401k Plan data: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN plan

HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

HEALTH CARE OPTIONS, INC. 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.
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 CARE OPTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HEALTH CARE OPTIONS, INC.

Employer identification number (EIN): 721083021

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about HEALTH CARE OPTIONS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1991-09-09

Company Identification Number: 601340206

Legal Registered Office Address: 4106 MCCULLOUGH RD

YAKIMA
United States of America (USA)
98903

More information about HEALTH CARE OPTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 PATRICK DICKSON 2014-06-30
002 2012-01-01 PATRICK DICKSON
002 2011-01-01 ANNETTE AUSTIN
002 2009-01-01 ANNETTE AUSTIN ANNETTE AUSTIN 2010-10-15
002 2009-01-01 ANNETTE AUSTIN ANNETTE AUSTIN 2010-10-15
002 2009-01-01 ANNETTE AUSTIN ANNETTE AUSTIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	PATRICK DICKSON	2014-06-30
002	2012-01-01	PATRICK DICKSON
002	2011-01-01	ANNETTE AUSTIN
002	2009-01-01	ANNETTE AUSTIN		ANNETTE AUSTIN	2010-10-15
002	2009-01-01	ANNETTE AUSTIN		ANNETTE AUSTIN	2010-10-15
002	2009-01-01	ANNETTE AUSTIN		ANNETTE AUSTIN	2010-10-14

Plan Statistics for HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 6
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 97
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 22
Total of all active and inactive participants 2011-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 119
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 173
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 19
Total of all active and inactive participants 2009-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 192
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	6
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	97
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	22
Total of all active and inactive participants	2011-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	119
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	173
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	19
Total of all active and inactive participants	2009-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	192
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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	$22,821
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$136,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$135,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,430
Value of total assets at end of year	2012-12-31	$104,188
Value of total assets at beginning of year	2012-12-31	$217,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$382
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,902
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	$1,902
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$22,000
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	$2,430
Participant contributions at end of year	2012-12-31	$1,901
Administrative expenses (other) incurred	2012-12-31	$382
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	$-113,363
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$104,188
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$217,551
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	$102,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$184,186
Value of interest in common/collective trusts at end of year	2012-12-31	$52
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$33,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$33,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$18,489
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$135,802
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	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2012-12-31	720636725
2011 : HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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	$0
Total income from all sources (including contributions)	2011-12-31	$5,206
Total loss/gain on sale of assets	2011-12-31	$-2,173
Total of all expenses incurred	2011-12-31	$3,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$3,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,574
Value of total assets at end of year	2011-12-31	$217,551
Value of total assets at beginning of year	2011-12-31	$215,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,570
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	$2,570
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
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	$7,560
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$593
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,014
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	$2,145
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$217,551
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$215,406
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	$184,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$182,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$33,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$32,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$32,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,768
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
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
Aggregate proceeds on sale of assets	2011-12-31	$54,690
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$56,863
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	HANNIS T BOURGEOIS LLP
Accountancy firm EIN	2011-12-31	720636725
2010 : HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,196
Total income from all sources (including contributions)	2010-12-31	$30,837
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$64,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$64,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$8,237
Value of total assets at end of year	2010-12-31	$215,406
Value of total assets at beginning of year	2010-12-31	$250,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$5
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,070
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	$4,070
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
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	$8,237
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$903
Participant contributions at end of year	2010-12-31	$593
Participant contributions at beginning of year	2010-12-31	$1,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,196
Total non interest bearing cash at beginning of year	2010-12-31	$24
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	$-33,669
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$215,406
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$249,075
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	$182,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$186,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$32,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$61,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$61,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$18,525
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$64,506
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	HANNIS T BOURGEOIS LLP
Accountancy firm EIN	2010-12-31	720636725
2009 : HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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 HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN

2012: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING 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: HEALTH CARE OPTIONS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	HEALTH CARE OPTIONS, INC.
Employer identification number (EIN):	721083021
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1991-09-09
Company Identification Number:	601340206
Legal Registered Office Address:	4106 MCCULLOUGH RD YAKIMA United States of America (USA) 98903