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Plan Name | HEALTHPOINT 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HEALTHPOINT |
Employer identification number (EIN): | 910884412 |
NAIC Classification: | 621498 |
NAIC Description: | All Other Outpatient Care Centers |
Additional information about HEALTHPOINT
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1971-08-20 |
Company Identification Number: | 600461511 |
Legal Registered Office Address: |
901 5TH AVE STE 3500 SEATTLE United States of America (USA) 981642059 |
More information about HEALTHPOINT
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MOSELLE HORIUCHI | 2023-10-16 | LISA YOHALEM | 2023-10-16 |
001 | 2021-01-01 | MOSELLE HORIUCHI | 2022-10-16 | LISA YOHALEM | 2022-10-16 |
001 | 2020-01-01 | MOSELLE HORIUCHI | 2021-10-14 | LISA YOHALEM | 2021-10-14 |
001 | 2019-01-01 | ||||
001 | 2018-01-01 | MOSELLE HORIUCHI | 2019-09-19 | VICKI HAMMOND | 2019-09-19 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | MOSELLE HORIUCHI | |||
001 | 2013-10-01 | MOSELLE HORIUCHI |
Measure | Date | Value |
---|---|---|
2022: HEALTHPOINT 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 651 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 764 |
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 | 310 |
Total of all active and inactive participants | 2022-01-01 | 1,074 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,074 |
Number of participants with account balances | 2022-01-01 | 1,074 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HEALTHPOINT 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 920 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 908 |
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 | 59 |
Total of all active and inactive participants | 2021-01-01 | 967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 967 |
Number of participants with account balances | 2021-01-01 | 807 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HEALTHPOINT 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 934 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 662 |
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 | 257 |
Total of all active and inactive participants | 2020-01-01 | 919 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 920 |
Number of participants with account balances | 2020-01-01 | 815 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 112 |
2019: HEALTHPOINT 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 876 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 742 |
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 | 155 |
Total of all active and inactive participants | 2019-01-01 | 897 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 897 |
Number of participants with account balances | 2019-01-01 | 787 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 59 |
2018: HEALTHPOINT 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 861 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 724 |
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 | 135 |
Total of all active and inactive participants | 2018-01-01 | 859 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 859 |
Number of participants with account balances | 2018-01-01 | 731 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 109 |
2017: HEALTHPOINT 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 761 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 806 |
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 | 55 |
Total of all active and inactive participants | 2017-01-01 | 861 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 861 |
Number of participants with account balances | 2017-01-01 | 661 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 77 |
2016: HEALTHPOINT 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 728 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 673 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 49 |
Total of all active and inactive participants | 2016-01-01 | 722 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 722 |
Number of participants with account balances | 2016-01-01 | 575 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 24 |
2015: HEALTHPOINT 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 657 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 652 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 64 |
Total of all active and inactive participants | 2015-01-01 | 716 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 716 |
Number of participants with account balances | 2015-01-01 | 546 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 54 |
2014: HEALTHPOINT 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 588 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 629 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 629 |
Number of participants with account balances | 2014-01-01 | 483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 31 |
2013: HEALTHPOINT 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 518 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 531 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 6 |
Total of all active and inactive participants | 2013-10-01 | 537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 537 |
Number of participants with account balances | 2013-10-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HEALTHPOINT 401(K) RETIREMENT 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 | $-2,026,432 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $488,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $428,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,469,297 |
Value of total assets at end of year | 2022-12-31 | $23,434,271 |
Value of total assets at beginning of year | 2022-12-31 | $25,948,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $60,091 |
Total interest from all sources | 2022-12-31 | $9,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $1,641,653 |
Participant contributions at end of year | 2022-12-31 | $276,145 |
Participant contributions at beginning of year | 2022-12-31 | $252,499 |
Participant contributions at end of year | 2022-12-31 | $92,363 |
Participant contributions at beginning of year | 2022-12-31 | $54,177 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $369,434 |
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 | $-2,514,526 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,434,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,948,797 |
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 | $22,911,054 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,461,966 |
Interest on participant loans | 2022-12-31 | $9,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $127,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $164,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $164,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,505,378 |
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 | $458,210 |
Employer contributions (assets) at end of year | 2022-12-31 | $26,844 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $15,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $428,003 |
Contract administrator fees | 2022-12-31 | $60,091 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : HEALTHPOINT 401(K) RETIREMENT 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 | $5,267,594 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,726,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,654,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,145,457 |
Value of total assets at end of year | 2021-12-31 | $25,948,797 |
Value of total assets at beginning of year | 2021-12-31 | $22,407,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $71,276 |
Total interest from all sources | 2021-12-31 | $10,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | $1,428,831 |
Participant contributions at end of year | 2021-12-31 | $252,499 |
Participant contributions at beginning of year | 2021-12-31 | $177,294 |
Participant contributions at end of year | 2021-12-31 | $54,177 |
Participant contributions at beginning of year | 2021-12-31 | $46,069 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $349,629 |
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 | $3,541,578 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,948,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,407,219 |
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 | $22,519 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,461,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,907,806 |
Interest on participant loans | 2021-12-31 | $10,129 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $164,600 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $262,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $262,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,112,008 |
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 | $366,997 |
Employer contributions (assets) at end of year | 2021-12-31 | $15,555 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,036 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,654,740 |
Contract administrator fees | 2021-12-31 | $48,757 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : HEALTHPOINT 401(K) RETIREMENT 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 | $4,839,185 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,519,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,443,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,244,588 |
Value of total assets at end of year | 2020-12-31 | $22,407,219 |
Value of total assets at beginning of year | 2020-12-31 | $19,087,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $76,234 |
Total interest from all sources | 2020-12-31 | $8,023 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $24,536 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $1,268,520 |
Participant contributions at end of year | 2020-12-31 | $177,294 |
Participant contributions at beginning of year | 2020-12-31 | $147,436 |
Participant contributions at end of year | 2020-12-31 | $46,069 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $641,190 |
Administrative expenses (other) incurred | 2020-12-31 | $-11,099 |
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 |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $3,319,376 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,407,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,087,843 |
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 | $62,797 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,907,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $18,662,935 |
Interest on participant loans | 2020-12-31 | $8,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $262,014 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $277,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $277,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,586,574 |
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 | $334,878 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,036 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,443,575 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : HEALTHPOINT 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 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 | $5,129,832 |
Total income from all sources (including contributions) | 2019-12-31 | $5,129,832 |
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 | $1,189,048 |
Total of all expenses incurred | 2019-12-31 | $1,189,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,113,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,873,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,873,148 |
Value of total assets at end of year | 2019-12-31 | $19,087,843 |
Value of total assets at end of year | 2019-12-31 | $19,087,843 |
Value of total assets at beginning of year | 2019-12-31 | $15,147,059 |
Value of total assets at beginning of year | 2019-12-31 | $15,147,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,846 |
Total interest from all sources | 2019-12-31 | $10,867 |
Total interest from all sources | 2019-12-31 | $10,867 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
Administrative expenses professional fees incurred | 2019-12-31 | $26,448 |
Administrative expenses professional fees incurred | 2019-12-31 | $26,448 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $1,179,200 |
Contributions received from participants | 2019-12-31 | $1,179,200 |
Participant contributions at end of year | 2019-12-31 | $147,436 |
Participant contributions at end of year | 2019-12-31 | $147,436 |
Participant contributions at beginning of year | 2019-12-31 | $174,399 |
Participant contributions at beginning of year | 2019-12-31 | $174,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $363,090 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $363,090 |
Other income not declared elsewhere | 2019-12-31 | $3,245,817 |
Other income not declared elsewhere | 2019-12-31 | $3,245,817 |
Administrative expenses (other) incurred | 2019-12-31 | $-10,491 |
Administrative expenses (other) incurred | 2019-12-31 | $-10,491 |
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 | $3,940,784 |
Value of net income/loss | 2019-12-31 | $3,940,784 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,087,843 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,087,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,147,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,147,059 |
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 |
Investment advisory and management fees | 2019-12-31 | $59,889 |
Investment advisory and management fees | 2019-12-31 | $59,889 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,662,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,662,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,831,334 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,831,334 |
Interest on participant loans | 2019-12-31 | $8,277 |
Interest on participant loans | 2019-12-31 | $8,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $277,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $277,472 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $141,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $141,326 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $141,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $141,326 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,590 |
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 |
Contributions received in cash from employer | 2019-12-31 | $330,858 |
Contributions received in cash from employer | 2019-12-31 | $330,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,113,202 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : HEALTHPOINT 401(K) RETIREMENT 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 | $388,279 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,902,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,830,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,435,684 |
Value of total assets at end of year | 2018-12-31 | $15,147,059 |
Value of total assets at beginning of year | 2018-12-31 | $16,661,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $71,705 |
Total interest from all sources | 2018-12-31 | $11,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $30,223 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $1,042,241 |
Participant contributions at end of year | 2018-12-31 | $174,399 |
Participant contributions at beginning of year | 2018-12-31 | $120,125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $124,661 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $10,870 |
Administrative expenses (other) incurred | 2018-12-31 | $-21,584 |
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 | $-1,514,070 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,147,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,661,129 |
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 |
Investment advisory and management fees | 2018-12-31 | $63,066 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,831,334 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,180,915 |
Interest on participant loans | 2018-12-31 | $7,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $141,326 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $349,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $349,219 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,058,710 |
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 | $268,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,830,644 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : HEALTHPOINT 401(K) RETIREMENT 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 | $4,312,634 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,187,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $910,241 |
Value of total corrective distributions | 2017-12-31 | $193,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,076,175 |
Value of total assets at end of year | 2017-12-31 | $16,661,129 |
Value of total assets at beginning of year | 2017-12-31 | $13,536,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $84,226 |
Total interest from all sources | 2017-12-31 | $6,983 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $1,621,626 |
Participant contributions at end of year | 2017-12-31 | $120,125 |
Participant contributions at beginning of year | 2017-12-31 | $116,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $81,829 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $10,870 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $18,346 |
Other income not declared elsewhere | 2017-12-31 | $37,214 |
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 | $3,125,124 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,661,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,536,005 |
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 |
Investment advisory and management fees | 2017-12-31 | $56,266 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,180,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,073,259 |
Interest on participant loans | 2017-12-31 | $5,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $349,219 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $328,260 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $328,260 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,655 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,192,262 |
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 |
Contributions received in cash from employer | 2017-12-31 | $372,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $910,241 |
Contract administrator fees | 2017-12-31 | $27,960 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : HEALTHPOINT 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,746,608 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,215,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $978,313 |
Value of total corrective distributions | 2016-12-31 | $161,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,802,157 |
Value of total assets at end of year | 2016-12-31 | $13,536,005 |
Value of total assets at beginning of year | 2016-12-31 | $11,004,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $75,818 |
Total interest from all sources | 2016-12-31 | $5,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,315,501 |
Participant contributions at end of year | 2016-12-31 | $116,140 |
Participant contributions at beginning of year | 2016-12-31 | $123,552 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $56,457 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $18,346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $6,560 |
Other income not declared elsewhere | 2016-12-31 | $36,660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,531,019 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,536,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,004,986 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $44,829 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,073,259 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,564,131 |
Interest on participant loans | 2016-12-31 | $5,038 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $328,260 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $310,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $310,743 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $902,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $430,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $978,313 |
Contract administrator fees | 2016-12-31 | $30,989 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : HEALTHPOINT 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,541,967 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,338,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,079,281 |
Value of total corrective distributions | 2015-12-31 | $196,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,738,959 |
Value of total assets at end of year | 2015-12-31 | $11,004,986 |
Value of total assets at beginning of year | 2015-12-31 | $9,801,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $63,187 |
Total interest from all sources | 2015-12-31 | $5,889 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,146,428 |
Participant contributions at end of year | 2015-12-31 | $123,552 |
Participant contributions at beginning of year | 2015-12-31 | $121,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $166,812 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $6,560 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,422 |
Other income not declared elsewhere | 2015-12-31 | $28,824 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,203,003 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,004,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,801,983 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $38,743 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,564,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,401,008 |
Interest on participant loans | 2015-12-31 | $5,844 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $310,743 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $276,267 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $276,267 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-231,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $425,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,079,281 |
Contract administrator fees | 2015-12-31 | $24,444 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : HEALTHPOINT 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,779,477 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $115,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $51,834 |
Value of total corrective distributions | 2014-12-31 | $27,952 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,373,790 |
Value of total assets at end of year | 2014-12-31 | $9,801,983 |
Value of total assets at beginning of year | 2014-12-31 | $4,137,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $35,216 |
Total interest from all sources | 2014-12-31 | $11,191 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,761,030 |
Participant contributions at end of year | 2014-12-31 | $121,286 |
Participant contributions at beginning of year | 2014-12-31 | $63,682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,271,958 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,422 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $5,664,475 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,801,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,137,508 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $24,488 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,401,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,978,491 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $3,565 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $276,267 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $34,050 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $34,050 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $7,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $394,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $340,802 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $58,653 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $51,834 |
Contract administrator fees | 2014-12-31 | $10,728 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : HEALTHPOINT 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,138,026 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,050,670 |
Value of total assets at end of year | 2013-12-31 | $4,137,508 |
Value of total assets at beginning of year | 2013-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $518 |
Total interest from all sources | 2013-12-31 | $1,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $404,588 |
Participant contributions at end of year | 2013-12-31 | $63,682 |
Participant contributions at end of year | 2013-12-31 | $58,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,646,082 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,137,508 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,137,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,978,491 |
Interest on participant loans | 2013-12-31 | $625 |
Interest earned on other investments | 2013-12-31 | $1,266 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $34,050 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $85,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
2022: HEALTHPOINT 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: HEALTHPOINT 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: HEALTHPOINT 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: HEALTHPOINT 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: HEALTHPOINT 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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: HEALTHPOINT 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
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 |
2016: HEALTHPOINT 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HEALTHPOINT 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HEALTHPOINT 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HEALTHPOINT 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | First time form 5500 has been submitted | Yes |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |