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PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NamePINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN
Plan identification number 001

PINNACLE MANAGEMENT INCENTIVE SAVINGS 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

HEALTH SOURCE FINANCIAL, LLC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH SOURCE FINANCIAL, LLC.
Employer identification number (EIN):611377500
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JUDY BRENDA JUDY BRENDA2014-08-26
0012012-01-01JUDY BRENDA JUDY BRENDA2013-07-29
0012011-01-01JUDY BRENDA
0012009-01-01CHARLES N. CONLEY CHARLES N. CONLEY2010-08-19

Plan Statistics for PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN

Measure Date Value
2013: PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN

Measure Date Value
2013 : PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-02-28$2
Expenses. Total of all expenses incurred2013-02-28$60
Benefits paid (including direct rollovers)2013-02-28$60
Total plan assets at end of year2013-02-28$0
Total plan assets at beginning of year2013-02-28$58
Value of fidelity bond covering the plan2013-02-28$100,000
Total contributions received or receivable from participants2013-02-28$0
Expenses. Other expenses not covered elsewhere2013-02-28$0
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$2
Net income (gross income less expenses)2013-02-28$-58
Net plan assets at end of year (total assets less liabilities)2013-02-28$0
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$58
Total contributions received or receivable from employer(s)2013-02-28$0
Funding deficiency by the employer to the plan for this plan year2013-02-28$0
Minimum employer required contribution for this plan year2013-02-28$0
Amount contributed by the employer to the plan for this plan year2013-02-28$0
2012 : PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$78,460
Expenses. Total of all expenses incurred2012-12-31$469,449
Benefits paid (including direct rollovers)2012-12-31$469,061
Total plan assets at end of year2012-12-31$58
Total plan assets at beginning of year2012-12-31$391,047
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$18,049
Expenses. Other expenses not covered elsewhere2012-12-31$388
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$42,639
Net income (gross income less expenses)2012-12-31$-390,989
Net plan assets at end of year (total assets less liabilities)2012-12-31$58
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$391,047
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$17,772
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$63,355
Expenses. Total of all expenses incurred2011-12-31$38,950
Benefits paid (including direct rollovers)2011-12-31$38,785
Total plan assets at end of year2011-12-31$391,047
Total plan assets at beginning of year2011-12-31$366,642
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$38,450
Expenses. Other expenses not covered elsewhere2011-12-31$165
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,438
Net income (gross income less expenses)2011-12-31$24,405
Net plan assets at end of year (total assets less liabilities)2011-12-31$391,047
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$366,642
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$33,343
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$111,636
Expenses. Total of all expenses incurred2010-12-31$66,255
Benefits paid (including direct rollovers)2010-12-31$66,097
Total plan assets at end of year2010-12-31$366,642
Total plan assets at beginning of year2010-12-31$321,261
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$40,742
Expenses. Other expenses not covered elsewhere2010-12-31$158
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$35,248
Net income (gross income less expenses)2010-12-31$45,381
Net plan assets at end of year (total assets less liabilities)2010-12-31$366,642
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$321,261
Assets. Value of participant loans2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,526
Total contributions received or receivable from employer(s)2010-12-31$35,646
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for PINNACLE MANAGEMENT INCENTIVE SAVINGS PLAN

2013: PINNACLE MANAGEMENT INCENTIVE SAVINGS 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 filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PINNACLE MANAGEMENT INCENTIVE SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PINNACLE MANAGEMENT INCENTIVE SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: PINNACLE MANAGEMENT INCENTIVE SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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