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ADVANCED CARE 401(K) PLAN 401k Plan overview

Plan NameADVANCED CARE 401(K) PLAN
Plan identification number 002

ADVANCED CARE 401(K) PLAN Benefits

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

401k Sponsoring company profile

ADVANCED CARE PROVIDER NETWORK has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED CARE PROVIDER NETWORK
Employer identification number (EIN):412110033
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01GRANT BROWN2021-07-02
0022019-01-01GRANT BROWN2020-07-29
0022018-01-01GRANT BROWN2019-06-28
0022017-01-01WILLIAM DRAKE
0022016-01-01WILLIAM C. DRAKE
0022015-01-01WILLIAM C. DRAKE
0022014-01-01WILLIAM C. DRAKE
0022013-01-01WILLIAM C. DRAKE
0022012-01-01WILLIAM C. DRAKE WILLIAM C. DRAKE2013-10-03
0022011-01-01WILLIAM DRAKE
0022009-01-01 ROBERT DRAKE2010-10-01
0022009-01-01ROBERT DRAKE

Plan Statistics for ADVANCED CARE 401(K) PLAN

401k plan membership statisitcs for ADVANCED CARE 401(K) PLAN

Measure Date Value
2017: ADVANCED CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0183
Number of participants with account balances2017-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVANCED CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01243
Total number of active participants reported on line 7a of the Form 55002016-01-0181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVANCED CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANCED CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01256
Total number of active participants reported on line 7a of the Form 55002014-01-01223
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01246
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ADVANCED CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01251
Total number of active participants reported on line 7a of the Form 55002013-01-01237
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01253
Number of participants with account balances2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ADVANCED CARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01251
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ADVANCED CARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ADVANCED CARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01213
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01231
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ADVANCED CARE 401(K) PLAN

Measure Date Value
2017 : ADVANCED CARE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,572,761
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,359,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,314,425
Expenses. Certain deemed distributions of participant loans2017-12-31$1,453
Value of total corrective distributions2017-12-31$35,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$272,290
Value of total assets at end of year2017-12-31$7,217,723
Value of total assets at beginning of year2017-12-31$8,004,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,970
Total interest from all sources2017-12-31$4,232
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$305,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$305,584
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$272,290
Participant contributions at end of year2017-12-31$127,243
Participant contributions at beginning of year2017-12-31$88,258
Participant contributions at end of year2017-12-31$13,736
Participant contributions at beginning of year2017-12-31$8,320
Other income not declared elsewhere2017-12-31$7,602
Administrative expenses (other) incurred2017-12-31$7,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-786,326
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,217,723
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,004,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,352,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,922,770
Interest on participant loans2017-12-31$4,232
Value of interest in common/collective trusts at end of year2017-12-31$724,538
Value of interest in common/collective trusts at beginning of year2017-12-31$984,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$937,298
Net investment gain or loss from common/collective trusts2017-12-31$45,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,314,425
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2017-12-31383382520
2016 : ADVANCED CARE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$1,331,389
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,052,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,937,307
Expenses. Certain deemed distributions of participant loans2016-12-31$11,317
Value of total corrective distributions2016-12-31$95,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$602,066
Value of total assets at end of year2016-12-31$8,004,049
Value of total assets at beginning of year2016-12-31$11,725,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,512
Total interest from all sources2016-12-31$6,885
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$304,824
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$602,066
Participant contributions at end of year2016-12-31$88,258
Participant contributions at beginning of year2016-12-31$216,153
Participant contributions at end of year2016-12-31$8,320
Participant contributions at beginning of year2016-12-31$20,368
Other income not declared elsewhere2016-12-31$11,504
Administrative expenses (other) incurred2016-12-31$8,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,721,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,004,049
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,725,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,922,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,004,228
Interest on participant loans2016-12-31$6,885
Value of interest in common/collective trusts at end of year2016-12-31$984,701
Value of interest in common/collective trusts at beginning of year2016-12-31$1,461,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$366,466
Net investment gain or loss from common/collective trusts2016-12-31$39,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$23,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,937,307
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2016-12-31383382520
2015 : ADVANCED CARE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$1,024,890
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$684,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$679,503
Expenses. Certain deemed distributions of participant loans2015-12-31$896
Value of total corrective distributions2015-12-31$831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$999,191
Value of total assets at end of year2015-12-31$11,725,308
Value of total assets at beginning of year2015-12-31$11,384,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,199
Total interest from all sources2015-12-31$9,356
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$523,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$523,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$712,783
Participant contributions at end of year2015-12-31$216,153
Participant contributions at beginning of year2015-12-31$231,113
Participant contributions at end of year2015-12-31$20,368
Participant contributions at beginning of year2015-12-31$3,900
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,000
Other income not declared elsewhere2015-12-31$2,843
Administrative expenses (other) incurred2015-12-31$3,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$340,461
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,725,308
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,384,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,004,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,164,176
Interest on participant loans2015-12-31$9,356
Value of interest in common/collective trusts at end of year2015-12-31$1,461,339
Value of interest in common/collective trusts at beginning of year2015-12-31$973,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-512,877
Net investment gain or loss from common/collective trusts2015-12-31$2,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$236,408
Employer contributions (assets) at end of year2015-12-31$23,220
Employer contributions (assets) at beginning of year2015-12-31$12,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$679,503
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2015-12-31383382520
2014 : ADVANCED CARE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,392,086
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$167,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$160,500
Expenses. Certain deemed distributions of participant loans2014-12-31$5
Value of total corrective distributions2014-12-31$2,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$892,156
Value of total assets at end of year2014-12-31$11,384,847
Value of total assets at beginning of year2014-12-31$10,160,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,085
Total interest from all sources2014-12-31$6,593
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$550,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$550,049
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$686,291
Participant contributions at end of year2014-12-31$231,113
Participant contributions at beginning of year2014-12-31$161,426
Participant contributions at end of year2014-12-31$3,900
Administrative expenses (other) incurred2014-12-31$4,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,224,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,384,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,160,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,164,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,102,937
Interest on participant loans2014-12-31$6,593
Value of interest in common/collective trusts at end of year2014-12-31$973,000
Value of interest in common/collective trusts at beginning of year2014-12-31$883,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-89,900
Net investment gain or loss from common/collective trusts2014-12-31$33,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$205,865
Employer contributions (assets) at end of year2014-12-31$12,658
Employer contributions (assets) at beginning of year2014-12-31$11,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$160,500
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2014-12-31383382520
2013 : ADVANCED CARE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,408,009
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$987,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$975,143
Expenses. Certain deemed distributions of participant loans2013-12-31$50
Value of total corrective distributions2013-12-31$7,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,000,182
Value of total assets at end of year2013-12-31$10,160,033
Value of total assets at beginning of year2013-12-31$8,739,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,553
Total interest from all sources2013-12-31$7,284
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$511,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$511,392
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$719,905
Participant contributions at end of year2013-12-31$161,426
Participant contributions at beginning of year2013-12-31$184,921
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,522
Administrative expenses (other) incurred2013-12-31$4,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,420,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,160,033
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,739,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,102,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,733,749
Interest on participant loans2013-12-31$7,284
Value of interest in common/collective trusts at end of year2013-12-31$883,880
Value of interest in common/collective trusts at beginning of year2013-12-31$820,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$843,309
Net investment gain or loss from common/collective trusts2013-12-31$45,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$234,755
Employer contributions (assets) at end of year2013-12-31$11,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$975,143
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2013-12-31383382520
2012 : ADVANCED CARE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,891,277
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$208,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$203,609
Expenses. Certain deemed distributions of participant loans2012-12-31$136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$915,015
Value of total assets at end of year2012-12-31$8,739,098
Value of total assets at beginning of year2012-12-31$7,056,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,839
Total interest from all sources2012-12-31$7,323
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$210,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$210,532
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$704,793
Participant contributions at end of year2012-12-31$184,921
Participant contributions at beginning of year2012-12-31$167,290
Administrative expenses (other) incurred2012-12-31$4,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,682,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,739,098
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,056,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,733,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,135,938
Interest on participant loans2012-12-31$7,323
Value of interest in common/collective trusts at end of year2012-12-31$820,428
Value of interest in common/collective trusts at beginning of year2012-12-31$735,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$742,083
Net investment gain or loss from common/collective trusts2012-12-31$16,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$210,222
Employer contributions (assets) at beginning of year2012-12-31$17,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$203,609
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2012-12-31383382520
2011 : ADVANCED CARE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$644,076
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$459,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$451,144
Expenses. Certain deemed distributions of participant loans2011-12-31$344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$936,746
Value of total assets at end of year2011-12-31$7,056,405
Value of total assets at beginning of year2011-12-31$6,871,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,897
Total interest from all sources2011-12-31$6,128
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$151,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$151,956
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$714,465
Participant contributions at end of year2011-12-31$167,290
Participant contributions at beginning of year2011-12-31$129,105
Administrative expenses (other) incurred2011-12-31$7,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$184,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,056,405
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,871,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,135,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,322,791
Interest on participant loans2011-12-31$6,128
Value of interest in common/collective trusts at end of year2011-12-31$735,958
Value of interest in common/collective trusts at beginning of year2011-12-31$419,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-454,837
Net investment gain or loss from common/collective trusts2011-12-31$4,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$222,281
Employer contributions (assets) at end of year2011-12-31$17,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$451,144
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2011-12-31383382520
2010 : ADVANCED CARE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,748,934
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$558,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$549,901
Expenses. Certain deemed distributions of participant loans2010-12-31$316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,020,395
Value of total assets at end of year2010-12-31$6,871,714
Value of total assets at beginning of year2010-12-31$5,680,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,784
Total interest from all sources2010-12-31$7,325
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$133,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$133,294
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$722,488
Participant contributions at end of year2010-12-31$129,105
Participant contributions at beginning of year2010-12-31$120,031
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$99,745
Administrative expenses (other) incurred2010-12-31$7,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,190,933
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,871,714
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,680,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,322,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,091,693
Interest on participant loans2010-12-31$7,325
Value of interest in common/collective trusts at end of year2010-12-31$419,818
Value of interest in common/collective trusts at beginning of year2010-12-31$469,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$578,845
Net investment gain or loss from common/collective trusts2010-12-31$9,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$198,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$549,901
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCCLAIN, SMITH & WENZ, PC
Accountancy firm EIN2010-12-31383382520
2009 : ADVANCED CARE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ADVANCED CARE 401(K) PLAN

2017: ADVANCED CARE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANCED CARE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCED CARE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANCED CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANCED CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANCED CARE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANCED CARE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVANCED CARE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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