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HEALTH CARE PARTNERS, INC. 401(K) PLAN 401k Plan overview

Plan NameHEALTH CARE PARTNERS, INC. 401(K) PLAN
Plan identification number 002

HEALTH CARE PARTNERS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:HEALTH CARE PARTNERS, INC.
Employer identification number (EIN):943176140
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HEALTH CARE PARTNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1992-07-20
Company Identification Number: V52356
Legal Registered Office Address: 1718 E SEVENTH AVE

TAMPA

33605

More information about HEALTH CARE PARTNERS, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01CHARLES SYMES II2023-08-21
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KATIE HAWORTH
0022016-01-01KATIE HAWORTH
0022015-01-01KATIE HAWORTH2016-10-06
0022014-01-01KATIE HAWORTH2015-10-02

Plan Statistics for HEALTH CARE PARTNERS, INC. 401(K) PLAN

401k plan membership statisitcs for HEALTH CARE PARTNERS, INC. 401(K) PLAN

Measure Date Value
2022: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01161
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01137
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01140
Total participants2021-01-01140
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01156
Total participants2020-01-01156
Number of participants with account balances2020-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01159
Total participants2019-01-01159
Number of participants with account balances2019-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01164
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01150
Total participants2018-01-01150
Number of participants with account balances2018-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01132
Total participants2017-01-01132
Number of participants with account balances2017-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01130
Total participants2016-01-01130
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on HEALTH CARE PARTNERS, INC. 401(K) PLAN

Measure Date Value
2022 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95
Total income from all sources (including contributions)2022-12-31$-297,287
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$224,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$222,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,937
Value of total assets at end of year2022-12-31$1,259,585
Value of total assets at beginning of year2022-12-31$1,781,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,563
Total interest from all sources2022-12-31$2,226
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,851
Administrative expenses professional fees incurred2022-12-31$2,563
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,709
Participant contributions at end of year2022-12-31$42,140
Participant contributions at beginning of year2022-12-31$18,731
Participant contributions at end of year2022-12-31$1,089
Participant contributions at beginning of year2022-12-31$1,620
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$228
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,657
Total non interest bearing cash at end of year2022-12-31$1,154
Total non interest bearing cash at beginning of year2022-12-31$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-521,907
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,259,585
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,781,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,210,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,755,484
Income. Interest from loans (other than to participants)2022-12-31$2,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-357,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$222,057
Contract administrator fees2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$95
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LENNY YEH INC
Accountancy firm EIN2022-12-31208848624
2021 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95
Total income from all sources (including contributions)2021-12-31$332,300
Total of all expenses incurred2021-12-31$117,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$114,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$46,140
Value of total assets at end of year2021-12-31$1,781,587
Value of total assets at beginning of year2021-12-31$1,566,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,296
Total interest from all sources2021-12-31$1,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$121,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$121,419
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$46,140
Participant contributions at end of year2021-12-31$18,731
Participant contributions at beginning of year2021-12-31$23,717
Participant contributions at end of year2021-12-31$1,620
Participant contributions at beginning of year2021-12-31$1,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,602
Liabilities. Value of operating payables at end of year2021-12-31$95
Total non interest bearing cash at end of year2021-12-31$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$214,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,781,492
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,566,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,755,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,537,443
Interest on participant loans2021-12-31$1,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$163,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$114,383
Contract administrator fees2021-12-31$245
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LENNY YEH, INC.
Accountancy firm EIN2021-12-31208848624
2020 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$307,960
Total of all expenses incurred2020-12-31$87,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$85,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,773
Value of total assets at end of year2020-12-31$1,566,871
Value of total assets at beginning of year2020-12-31$1,346,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,468
Total interest from all sources2020-12-31$2,216
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$61,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$61,747
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$45,773
Participant contributions at end of year2020-12-31$23,717
Participant contributions at beginning of year2020-12-31$46,159
Participant contributions at end of year2020-12-31$1,109
Participant contributions at beginning of year2020-12-31$1,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,602
Other income not declared elsewhere2020-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$220,006
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,566,871
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,346,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,537,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,299,606
Interest on participant loans2020-12-31$2,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$198,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$85,486
Contract administrator fees2020-12-31$95
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LENNY YEH, INC.
Accountancy firm EIN2020-12-31208848624
2019 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$294,878
Total of all expenses incurred2019-12-31$2,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,596
Value of total assets at end of year2019-12-31$1,346,865
Value of total assets at beginning of year2019-12-31$1,054,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,126
Total interest from all sources2019-12-31$3,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$48,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$48,473
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$47,596
Participant contributions at end of year2019-12-31$46,159
Participant contributions at beginning of year2019-12-31$59,129
Participant contributions at end of year2019-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$292,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,346,865
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,054,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,299,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$994,984
Interest on participant loans2019-12-31$3,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$195,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LENNY YEH, INC.
Accountancy firm EIN2019-12-31208848624
2018 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-29,813
Total of all expenses incurred2018-12-31$5,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,098
Value of total assets at end of year2018-12-31$1,054,113
Value of total assets at beginning of year2018-12-31$1,089,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,484
Total interest from all sources2018-12-31$2,829
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$44,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$44,174
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$36,098
Participant contributions at end of year2018-12-31$59,129
Participant contributions at beginning of year2018-12-31$19,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,154
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,054,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,089,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$994,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,069,394
Interest on participant loans2018-12-31$2,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-112,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,857
Contract administrator fees2018-12-31$469
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LENNY YEH, INC.
Accountancy firm EIN2018-12-31208848624
2017 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$209,887
Total of all expenses incurred2017-12-31$59,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$57,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$49,165
Value of total assets at end of year2017-12-31$1,089,267
Value of total assets at beginning of year2017-12-31$938,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,996
Total interest from all sources2017-12-31$1,215
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$39,467
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$39,467
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$46,901
Participant contributions at end of year2017-12-31$19,467
Participant contributions at beginning of year2017-12-31$31,397
Participant contributions at beginning of year2017-12-31$75
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$150,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,089,267
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$938,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,069,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$906,992
Interest on participant loans2017-12-31$1,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$120,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,088
Contract administrator fees2017-12-31$1,996
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LENNY YEH, INC.
Accountancy firm EIN2017-12-31208848624
2016 : HEALTH CARE PARTNERS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$103,239
Total of all expenses incurred2016-12-31$80,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$77,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,825
Value of total assets at end of year2016-12-31$938,464
Value of total assets at beginning of year2016-12-31$915,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,364
Total interest from all sources2016-12-31$1,904
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$37,825
Participant contributions at end of year2016-12-31$31,397
Participant contributions at beginning of year2016-12-31$62,346
Participant contributions at end of year2016-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$23,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$938,464
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$915,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$906,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$853,090
Interest on participant loans2016-12-31$1,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$63,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$77,847
Contract administrator fees2016-12-31$2,364
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LENNY YEH, INC.
Accountancy firm EIN2016-12-31208848624

Form 5500 Responses for HEALTH CARE PARTNERS, INC. 401(K) PLAN

2022: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEALTH CARE PARTNERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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