401k Plan data: HERITAGE HEALTHCARE RETIREMENT PLAN plan

HERITAGE HEALTHCARE RETIREMENT PLAN 401k Plan overview

Plan Name	HERITAGE HEALTHCARE RETIREMENT PLAN
Plan identification number	001

HERITAGE HEALTHCARE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HERITAGE HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE HEALTHCARE, INC.

Employer identification number (EIN): 562139377

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE HEALTHCARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LISA MONROE LISA MONROE 2016-09-30
001 2015-01-01 LISA MONROE 2016-09-29 LISA MONROE 2016-09-29
001 2014-01-01 LISA MONROE 2015-07-29 LISA MONROE 2015-07-29
001 2013-01-01 LISA MONROE LISA MONROE 2014-07-08
001 2012-01-01 LISA MONROE
001 2011-01-01 LISA MONROE LISA MONROE 2012-10-11
001 2009-01-01 LISA MONROE
001 2008-01-01 LISA MONROE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	LISA MONROE		LISA MONROE	2016-09-30
001	2015-01-01	LISA MONROE	2016-09-29	LISA MONROE	2016-09-29
001	2014-01-01	LISA MONROE	2015-07-29	LISA MONROE	2015-07-29
001	2013-01-01	LISA MONROE		LISA MONROE	2014-07-08
001	2012-01-01	LISA MONROE
001	2011-01-01	LISA MONROE		LISA MONROE	2012-10-11
001	2009-01-01	LISA MONROE
001	2008-01-01	LISA MONROE

Plan Statistics for HERITAGE HEALTHCARE RETIREMENT PLAN

401k plan membership statisitcs for HERITAGE HEALTHCARE RETIREMENT PLAN

Measure Date Value
2016: HERITAGE HEALTHCARE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,975
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HERITAGE HEALTHCARE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,631
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,716
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 144
Total of all active and inactive participants 2015-01-01 2,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2,861
Number of participants with account balances 2015-01-01 927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 18
2014: HERITAGE HEALTHCARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,045
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,128
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 102
Total of all active and inactive participants 2014-01-01 2,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 2,231
Number of participants with account balances 2014-01-01 885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: HERITAGE HEALTHCARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,923
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,841
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 113
Total of all active and inactive participants 2013-01-01 1,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,956
Number of participants with account balances 2013-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13
2012: HERITAGE HEALTHCARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,288
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,720
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 93
Total of all active and inactive participants 2012-01-01 1,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,813
Number of participants with account balances 2012-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: HERITAGE HEALTHCARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,097
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 124
Total of all active and inactive participants 2011-01-01 1,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,221
Number of participants with account balances 2011-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: HERITAGE HEALTHCARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,078
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,179
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 1,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,225
Number of participants with account balances 2009-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7
2008: HERITAGE HEALTHCARE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 463
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 54
Total of all active and inactive participants 2008-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 517
Number of participants with account balances 2008-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 4

Measure	Date	Value
2016: HERITAGE HEALTHCARE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,975
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HERITAGE HEALTHCARE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,631
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,716
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	144
Total of all active and inactive participants	2015-01-01	2,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2,861
Number of participants with account balances	2015-01-01	927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	18
2014: HERITAGE HEALTHCARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,045
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,128
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	102
Total of all active and inactive participants	2014-01-01	2,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2,231
Number of participants with account balances	2014-01-01	885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: HERITAGE HEALTHCARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,923
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,841
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	113
Total of all active and inactive participants	2013-01-01	1,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,956
Number of participants with account balances	2013-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13
2012: HERITAGE HEALTHCARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,288
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,720
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	93
Total of all active and inactive participants	2012-01-01	1,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,813
Number of participants with account balances	2012-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: HERITAGE HEALTHCARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,097
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	124
Total of all active and inactive participants	2011-01-01	1,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,221
Number of participants with account balances	2011-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: HERITAGE HEALTHCARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,078
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,179
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	1,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,225
Number of participants with account balances	2009-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7
2008: HERITAGE HEALTHCARE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	463
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	54
Total of all active and inactive participants	2008-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	517
Number of participants with account balances	2008-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	4

Financial Data on HERITAGE HEALTHCARE RETIREMENT PLAN

Measure	Date	Value
2016 : HERITAGE HEALTHCARE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-15	$0
Total transfer of assets from this plan	2016-03-15	$16,382,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-15	$30,888
Total income from all sources (including contributions)	2016-03-15	$-769,565
Total loss/gain on sale of assets	2016-03-15	$0
Total of all expenses incurred	2016-03-15	$36,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-15	$51,328
Expenses. Certain deemed distributions of participant loans	2016-03-15	$-27,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-15	$0
Value of total assets at end of year	2016-03-15	$0
Value of total assets at beginning of year	2016-03-15	$17,219,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-15	$12,230
Total interest from all sources	2016-03-15	$436
Total dividends received (eg from common stock, registered investment company shares)	2016-03-15	$650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-15	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-03-15	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-15	$650
Was this plan covered by a fidelity bond	2016-03-15	Yes
Value of fidelity bond cover	2016-03-15	$500,000
If this is an individual account plan, was there a blackout period	2016-03-15	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-15	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-15	No
Participant contributions at end of year	2016-03-15	$0
Participant contributions at beginning of year	2016-03-15	$366,096
Other income not declared elsewhere	2016-03-15	$30,889
Administrative expenses (other) incurred	2016-03-15	$12,230
Total non interest bearing cash at end of year	2016-03-15	$0
Total non interest bearing cash at beginning of year	2016-03-15	$111,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-15	No
Value of net income/loss	2016-03-15	$-805,779
Value of net assets at end of year (total assets less liabilities)	2016-03-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-03-15	$17,188,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-15	No
Were any leases to which the plan was party in default or uncollectible	2016-03-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-15	$13,489,339
Interest on participant loans	2016-03-15	$436
Value of interest in common/collective trusts at end of year	2016-03-15	$0
Value of interest in common/collective trusts at beginning of year	2016-03-15	$2,909,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-15	$-663,610
Net investment gain or loss from common/collective trusts	2016-03-15	$-137,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-15	No
Was there a failure to transmit to the plan any participant contributions	2016-03-15	No
Has the plan failed to provide any benefit when due under the plan	2016-03-15	No
Contributions received in cash from employer	2016-03-15	$0
Employer contributions (assets) at end of year	2016-03-15	$0
Employer contributions (assets) at beginning of year	2016-03-15	$341,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-15	$51,328
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	2016-03-15	Yes
Liabilities. Value of benefit claims payable at beginning of year	2016-03-15	$30,888
Did the plan have assets held for investment	2016-03-15	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	2016-03-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-15	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-15	Disclaimer
Accountancy firm name	2016-03-15	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-03-15	560747981
2015 : HERITAGE HEALTHCARE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$30,888
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	$3,074,839
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,000,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$909,016
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,716
Value of total corrective distributions	2015-12-31	$17,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,186,237
Value of total assets at end of year	2015-12-31	$17,219,277
Value of total assets at beginning of year	2015-12-31	$15,113,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$69,673
Total interest from all sources	2015-12-31	$11,997
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$166,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$166,783
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,540,112
Participant contributions at end of year	2015-12-31	$366,096
Participant contributions at beginning of year	2015-12-31	$231,440
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$292,822
Other income not declared elsewhere	2015-12-31	$114
Administrative expenses (other) incurred	2015-12-31	$69,673
Total non interest bearing cash at end of year	2015-12-31	$111,917
Total non interest bearing cash at beginning of year	2015-12-31	$80,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,074,811
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,188,389
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,113,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,489,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,832,087
Interest on participant loans	2015-12-31	$11,997
Value of interest in common/collective trusts at end of year	2015-12-31	$2,909,928
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,711,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-299,037
Net investment gain or loss from common/collective trusts	2015-12-31	$8,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$353,303
Employer contributions (assets) at end of year	2015-12-31	$341,997
Employer contributions (assets) at beginning of year	2015-12-31	$258,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$909,016
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$30,888
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : HERITAGE HEALTHCARE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,168,470
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,147,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,061,688
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-3,436
Value of total corrective distributions	2014-12-31	$29,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,307,010
Value of total assets at end of year	2014-12-31	$15,113,578
Value of total assets at beginning of year	2014-12-31	$13,092,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$60,572
Total interest from all sources	2014-12-31	$8,319
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$660,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$660,603
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,924,855
Participant contributions at end of year	2014-12-31	$231,440
Participant contributions at beginning of year	2014-12-31	$184,290
Participant contributions at beginning of year	2014-12-31	$59,490
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$123,861
Other income not declared elsewhere	2014-12-31	$-8,937
Administrative expenses (other) incurred	2014-12-31	$60,572
Total non interest bearing cash at end of year	2014-12-31	$80,284
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	$2,020,616
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,113,578
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,092,962
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	$11,832,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,345,105
Interest on participant loans	2014-12-31	$8,319
Value of interest in common/collective trusts at end of year	2014-12-31	$2,711,473
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,258,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-19,576
Net investment gain or loss from common/collective trusts	2014-12-31	$221,051
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	$258,294
Employer contributions (assets) at end of year	2014-12-31	$258,294
Employer contributions (assets) at beginning of year	2014-12-31	$245,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,061,688
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	DIXON HUGHES GOODMAN
Accountancy firm EIN	2014-12-31	560747981
2013 : HERITAGE HEALTHCARE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,002,381
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,036,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$925,626
Expenses. Certain deemed distributions of participant loans	2013-12-31	$27,064
Value of total corrective distributions	2013-12-31	$36,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,000,071
Value of total assets at end of year	2013-12-31	$13,092,962
Value of total assets at beginning of year	2013-12-31	$10,127,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$47,370
Total interest from all sources	2013-12-31	$6,496
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$368,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$368,540
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,735,542
Participant contributions at end of year	2013-12-31	$184,290
Participant contributions at beginning of year	2013-12-31	$141,812
Participant contributions at end of year	2013-12-31	$59,490
Participant contributions at beginning of year	2013-12-31	$61,629
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$18,705
Administrative expenses (other) incurred	2013-12-31	$47,370
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	$2,965,757
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,092,962
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,127,205
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	$10,345,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,431,202
Interest on participant loans	2013-12-31	$6,496
Value of interest in common/collective trusts at end of year	2013-12-31	$2,258,253
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,608,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,232,570
Net investment gain or loss from common/collective trusts	2013-12-31	$394,704
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	$245,824
Employer contributions (assets) at end of year	2013-12-31	$245,824
Employer contributions (assets) at beginning of year	2013-12-31	$884,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$925,626
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	2013-12-31	Yes
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : HERITAGE HEALTHCARE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,081,805
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$548,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$485,248
Value of total corrective distributions	2012-12-31	$25,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,095,192
Value of total assets at end of year	2012-12-31	$10,127,205
Value of total assets at beginning of year	2012-12-31	$7,593,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$37,195
Total interest from all sources	2012-12-31	$1,077
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$156,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$156,335
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,572,628
Participant contributions at end of year	2012-12-31	$141,812
Participant contributions at end of year	2012-12-31	$61,629
Participant contributions at beginning of year	2012-12-31	$56,746
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$28,276
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$37,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,533,764
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,127,205
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,593,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,431,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,013,293
Interest on participant loans	2012-12-31	$1,077
Value of interest in common/collective trusts at end of year	2012-12-31	$1,608,158
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,133,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$692,719
Net investment gain or loss from common/collective trusts	2012-12-31	$136,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$494,288
Employer contributions (assets) at end of year	2012-12-31	$884,404
Employer contributions (assets) at beginning of year	2012-12-31	$390,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$485,248
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : HERITAGE HEALTHCARE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$1,890
Total income from all sources (including contributions)	2011-12-31	$1,707,532
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$385,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$341,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,763,230
Value of total assets at end of year	2011-12-31	$7,593,441
Value of total assets at beginning of year	2011-12-31	$6,272,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$44,189
Total interest from all sources	2011-12-31	$76
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$72,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$72,413
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,342,585
Participant contributions at end of year	2011-12-31	$56,746
Participant contributions at beginning of year	2011-12-31	$33,909
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$30,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,890
Other income not declared elsewhere	2011-12-31	$3,330
Administrative expenses (other) incurred	2011-12-31	$44,189
Total non interest bearing cash at beginning of year	2011-12-31	$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,322,333
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,593,441
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,271,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,013,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,058,668
Value of interest in common/collective trusts at end of year	2011-12-31	$1,133,286
Value of interest in common/collective trusts at beginning of year	2011-12-31	$774,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$148,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$148,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-121,742
Net investment gain or loss from common/collective trusts	2011-12-31	$-9,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$390,116
Employer contributions (assets) at end of year	2011-12-31	$390,116
Employer contributions (assets) at beginning of year	2011-12-31	$256,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$341,010
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	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : HERITAGE HEALTHCARE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$737
Total income from all sources (including contributions)	2010-12-31	$2,001,194
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$185,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$144,582
Value of total corrective distributions	2010-12-31	$3,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,303,277
Value of total assets at end of year	2010-12-31	$6,272,998
Value of total assets at beginning of year	2010-12-31	$4,455,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$37,373
Total interest from all sources	2010-12-31	$155
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$80,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$80,939
Administrative expenses professional fees incurred	2010-12-31	$37,373
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,021,168
Participant contributions at end of year	2010-12-31	$33,909
Participant contributions at beginning of year	2010-12-31	$37,617
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$25,744
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$4,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$737
Total non interest bearing cash at end of year	2010-12-31	$1,025
Total non interest bearing cash at beginning of year	2010-12-31	$737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,816,043
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,271,108
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,455,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,058,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,525,750
Value of interest in common/collective trusts at end of year	2010-12-31	$774,647
Value of interest in common/collective trusts at beginning of year	2010-12-31	$526,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$148,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$99,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$99,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$535,927
Net investment gain or loss from common/collective trusts	2010-12-31	$80,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$256,365
Employer contributions (assets) at end of year	2010-12-31	$256,365
Employer contributions (assets) at beginning of year	2010-12-31	$261,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$144,582
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : HERITAGE HEALTHCARE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : HERITAGE HEALTHCARE RETIREMENT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$243,268
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$193,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$170,587
Value of total corrective distributions	2008-12-31	$4,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$1,164,274
Value of total assets at end of year	2008-12-31	$2,487,683
Value of total assets at beginning of year	2008-12-31	$2,438,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$18,739
Total interest from all sources	2008-12-31	$1,079
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$300,000
If this is an individual account plan, was there a blackout period	2008-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$882,567
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$58,985
Total non interest bearing cash at end of year	2008-12-31	$999
Total non interest bearing cash at beginning of year	2008-12-31	$764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$49,563
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$2,487,683
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$2,438,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$2,221,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$2,293,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$42,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$70,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$70,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$1,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-922,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$222,722
Employer contributions (assets) at end of year	2008-12-31	$222,722
Employer contributions (assets) at beginning of year	2008-12-31	$73,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$170,587
Contract administrator fees	2008-12-31	$18,739
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2008-12-31	570381582

Form 5500 Responses for HERITAGE HEALTHCARE RETIREMENT PLAN

2016: HERITAGE HEALTHCARE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HERITAGE HEALTHCARE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HERITAGE HEALTHCARE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERITAGE HEALTHCARE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HERITAGE HEALTHCARE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HERITAGE HEALTHCARE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HERITAGE HEALTHCARE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: HERITAGE HEALTHCARE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE HEALTHCARE, INC.
Employer identification number (EIN):	562139377
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists