401k Plan data: HEALTHCARE MANAGEMENT 401(K) PLAN plan

HEALTHCARE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	HEALTHCARE MANAGEMENT 401(K) PLAN
Plan identification number	001

HEALTHCARE MANAGEMENT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: HEALTHCARE MANAGEMENT INC.

Employer identification number (EIN): 640663717

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 SONYA WALTERS 2021-01-29
001 2019-01-01 SONYA WALTERS 2020-07-08
001 2018-01-01 SONYA WALTERS 2019-07-02
001 2017-01-01 SONYA WALTERS 2018-06-27 RICHARD WALLER 2018-06-27
001 2016-01-01 SONYA WALTERS
001 2016-01-01 SONYA WALTERS
001 2015-01-01 SONYA WALTERS
001 2014-01-01 SONYA WALTERS
001 2013-01-01 SONYA WALTERS
001 2012-01-01 SONYA WALTERS SONYA WALTERS 2013-10-02
001 2011-01-01 VIKKI GOODWIN
001 2009-01-01 VIKKI GOODWIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	SONYA WALTERS	2021-01-29
001	2019-01-01	SONYA WALTERS	2020-07-08
001	2018-01-01	SONYA WALTERS	2019-07-02
001	2017-01-01	SONYA WALTERS	2018-06-27	RICHARD WALLER	2018-06-27
001	2016-01-01	SONYA WALTERS
001	2016-01-01	SONYA WALTERS
001	2015-01-01	SONYA WALTERS
001	2014-01-01	SONYA WALTERS
001	2013-01-01	SONYA WALTERS
001	2012-01-01	SONYA WALTERS		SONYA WALTERS	2013-10-02
001	2011-01-01	VIKKI GOODWIN
001	2009-01-01	VIKKI GOODWIN

Plan Statistics for HEALTHCARE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for HEALTHCARE MANAGEMENT 401(K) PLAN

Measure Date Value
2016: HEALTHCARE MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
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 38
Total of all active and inactive participants 2016-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 62
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: HEALTHCARE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
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 57
Total of all active and inactive participants 2015-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: HEALTHCARE MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 226
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 13
Total of all active and inactive participants 2014-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 240
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: HEALTHCARE MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 230
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 9
Total of all active and inactive participants 2013-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 240
Number of participants with account balances 2013-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: HEALTHCARE MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 229
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 9
Total of all active and inactive participants 2012-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 239
Number of participants with account balances 2012-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: HEALTHCARE MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 214
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 11
Total of all active and inactive participants 2011-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 226
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HEALTHCARE MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 201
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 17
Total of all active and inactive participants 2009-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 220
Number of participants with account balances 2009-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: HEALTHCARE MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
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	38
Total of all active and inactive participants	2016-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	62
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: HEALTHCARE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
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	57
Total of all active and inactive participants	2015-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: HEALTHCARE MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	226
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	13
Total of all active and inactive participants	2014-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	240
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: HEALTHCARE MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	230
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	9
Total of all active and inactive participants	2013-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	240
Number of participants with account balances	2013-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: HEALTHCARE MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	229
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	9
Total of all active and inactive participants	2012-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	239
Number of participants with account balances	2012-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: HEALTHCARE MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	214
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	11
Total of all active and inactive participants	2011-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	226
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HEALTHCARE MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	201
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	17
Total of all active and inactive participants	2009-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	220
Number of participants with account balances	2009-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on HEALTHCARE MANAGEMENT 401(K) PLAN

Measure	Date	Value
2016 : HEALTHCARE MANAGEMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$465,602
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,820,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,780,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$193,604
Value of total assets at end of year	2016-12-31	$4,452,781
Value of total assets at beginning of year	2016-12-31	$5,807,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$39,751
Total interest from all sources	2016-12-31	$4,450
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$142,420
Participant contributions at end of year	2016-12-31	$73,135
Participant contributions at beginning of year	2016-12-31	$190,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,354,752
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,452,781
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,807,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$29,749
Interest on participant loans	2016-12-31	$4,450
Value of interest in common/collective trusts at end of year	2016-12-31	$4,379,646
Value of interest in common/collective trusts at beginning of year	2016-12-31	$5,617,048
Net investment gain or loss from common/collective trusts	2016-12-31	$267,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$51,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,780,603
Contract administrator fees	2016-12-31	$10,002
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WATKINS, WARD & STAFFORD PLLC
Accountancy firm EIN	2016-12-31	640394922
2015 : HEALTHCARE MANAGEMENT 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$101,077
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$285,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$246,609
Value of total corrective distributions	2015-12-31	$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$271,884
Value of total assets at end of year	2015-12-31	$5,807,533
Value of total assets at beginning of year	2015-12-31	$5,991,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$38,337
Total interest from all sources	2015-12-31	$7,068
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$0
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	$196,966
Participant contributions at end of year	2015-12-31	$190,485
Participant contributions at beginning of year	2015-12-31	$221,825
Other income not declared elsewhere	2015-12-31	$11
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	$-183,987
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,807,533
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,991,520
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
Investment advisory and management fees	2015-12-31	$32,912
Interest on participant loans	2015-12-31	$7,068
Value of interest in common/collective trusts at end of year	2015-12-31	$5,617,048
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,769,695
Net investment gain or loss from common/collective trusts	2015-12-31	$-177,886
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	$74,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$246,609
Contract administrator fees	2015-12-31	$5,425
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	WATKINS, WARD & STAFFORD PLLC
Accountancy firm EIN	2015-12-31	640394922
2014 : HEALTHCARE MANAGEMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$479,082
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$887,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$850,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$237,113
Value of total assets at end of year	2014-12-31	$5,991,520
Value of total assets at beginning of year	2014-12-31	$6,400,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$37,427
Total interest from all sources	2014-12-31	$7,398
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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	$173,202
Participant contributions at end of year	2014-12-31	$221,825
Participant contributions at beginning of year	2014-12-31	$260,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$3
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	$-408,619
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,991,520
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,400,139
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
Investment advisory and management fees	2014-12-31	$32,802
Interest on participant loans	2014-12-31	$7,398
Value of interest in common/collective trusts at end of year	2014-12-31	$5,769,695
Value of interest in common/collective trusts at beginning of year	2014-12-31	$6,139,196
Net investment gain or loss from common/collective trusts	2014-12-31	$234,571
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	$63,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$850,271
Contract administrator fees	2014-12-31	$4,625
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	WATKINS, WARD & STAFFORD
Accountancy firm EIN	2014-12-31	640394922
2013 : HEALTHCARE MANAGEMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$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	$1,353,013
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$295,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$251,129
Value of total corrective distributions	2013-12-31	$1,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$250,305
Value of total assets at end of year	2013-12-31	$6,400,139
Value of total assets at beginning of year	2013-12-31	$5,342,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$42,988
Total interest from all sources	2013-12-31	$7,314
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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	No
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	$186,842
Participant contributions at end of year	2013-12-31	$260,943
Participant contributions at beginning of year	2013-12-31	$233,194
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	$1,057,501
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,400,139
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,342,638
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
Investment advisory and management fees	2013-12-31	$30,260
Interest on participant loans	2013-12-31	$7,314
Value of interest in common/collective trusts at end of year	2013-12-31	$6,139,196
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,109,444
Net investment gain or loss from common/collective trusts	2013-12-31	$1,095,394
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	$63,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$251,129
Contract administrator fees	2013-12-31	$12,728
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	WATKINS WARD & STAFFORD
Accountancy firm EIN	2013-12-31	640394922
2012 : HEALTHCARE MANAGEMENT 401(K) 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	$7,347
Total income from all sources (including contributions)	2012-12-31	$739,322
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$151,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$148,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$251,345
Value of total assets at end of year	2012-12-31	$5,342,638
Value of total assets at beginning of year	2012-12-31	$4,762,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,000
Total interest from all sources	2012-12-31	$6,827
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	No
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	$190,034
Participant contributions at end of year	2012-12-31	$233,194
Participant contributions at beginning of year	2012-12-31	$220,061
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$82
Liabilities. Value of operating payables at beginning of year	2012-12-31	$7,347
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	$587,968
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,342,638
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,754,670
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
Interest on participant loans	2012-12-31	$6,827
Value of interest in common/collective trusts at end of year	2012-12-31	$5,109,444
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,541,874
Net investment gain or loss from common/collective trusts	2012-12-31	$481,150
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	$60,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$148,354
Contract administrator fees	2012-12-31	$3,000
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	WATKINS WARD & STAFFORD
Accountancy firm EIN	2012-12-31	640394922
2011 : HEALTHCARE MANAGEMENT 401(K) 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	$7,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$12,292
Total income from all sources (including contributions)	2011-12-31	$50,887
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$154,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$148,488
Value of total corrective distributions	2011-12-31	$2,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$231,083
Value of total assets at end of year	2011-12-31	$4,762,017
Value of total assets at beginning of year	2011-12-31	$4,870,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,375
Total interest from all sources	2011-12-31	$6,056
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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	No
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	$179,083
Participant contributions at end of year	2011-12-31	$220,061
Participant contributions at beginning of year	2011-12-31	$150,928
Participant contributions at beginning of year	2011-12-31	$2,538
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$22
Other income not declared elsewhere	2011-12-31	$4,663
Liabilities. Value of operating payables at end of year	2011-12-31	$7,347
Liabilities. Value of operating payables at beginning of year	2011-12-31	$12,292
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	$-103,728
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,754,670
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,858,398
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
Interest on participant loans	2011-12-31	$6,056
Value of interest in common/collective trusts at end of year	2011-12-31	$4,541,874
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,717,202
Net investment gain or loss from common/collective trusts	2011-12-31	$-190,915
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	$52,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$148,488
Contract administrator fees	2011-12-31	$3,375
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	WATKINS WARD & STAFFORD
Accountancy firm EIN	2011-12-31	640394922
2010 : HEALTHCARE MANAGEMENT 401(K) 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	$12,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$23,337
Total income from all sources (including contributions)	2010-12-31	$772,711
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$315,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$295,187
Value of total corrective distributions	2010-12-31	$11,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$255,457
Value of total assets at end of year	2010-12-31	$4,870,690
Value of total assets at beginning of year	2010-12-31	$4,424,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,968
Total interest from all sources	2010-12-31	$3,819
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$192,840
Participant contributions at end of year	2010-12-31	$150,928
Participant contributions at beginning of year	2010-12-31	$79,063
Participant contributions at end of year	2010-12-31	$2,538
Participant contributions at beginning of year	2010-12-31	$16,314
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$22
Other income not declared elsewhere	2010-12-31	$2,331
Liabilities. Value of operating payables at end of year	2010-12-31	$12,292
Liabilities. Value of operating payables at beginning of year	2010-12-31	$23,337
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	$457,572
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,858,398
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,400,826
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
Interest on participant loans	2010-12-31	$3,819
Value of interest in common/collective trusts at end of year	2010-12-31	$4,717,202
Value of interest in common/collective trusts at beginning of year	2010-12-31	$4,323,050
Net investment gain or loss from common/collective trusts	2010-12-31	$511,104
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	$62,617
Employer contributions (assets) at beginning of year	2010-12-31	$5,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$295,187
Contract administrator fees	2010-12-31	$7,968
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	WATKINS WARD & STAFFORD, PLLC
Accountancy firm EIN	2010-12-31	640394922
2009 : HEALTHCARE MANAGEMENT 401(K) 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

Form 5500 Responses for HEALTHCARE MANAGEMENT 401(K) PLAN

2016: HEALTHCARE MANAGEMENT 401(K) 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: HEALTHCARE MANAGEMENT 401(K) 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: HEALTHCARE MANAGEMENT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEALTHCARE MANAGEMENT 401(K) 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: HEALTHCARE MANAGEMENT 401(K) 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: HEALTHCARE MANAGEMENT 401(K) 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: HEALTHCARE MANAGEMENT 401(K) 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HEALTHCARE MANAGEMENT INC.
Employer identification number (EIN):	640663717
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)