401k Plan data: PINNACLE HEALTHCARE, LLC 401(K) PLAN plan

PINNACLE HEALTHCARE, LLC 401(K) PLAN 401k Plan overview

Plan Name	PINNACLE HEALTHCARE, LLC 401(K) PLAN
Plan identification number	001

PINNACLE HEALTHCARE, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

PINNACLE HEALTHCARE, LLC has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE HEALTHCARE, LLC

Employer identification number (EIN): 202459247

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about PINNACLE HEALTHCARE, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2005-09-12

Company Identification Number: 1568697

Legal Registered Office Address: 1101 DEERCREEK DRIVE
-
FAIRBORN
United States of America (USA)
45324

More information about PINNACLE HEALTHCARE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE HEALTHCARE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PATRICIA CULP 2018-08-10

Plan Statistics for PINNACLE HEALTHCARE, LLC 401(K) PLAN

401k plan membership statisitcs for PINNACLE HEALTHCARE, LLC 401(K) PLAN

Measure Date Value
2023: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 109
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 41
Total of all active and inactive participants 2023-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 150
Number of participants with account balances 2023-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 154
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 40
Total of all active and inactive participants 2022-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 194
Number of participants with account balances 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 27
2021: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
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 30
Total of all active and inactive participants 2021-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 157
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 22
Total of all active and inactive participants 2020-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 150
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 13
Total of all active and inactive participants 2019-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 163
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 130
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 10
Total of all active and inactive participants 2018-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9

Measure	Date	Value
2023: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	109
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	41
Total of all active and inactive participants	2023-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	150
Number of participants with account balances	2023-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	154
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	40
Total of all active and inactive participants	2022-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	194
Number of participants with account balances	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	27
2021: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
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	30
Total of all active and inactive participants	2021-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	157
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	22
Total of all active and inactive participants	2020-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	150
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	13
Total of all active and inactive participants	2019-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	163
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	130
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	10
Total of all active and inactive participants	2018-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9

Financial Data on PINNACLE HEALTHCARE, LLC 401(K) PLAN

Measure	Date	Value
2023 : PINNACLE HEALTHCARE, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,410,490
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$389,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$368,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$928,878
Value of total assets at end of year	2023-12-31	$3,531,345
Value of total assets at beginning of year	2023-12-31	$2,510,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$21,333
Total interest from all sources	2023-12-31	$6,966
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$87,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$87,746
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$439,544
Participant contributions at end of year	2023-12-31	$42,551
Participant contributions at beginning of year	2023-12-31	$53,529
Participant contributions at end of year	2023-12-31	$17,011
Participant contributions at beginning of year	2023-12-31	$17,196
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$318,190
Total non interest bearing cash at end of year	2023-12-31	$23,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,020,995
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,531,345
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,510,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,105,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$2,354,417
Interest on participant loans	2023-12-31	$3,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$337,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$79,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$79,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$3,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$386,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$171,144
Employer contributions (assets) at end of year	2023-12-31	$5,898
Employer contributions (assets) at beginning of year	2023-12-31	$5,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$368,162
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	APPLEGATE AND COMPANY, PC
Accountancy firm EIN	2023-12-31	464405607
2022 : PINNACLE HEALTHCARE, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$137,886
Total loss/gain on sale of assets	2022-12-31	$-51,783
Total of all expenses incurred	2022-12-31	$284,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$257,823
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$630,792
Value of total assets at end of year	2022-12-31	$2,510,350
Value of total assets at beginning of year	2022-12-31	$2,657,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,291
Total interest from all sources	2022-12-31	$522
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$62,156
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	$62,156
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	$459,399
Participant contributions at end of year	2022-12-31	$53,529
Participant contributions at beginning of year	2022-12-31	$11,446
Participant contributions at end of year	2022-12-31	$17,196
Participant contributions at beginning of year	2022-12-31	$18,326
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$23,291
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	$-146,664
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,510,350
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,657,014
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	$2,354,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,572,341
Interest on participant loans	2022-12-31	$467
Interest earned on other investments	2022-12-31	$55
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$79,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$48,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$48,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-503,801
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	$171,393
Employer contributions (assets) at end of year	2022-12-31	$5,960
Employer contributions (assets) at beginning of year	2022-12-31	$6,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$257,823
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
Aggregate proceeds on sale of assets	2022-12-31	$909,884
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$961,667
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PORTE BROWN, LLC
Accountancy firm EIN	2022-12-31	362663358
2021 : PINNACLE HEALTHCARE, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$891,539
Total loss/gain on sale of assets	2021-12-31	$36,287
Total of all expenses incurred	2021-12-31	$120,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$97,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$580,868
Value of total assets at end of year	2021-12-31	$2,657,014
Value of total assets at beginning of year	2021-12-31	$1,886,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,870
Total interest from all sources	2021-12-31	$2,172
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$254,769
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	$254,769
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	$417,243
Participant contributions at end of year	2021-12-31	$11,446
Participant contributions at beginning of year	2021-12-31	$57,247
Participant contributions at end of year	2021-12-31	$18,326
Participant contributions at beginning of year	2021-12-31	$12,456
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$22,870
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	$770,869
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,657,014
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,886,145
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	$2,572,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,779,872
Interest on participant loans	2021-12-31	$2,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$48,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$31,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$31,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$17,443
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	$163,625
Employer contributions (assets) at end of year	2021-12-31	$6,646
Employer contributions (assets) at beginning of year	2021-12-31	$4,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$97,800
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
Aggregate proceeds on sale of assets	2021-12-31	$204,032
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$167,745
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PORTE BROWN, LLC
Accountancy firm EIN	2021-12-31	362663358
2020 : PINNACLE HEALTHCARE, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$731,347
Total loss/gain on sale of assets	2020-12-31	$17,607
Total of all expenses incurred	2020-12-31	$179,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$161,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$474,408
Value of total assets at end of year	2020-12-31	$1,886,145
Value of total assets at beginning of year	2020-12-31	$1,334,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,865
Total interest from all sources	2020-12-31	$923
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$43,852
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	$43,852
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	$338,155
Participant contributions at end of year	2020-12-31	$57,247
Participant contributions at beginning of year	2020-12-31	$4,193
Participant contributions at end of year	2020-12-31	$12,456
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$17,865
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	$551,917
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,886,145
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,334,228
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	$1,779,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,309,991
Interest on participant loans	2020-12-31	$923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$31,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$20,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$20,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$194,557
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	$136,253
Employer contributions (assets) at end of year	2020-12-31	$4,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$161,565
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
Aggregate proceeds on sale of assets	2020-12-31	$322,090
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$304,483
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PORTE BROWN, LLC
Accountancy firm EIN	2020-12-31	362663358
2019 : PINNACLE HEALTHCARE, LLC 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,013
Total income from all sources (including contributions)	2019-12-31	$769,762
Total income from all sources (including contributions)	2019-12-31	$769,762
Total of all expenses incurred	2019-12-31	$107,502
Total of all expenses incurred	2019-12-31	$107,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$575,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$575,599
Value of total assets at end of year	2019-12-31	$1,334,228
Value of total assets at end of year	2019-12-31	$1,334,228
Value of total assets at beginning of year	2019-12-31	$672,981
Value of total assets at beginning of year	2019-12-31	$672,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,438
Total interest from all sources	2019-12-31	$171
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
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
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	$365,634
Contributions received from participants	2019-12-31	$365,634
Participant contributions at end of year	2019-12-31	$4,193
Participant contributions at end of year	2019-12-31	$4,193
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,047
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,047
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$7,109
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$7,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,013
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$14,438
Administrative expenses (other) incurred	2019-12-31	$14,438
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	$662,260
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,334,228
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,334,228
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$671,968
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$671,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,309,991
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,309,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$662,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$662,092
Interest on participant loans	2019-12-31	$171
Interest on participant loans	2019-12-31	$171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$20,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$20,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$193,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$193,992
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	$145,918
Contributions received in cash from employer	2019-12-31	$145,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,064
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	PORTE BROWN, LLC
Accountancy firm name	2019-12-31	PORTE BROWN, LLC
Accountancy firm EIN	2019-12-31	362663358
Accountancy firm EIN	2019-12-31	362663358
2018 : PINNACLE HEALTHCARE, LLC 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	$1,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$597
Total income from all sources (including contributions)	2018-12-31	$403,130
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$40,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$27,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$446,845
Value of total assets at end of year	2018-12-31	$672,981
Value of total assets at beginning of year	2018-12-31	$310,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,790
Total interest from all sources	2018-12-31	$211
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
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	$320,379
Assets. Loans (other than to participants) at end of year	2018-12-31	$7,109
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$2,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$597
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	$362,351
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$671,968
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$309,617
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	$662,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$307,387
Interest on participant loans	2018-12-31	$211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-43,926
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	$126,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$27,989
Contract administrator fees	2018-12-31	$12,790
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	PORTE BROWN, LLC
Accountancy firm EIN	2018-12-31	362663358

Form 5500 Responses for PINNACLE HEALTHCARE, LLC 401(K) PLAN

2023: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PINNACLE HEALTHCARE, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PINNACLE HEALTHCARE, LLC 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: PINNACLE HEALTHCARE, LLC 401(K) 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

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Company Name:	PINNACLE HEALTHCARE, LLC
Employer identification number (EIN):	202459247
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2005-09-12
Company Identification Number:	1568697
Legal Registered Office Address:	1101 DEERCREEK DRIVE - FAIRBORN United States of America (USA) 45324