401k Plan data: HAVEN HEALTH GROUP, LLC 401(K) PLAN plan

HAVEN HEALTH GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	HAVEN HEALTH GROUP, LLC 401(K) PLAN
Plan identification number	001

HAVEN HEALTH GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Other welfare benefit cover

401k Sponsoring company profile

HAVEN HEALTH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: HAVEN HEALTH GROUP, LLC

Employer identification number (EIN): 461548823

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAVEN HEALTH GROUP, 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 JASON SEASTRAND 2024-10-15 JASON SEASTRAND 2024-10-15
001 2014-01-01 JASON SEASTRAND
001 2013-08-01 JASON SEASTRAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JASON SEASTRAND	2024-10-15	JASON SEASTRAND	2024-10-15
001	2014-01-01	JASON SEASTRAND
001	2013-08-01	JASON SEASTRAND

Plan Statistics for HAVEN HEALTH GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for HAVEN HEALTH GROUP, LLC 401(K) PLAN

Measure Date Value
2023: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 341
Total of all active and inactive participants 2023-01-01 341
Total participants 2023-01-01 341
Number of participants with account balances 2023-01-01 0
2014: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 335
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 348
Number of participants with account balances 2014-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 32
2013: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 405
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 405
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 3
Total of all active and inactive participants 2013-08-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 408
Number of participants with account balances 2013-08-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 5

Measure	Date	Value
2023: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	341
Total of all active and inactive participants	2023-01-01	341
Total participants	2023-01-01	341
Number of participants with account balances	2023-01-01	0
2014: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	335
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	348
Number of participants with account balances	2014-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	32
2013: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	405
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	405
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	3
Total of all active and inactive participants	2013-08-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	408
Number of participants with account balances	2013-08-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	5

Financial Data on HAVEN HEALTH GROUP, LLC 401(K) PLAN

Measure	Date	Value
2023 : HAVEN HEALTH GROUP, 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	$0
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$0
Value of total assets at end of year	2023-12-31	$0
Value of total assets at beginning of year	2023-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	No
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
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	$0
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$0
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
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
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	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	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
2014 : HAVEN HEALTH GROUP, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,219
Total income from all sources (including contributions)	2014-12-31	$392,132
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$151,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$147,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$378,764
Value of total assets at end of year	2014-12-31	$494,224
Value of total assets at beginning of year	2014-12-31	$261,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,651
Total interest from all sources	2014-12-31	$13
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$730
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$255,922
Participant contributions at end of year	2014-12-31	$1,013
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,002
Liabilities. Value of operating payables at beginning of year	2014-12-31	$8,219
Total non interest bearing cash at end of year	2014-12-31	$9,390
Total non interest bearing cash at beginning of year	2014-12-31	$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$241,128
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$494,224
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$253,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$483,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$261,174
Interest on participant loans	2014-12-31	$13
Net investment gain/loss from pooled separate accounts	2014-12-31	$13,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$115,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$147,353
Contract administrator fees	2014-12-31	$2,921
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STEWART ARCHIBALD & BARNEY LLP
Accountancy firm EIN	2014-12-31	880382649
2013 : HAVEN HEALTH GROUP, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,219
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	$255,688
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$244,314
Value of total assets at end of year	2013-12-31	$261,315
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,988
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$150
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$116,202
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$77,812
Liabilities. Value of operating payables at end of year	2013-12-31	$8,219
Total non interest bearing cash at end of year	2013-12-31	$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$253,096
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$253,096
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$261,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$50,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$604
Contract administrator fees	2013-12-31	$1,838
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEWART ARCHIBALD & BARNEY, LLP
Accountancy firm EIN	2013-12-31	880382649

Form 5500 Responses for HAVEN HEALTH GROUP, LLC 401(K) PLAN

2023: HAVEN HEALTH GROUP, 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 – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HAVEN HEALTH GROUP, LLC 401(K) PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	First time form 5500 has been submitted	Yes
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HAVEN HEALTH GROUP, LLC
Employer identification number (EIN):	461548823
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities