401k Plan data: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN plan

FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC

Employer identification number (EIN): 621844843

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 MARGUERITE DALLAS 2021-12-20 MARGUERITE DALLAS 2021-12-20
001 2018-01-01 DAVID SPROUSE 2019-10-11 DAVID SPROUSE 2019-10-11
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL DODD
001 2013-01-01 MICHAEL DODD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	MARGUERITE DALLAS	2021-12-20	MARGUERITE DALLAS	2021-12-20
001	2018-01-01	DAVID SPROUSE	2019-10-11	DAVID SPROUSE	2019-10-11
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL DODD
001	2013-01-01	MICHAEL DODD

Plan Statistics for FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 8
2015: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 0
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
2013: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	8
2015: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	0
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
2013: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-08-31	$5,385
Expenses. Total of all expenses incurred	2019-08-31	$50,285
Benefits paid (including direct rollovers)	2019-08-31	$50,285
Total plan assets at end of year	2019-08-31	$0
Total plan assets at beginning of year	2019-08-31	$44,900
Value of fidelity bond covering the plan	2019-08-31	$15,000
Total contributions received or receivable from participants	2019-08-31	$0
Noncash contributions received	2019-08-31	$5,385
Net income (gross income less expenses)	2019-08-31	$-44,900
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$44,900
Total contributions received or receivable from employer(s)	2019-08-31	$0
2018 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-2,813
Expenses. Total of all expenses incurred	2018-12-31	$5,303
Benefits paid (including direct rollovers)	2018-12-31	$5,203
Total plan assets at end of year	2018-12-31	$44,900
Total plan assets at beginning of year	2018-12-31	$53,016
Value of fidelity bond covering the plan	2018-12-31	$15,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-2,813
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-8,116
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$44,900
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$53,016
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$9,993
Expenses. Total of all expenses incurred	2017-12-31	$59,317
Benefits paid (including direct rollovers)	2017-12-31	$59,317
Total plan assets at end of year	2017-12-31	$53,016
Total plan assets at beginning of year	2017-12-31	$102,340
Value of fidelity bond covering the plan	2017-12-31	$15,000
Other income received	2017-12-31	$9,993
Net income (gross income less expenses)	2017-12-31	$-49,324
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$53,016
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$102,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$13,123
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$102,340
Total plan assets at beginning of year	2016-12-31	$89,217
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$7,189
Other income received	2016-12-31	$5,934
Net income (gross income less expenses)	2016-12-31	$13,123
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$102,340
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$89,217
2015 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,199
Expenses. Total of all expenses incurred	2015-12-31	$12,685
Benefits paid (including direct rollovers)	2015-12-31	$12,685
Total plan assets at end of year	2015-12-31	$89,217
Total plan assets at beginning of year	2015-12-31	$89,703
Total contributions received or receivable from participants	2015-12-31	$13,605
Other income received	2015-12-31	$-1,406
Net income (gross income less expenses)	2015-12-31	$-486
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$89,217
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$89,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$42,639
Expenses. Total of all expenses incurred	2014-12-31	$11,575
Benefits paid (including direct rollovers)	2014-12-31	$11,575
Total plan assets at end of year	2014-12-31	$89,703
Total plan assets at beginning of year	2014-12-31	$58,639
Total contributions received or receivable from participants	2014-12-31	$39,107
Other income received	2014-12-31	$3,532
Net income (gross income less expenses)	2014-12-31	$31,064
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$89,703
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$58,639
Assets. Value of participant loans	2014-12-31	$255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$62,247
Expenses. Total of all expenses incurred	2013-12-31	$3,608
Benefits paid (including direct rollovers)	2013-12-31	$3,608
Total plan assets at end of year	2013-12-31	$58,639
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$28,400
Contributions received from other sources (not participants or employers)	2013-12-31	$29,110
Other income received	2013-12-31	$4,737
Net income (gross income less expenses)	2013-12-31	$58,639
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$58,639
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of participant loans	2013-12-31	$3,697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN

2019: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING 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	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING 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: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING 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: FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	FAMILY HEALTHCARE OF HENDERSONVILLE, PLLC
Employer identification number (EIN):	621844843
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)