIONAL CASE MANAGEMENT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT

Employer identification number (EIN): 841383042

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL CASE MANAGEMENT 401(K) 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 2018-01-01
001 2018-01-01
001 2017-01-01 CURTIS FLETCHER
001 2017-01-01 CURTIS FLETCHER
001 2017-01-01 CURTIS FLETCHER

Plan Statistics for PROFESSIONAL CASE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for PROFESSIONAL CASE MANAGEMENT 401(K) PLAN

Measure Date Value
2022: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 785
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 525
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 62
Total of all active and inactive participants 2022-01-01 587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 588
Number of participants with account balances 2022-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 802
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 753
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 31
Total of all active and inactive participants 2021-01-01 784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 785
Number of participants with account balances 2021-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 587
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 790
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 11
Total of all active and inactive participants 2020-01-01 801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 802
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 577
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 7
Total of all active and inactive participants 2019-01-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 585
Number of participants with account balances 2019-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 460
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 467
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 425
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 426
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	785
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	525
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	62
Total of all active and inactive participants	2022-01-01	587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	588
Number of participants with account balances	2022-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	753
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	31
Total of all active and inactive participants	2021-01-01	784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	785
Number of participants with account balances	2021-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	587
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	790
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	11
Total of all active and inactive participants	2020-01-01	801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	802
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	577
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	7
Total of all active and inactive participants	2019-01-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	585
Number of participants with account balances	2019-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	460
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	467
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	425
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	426
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on PROFESSIONAL CASE MANAGEMENT 401(K) PLAN

Measure	Date	Value
2022 : PROFESSIONAL CASE MANAGEMENT 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	$1,159,600
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$431,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$430,441
Value of total corrective distributions	2022-12-31	$438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,688,519
Value of total assets at end of year	2022-12-31	$3,317,843
Value of total assets at beginning of year	2022-12-31	$2,589,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$730
Total interest from all sources	2022-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$220,761
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	$220,761
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$50,000
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	$1,178,300
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$247,212
Administrative expenses (other) incurred	2022-12-31	$730
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	$727,991
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,317,843
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,589,852
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	$3,276,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,560,786
Value of interest in common/collective trusts at end of year	2022-12-31	$37,924
Value of interest in common/collective trusts at beginning of year	2022-12-31	$29,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-750,132
Net investment gain or loss from common/collective trusts	2022-12-31	$443
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	Yes
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	$263,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$430,441
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : PROFESSIONAL CASE MANAGEMENT 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	$1,289,573
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$530,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$529,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$965,441
Value of total assets at end of year	2021-12-31	$2,589,852
Value of total assets at beginning of year	2021-12-31	$1,830,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$960
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$182,864
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	$182,864
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$50,000
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	$689,293
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$276,148
Administrative expenses (other) incurred	2021-12-31	$960
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	$759,132
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,589,852
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,830,720
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	$2,560,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,821,906
Value of interest in common/collective trusts at end of year	2021-12-31	$29,066
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$141,268
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	Yes
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	$529,481
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : PROFESSIONAL CASE MANAGEMENT 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	$698,123
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$33,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$32,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$423,434
Value of total assets at end of year	2020-12-31	$1,830,720
Value of total assets at beginning of year	2020-12-31	$1,165,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$510
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$73,412
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	$73,412
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$50,000
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	$374,006
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$49,428
Administrative expenses (other) incurred	2020-12-31	$510
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	$665,112
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,830,720
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,165,608
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	$1,821,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,163,106
Value of interest in common/collective trusts at end of year	2020-12-31	$8,814
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$201,189
Net investment gain or loss from common/collective trusts	2020-12-31	$88
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	Yes
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	$32,501
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	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$622,393
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$143,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$143,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$436,571
Value of total assets at end of year	2019-12-31	$1,165,608
Value of total assets at beginning of year	2019-12-31	$686,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$500
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$52,914
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	$52,914
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000
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
Contributions received from participants	2019-12-31	$374,738
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$61,833
Administrative expenses (other) incurred	2019-12-31	$500
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	$478,728
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,165,608
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$686,880
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 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	$1,163,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$684,962
Value of interest in common/collective trusts at end of year	2019-12-31	$2,502
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$132,875
Net investment gain or loss from common/collective trusts	2019-12-31	$33
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	Yes
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	$143,165
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	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	$284,075
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$10,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$338,876
Value of total assets at end of year	2018-12-31	$686,880
Value of total assets at beginning of year	2018-12-31	$413,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$250
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$44,079
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	$44,079
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$338,876
Administrative expenses (other) incurred	2018-12-31	$250
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	$273,393
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$686,880
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$413,487
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	$684,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$413,193
Value of interest in common/collective trusts at end of year	2018-12-31	$1,918
Value of interest in common/collective trusts at beginning of year	2018-12-31	$294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-98,900
Net investment gain or loss from common/collective trusts	2018-12-31	$20
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
Contributions received in cash from employer	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,432
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$421,921
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$8,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$390,047
Value of total assets at end of year	2017-12-31	$413,487
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$250
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$14,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$14,242
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$277,346
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$112,701
Administrative expenses (other) incurred	2017-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$413,487
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$413,487
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$413,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$294
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,184
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EKS&H LLLP
Accountancy firm EIN	2017-12-31	461497033

Form 5500 Responses for PROFESSIONAL CASE MANAGEMENT 401(K) PLAN

2022: PROFESSIONAL CASE MANAGEMENT 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: PROFESSIONAL CASE MANAGEMENT 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: PROFESSIONAL CASE MANAGEMENT 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
2019: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFESSIONAL CASE MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PROFESSIONAL CASE MANAGEMENT SERVICES OF AMERICA, INC. 401(K) PLAN [EIN = 261365212]

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Company Name:	ACT FOR HEALTH DBA PROFESSIONAL CASE MANAGEMENT
Employer identification number (EIN):	841383042
NAIC Classification:	621610
NAIC Description:	Home Health Care Services