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HEALTH CONCEPTS, LTD 401(K) PLAN 401k Plan overview

Plan NameHEALTH CONCEPTS, LTD 401(K) PLAN
Plan identification number 002

HEALTH CONCEPTS, LTD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEALTH CONCEPTS, LTD has sponsored the creation of one or more 401k plans.

Company Name:HEALTH CONCEPTS, LTD
Employer identification number (EIN):050400913
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CONCEPTS, LTD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2018-10-11
0022016-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2017-10-10
0022015-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2016-10-14
0022014-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2015-10-14
0022013-01-01DEBRA V. DAVIS BETHANY STOCKFORD2014-10-08
0022012-01-01DEBRA V. DAVIS BETHANY STOCKFORD2013-10-11
0022011-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2012-10-04
0022009-01-01DEBRA V. DAVIS BETHANY J. STOCKFORD2010-10-13

Plan Statistics for HEALTH CONCEPTS, LTD 401(K) PLAN

401k plan membership statisitcs for HEALTH CONCEPTS, LTD 401(K) PLAN

Measure Date Value
2023: HEALTH CONCEPTS, LTD 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01953
Total number of active participants reported on line 7a of the Form 55002023-01-01427
Number of retired or separated participants receiving benefits2023-01-0111
Number of other retired or separated participants entitled to future benefits2023-01-01424
Total of all active and inactive participants2023-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-01870
Number of participants with account balances2023-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HEALTH CONCEPTS, LTD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,266
Total number of active participants reported on line 7a of the Form 55002022-01-01419
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01493
Total of all active and inactive participants2022-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01928
Number of participants with account balances2022-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEALTH CONCEPTS, LTD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,267
Total number of active participants reported on line 7a of the Form 55002021-01-01749
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01460
Total of all active and inactive participants2021-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-011,224
Number of participants with account balances2021-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEALTH CONCEPTS, LTD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,237
Total number of active participants reported on line 7a of the Form 55002020-01-01844
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01405
Total of all active and inactive participants2020-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,267
Number of participants with account balances2020-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEALTH CONCEPTS, LTD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,216
Total number of active participants reported on line 7a of the Form 55002019-01-01869
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01304
Total of all active and inactive participants2019-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,185
Number of participants with account balances2019-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEALTH CONCEPTS, LTD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,238
Total number of active participants reported on line 7a of the Form 55002018-01-01855
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01302
Total of all active and inactive participants2018-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,170
Number of participants with account balances2018-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTH CONCEPTS, LTD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,240
Total number of active participants reported on line 7a of the Form 55002017-01-01894
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01254
Total of all active and inactive participants2017-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,159
Number of participants with account balances2017-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEALTH CONCEPTS, LTD 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,224
Total number of active participants reported on line 7a of the Form 55002016-01-01875
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01277
Total of all active and inactive participants2016-01-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,160
Number of participants with account balances2016-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEALTH CONCEPTS, LTD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,153
Total number of active participants reported on line 7a of the Form 55002015-01-01877
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01277
Total of all active and inactive participants2015-01-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,160
Number of participants with account balances2015-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEALTH CONCEPTS, LTD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,103
Total number of active participants reported on line 7a of the Form 55002014-01-01890
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01235
Total of all active and inactive participants2014-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,128
Number of participants with account balances2014-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEALTH CONCEPTS, LTD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,079
Total number of active participants reported on line 7a of the Form 55002013-01-01909
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01178
Total of all active and inactive participants2013-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,088
Number of participants with account balances2013-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEALTH CONCEPTS, LTD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01888
Total number of active participants reported on line 7a of the Form 55002012-01-01891
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,046
Number of participants with account balances2012-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEALTH CONCEPTS, LTD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01855
Total number of active participants reported on line 7a of the Form 55002011-01-01734
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01864
Number of participants with account balances2011-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HEALTH CONCEPTS, LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01719
Total number of active participants reported on line 7a of the Form 55002009-01-01659
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01758
Number of participants with account balances2009-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEALTH CONCEPTS, LTD 401(K) PLAN

Measure Date Value
2022 : HEALTH CONCEPTS, LTD 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,853
Total income from all sources (including contributions)2022-12-31$-7,901,069
Total of all expenses incurred2022-12-31$10,047,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,818,388
Value of total corrective distributions2022-12-31$27,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,505,823
Value of total assets at end of year2022-12-31$42,421,689
Value of total assets at beginning of year2022-12-31$60,374,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$201,852
Total interest from all sources2022-12-31$62
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$587,669
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$587,669
Administrative expenses professional fees incurred2022-12-31$20,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,485,618
Participant contributions at end of year2022-12-31$36,706
Participant contributions at beginning of year2022-12-31$56,658
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$28,853
Administrative expenses (other) incurred2022-12-31$84,944
Total non interest bearing cash at end of year2022-12-31$24,510
Total non interest bearing cash at beginning of year2022-12-31$28,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,948,371
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,397,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,345,550
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$96,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,617,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,431,275
Value of interest in common/collective trusts at end of year2022-12-31$4,741,499
Value of interest in common/collective trusts at beginning of year2022-12-31$3,802,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,082,554
Net investment gain or loss from common/collective trusts2022-12-31$87,931
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$38,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,818,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : HEALTH CONCEPTS, LTD 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$28,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,290
Total income from all sources (including contributions)2021-12-31$12,717,538
Total of all expenses incurred2021-12-31$4,371,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,144,332
Value of total corrective distributions2021-12-31$16,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,342,728
Value of total assets at end of year2021-12-31$60,374,403
Value of total assets at beginning of year2021-12-31$52,024,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,154
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$945,533
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$945,533
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$3,029,927
Participant contributions at end of year2021-12-31$56,658
Participant contributions at beginning of year2021-12-31$120,934
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$281,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$28,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,290
Administrative expenses (other) incurred2021-12-31$96,281
Total non interest bearing cash at end of year2021-12-31$28,852
Total non interest bearing cash at beginning of year2021-12-31$25,290
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$8,346,095
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,345,550
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,999,455
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$113,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,431,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,749,509
Value of interest in common/collective trusts at end of year2021-12-31$3,802,443
Value of interest in common/collective trusts at beginning of year2021-12-31$4,038,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,365,750
Net investment gain or loss from common/collective trusts2021-12-31$63,527
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,031,095
Employer contributions (assets) at end of year2021-12-31$38,639
Employer contributions (assets) at beginning of year2021-12-31$83,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,144,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2021-12-31222428965
2020 : HEALTH CONCEPTS, LTD 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,203
Total income from all sources (including contributions)2020-12-31$12,212,090
Total of all expenses incurred2020-12-31$3,738,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,583,115
Value of total corrective distributions2020-12-31$1,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,957,850
Value of total assets at end of year2020-12-31$52,024,745
Value of total assets at beginning of year2020-12-31$43,547,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$154,040
Total interest from all sources2020-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$636,929
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$636,929
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$2,929,818
Participant contributions at end of year2020-12-31$120,934
Participant contributions at beginning of year2020-12-31$46,129
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,203
Administrative expenses (other) incurred2020-12-31$64,802
Total non interest bearing cash at end of year2020-12-31$25,290
Total non interest bearing cash at beginning of year2020-12-31$21,203
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$8,473,401
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,999,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,526,054
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$89,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,749,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,686,295
Value of interest in common/collective trusts at end of year2020-12-31$4,038,181
Value of interest in common/collective trusts at beginning of year2020-12-31$2,755,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,540,149
Net investment gain or loss from common/collective trusts2020-12-31$77,156
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,979,684
Employer contributions (assets) at end of year2020-12-31$83,502
Employer contributions (assets) at beginning of year2020-12-31$31,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,583,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31222428965
2019 : HEALTH CONCEPTS, LTD 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,701
Total income from all sources (including contributions)2019-12-31$12,093,449
Total income from all sources (including contributions)2019-12-31$12,093,449
Total of all expenses incurred2019-12-31$3,787,565
Total of all expenses incurred2019-12-31$3,787,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,650,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,650,275
Value of total corrective distributions2019-12-31$3,961
Value of total corrective distributions2019-12-31$3,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,266,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,266,172
Value of total assets at end of year2019-12-31$43,547,257
Value of total assets at beginning of year2019-12-31$35,243,871
Value of total assets at beginning of year2019-12-31$35,243,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$133,329
Total interest from all sources2019-12-31$24
Total interest from all sources2019-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$668,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$668,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$668,022
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$668,022
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,423,617
Contributions received from participants2019-12-31$2,423,617
Participant contributions at end of year2019-12-31$46,129
Participant contributions at end of year2019-12-31$46,129
Participant contributions at beginning of year2019-12-31$42,647
Participant contributions at beginning of year2019-12-31$42,647
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,701
Administrative expenses (other) incurred2019-12-31$53,001
Administrative expenses (other) incurred2019-12-31$53,001
Total non interest bearing cash at end of year2019-12-31$21,203
Total non interest bearing cash at end of year2019-12-31$21,203
Total non interest bearing cash at beginning of year2019-12-31$23,701
Total non interest bearing cash at beginning of year2019-12-31$23,701
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
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$8,305,884
Value of net income/loss2019-12-31$8,305,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,526,054
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,526,054
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,220,170
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,220,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$80,328
Investment advisory and management fees2019-12-31$80,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,686,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,536,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,536,127
Value of interest in common/collective trusts at end of year2019-12-31$2,755,664
Value of interest in common/collective trusts at end of year2019-12-31$2,755,664
Value of interest in common/collective trusts at beginning of year2019-12-31$2,608,416
Value of interest in common/collective trusts at beginning of year2019-12-31$2,608,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,101,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,101,426
Net investment gain or loss from common/collective trusts2019-12-31$57,805
Net investment gain or loss from common/collective trusts2019-12-31$57,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,676,220
Contributions received in cash from employer2019-12-31$1,676,220
Employer contributions (assets) at end of year2019-12-31$31,808
Employer contributions (assets) at end of year2019-12-31$31,808
Employer contributions (assets) at beginning of year2019-12-31$29,816
Employer contributions (assets) at beginning of year2019-12-31$29,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,650,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,650,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31222428965
Accountancy firm EIN2019-12-31222428965
2018 : HEALTH CONCEPTS, LTD 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,588
Total income from all sources (including contributions)2018-12-31$2,348,380
Total of all expenses incurred2018-12-31$4,130,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,985,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,037,365
Value of total assets at end of year2018-12-31$35,243,871
Value of total assets at beginning of year2018-12-31$37,025,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,185
Total interest from all sources2018-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$659,579
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$659,579
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$2,367,017
Participant contributions at end of year2018-12-31$42,647
Participant contributions at beginning of year2018-12-31$41,442
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,588
Administrative expenses (other) incurred2018-12-31$50,972
Total non interest bearing cash at end of year2018-12-31$23,701
Total non interest bearing cash at beginning of year2018-12-31$22,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,782,420
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,220,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,002,590
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$94,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,536,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,086,319
Value of interest in common/collective trusts at end of year2018-12-31$2,608,416
Value of interest in common/collective trusts at beginning of year2018-12-31$2,843,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,400,562
Net investment gain or loss from common/collective trusts2018-12-31$51,988
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,646,150
Employer contributions (assets) at end of year2018-12-31$29,816
Employer contributions (assets) at beginning of year2018-12-31$28,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,985,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31222428965
2017 : HEALTH CONCEPTS, LTD 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,588
Total income from all sources (including contributions)2017-12-31$9,412,074
Total of all expenses incurred2017-12-31$3,537,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,403,891
Value of total corrective distributions2017-12-31$427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,044,239
Value of total assets at end of year2017-12-31$37,025,178
Value of total assets at beginning of year2017-12-31$31,127,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$133,053
Total interest from all sources2017-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$531,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$531,141
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,325,751
Participant contributions at end of year2017-12-31$41,442
Participant contributions at beginning of year2017-12-31$41,408
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$121,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,588
Administrative expenses (other) incurred2017-12-31$81,752
Total non interest bearing cash at end of year2017-12-31$22,588
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$5,874,703
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,002,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,127,887
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
Investment advisory and management fees2017-12-31$51,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,086,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,402,281
Value of interest in common/collective trusts at end of year2017-12-31$2,843,056
Value of interest in common/collective trusts at beginning of year2017-12-31$2,652,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,798,916
Net investment gain or loss from common/collective trusts2017-12-31$37,775
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,597,389
Employer contributions (assets) at end of year2017-12-31$28,666
Employer contributions (assets) at beginning of year2017-12-31$28,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,403,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31222428965
2016 : HEALTH CONCEPTS, LTD 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,726,737
Total of all expenses incurred2016-12-31$2,476,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,352,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,663,449
Value of total assets at end of year2016-12-31$31,127,887
Value of total assets at beginning of year2016-12-31$27,877,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$124,151
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$404,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$404,690
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,178,980
Participant contributions at end of year2016-12-31$41,408
Participant contributions at beginning of year2016-12-31$78,741
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$246
Administrative expenses (other) incurred2016-12-31$124,151
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$3,250,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,127,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,877,646
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$28,402,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,310,043
Value of interest in common/collective trusts at end of year2016-12-31$2,652,773
Value of interest in common/collective trusts at beginning of year2016-12-31$2,431,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,633,981
Net investment gain or loss from common/collective trusts2016-12-31$24,617
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,484,223
Employer contributions (assets) at end of year2016-12-31$28,506
Employer contributions (assets) at beginning of year2016-12-31$54,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,352,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : HEALTH CONCEPTS, LTD 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,379,037
Total of all expenses incurred2015-12-31$2,095,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,980,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,653,371
Value of total assets at end of year2015-12-31$27,877,646
Value of total assets at beginning of year2015-12-31$26,593,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$114,781
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$389,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$389,625
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,164,246
Participant contributions at end of year2015-12-31$78,741
Participant contributions at beginning of year2015-12-31$36,961
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,343
Administrative expenses (other) incurred2015-12-31$114,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,283,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,877,646
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,593,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,310,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,119,690
Value of interest in common/collective trusts at end of year2015-12-31$2,431,485
Value of interest in common/collective trusts at beginning of year2015-12-31$2,408,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-683,116
Net investment gain or loss from common/collective trusts2015-12-31$19,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,482,782
Employer contributions (assets) at end of year2015-12-31$54,510
Employer contributions (assets) at beginning of year2015-12-31$25,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,980,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LGC & D LLP
Accountancy firm EIN2015-12-31453994797
2014 : HEALTH CONCEPTS, LTD 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,975,317
Total of all expenses incurred2014-12-31$2,048,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,933,436
Value of total corrective distributions2014-12-31$4,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,409,137
Value of total assets at end of year2014-12-31$26,593,925
Value of total assets at beginning of year2014-12-31$23,667,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$110,544
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$421,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$421,094
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,998,623
Participant contributions at end of year2014-12-31$36,961
Participant contributions at beginning of year2014-12-31$32,396
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,962
Administrative expenses (other) incurred2014-12-31$110,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,926,642
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,593,925
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,667,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,119,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,070,188
Value of interest in common/collective trusts at end of year2014-12-31$2,408,956
Value of interest in common/collective trusts at beginning of year2014-12-31$2,540,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,129,017
Net investment gain or loss from common/collective trusts2014-12-31$16,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,371,552
Employer contributions (assets) at end of year2014-12-31$25,452
Employer contributions (assets) at beginning of year2014-12-31$22,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,933,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LGC & D LLP
Accountancy firm EIN2014-12-31453994797
2013 : HEALTH CONCEPTS, LTD 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,950,355
Total of all expenses incurred2013-12-31$1,644,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,548,219
Value of total corrective distributions2013-12-31$3,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,085,500
Value of total assets at end of year2013-12-31$23,667,283
Value of total assets at beginning of year2013-12-31$18,361,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,951
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$343,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$343,894
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,798,553
Participant contributions at end of year2013-12-31$32,396
Participant contributions at beginning of year2013-12-31$31,542
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,750
Administrative expenses (other) incurred2013-12-31$92,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,305,784
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,667,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,361,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,070,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,716,533
Value of interest in common/collective trusts at end of year2013-12-31$2,540,738
Value of interest in common/collective trusts at beginning of year2013-12-31$2,589,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,501,358
Net investment gain or loss from common/collective trusts2013-12-31$19,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,258,197
Employer contributions (assets) at end of year2013-12-31$22,690
Employer contributions (assets) at beginning of year2013-12-31$21,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,548,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LGC & D LLP
Accountancy firm EIN2013-12-31453994797
2012 : HEALTH CONCEPTS, LTD 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,815,612
Total of all expenses incurred2012-12-31$1,382,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,307,194
Value of total corrective distributions2012-12-31$1,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,019,174
Value of total assets at end of year2012-12-31$18,361,499
Value of total assets at beginning of year2012-12-31$14,927,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$73,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$281,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$281,749
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,598,723
Participant contributions at end of year2012-12-31$31,542
Participant contributions at beginning of year2012-12-31$26,236
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$308,875
Administrative expenses (other) incurred2012-12-31$73,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,433,515
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,361,499
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,927,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,716,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,372,647
Value of interest in common/collective trusts at end of year2012-12-31$2,589,635
Value of interest in common/collective trusts at beginning of year2012-12-31$2,509,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,488,315
Net investment gain or loss from common/collective trusts2012-12-31$26,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,111,576
Employer contributions (assets) at end of year2012-12-31$21,881
Employer contributions (assets) at beginning of year2012-12-31$18,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,307,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LGC & D LLP
Accountancy firm EIN2012-12-31453994797
2011 : HEALTH CONCEPTS, LTD 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,120,166
Total of all expenses incurred2011-12-31$1,464,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,399,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,392,908
Value of total assets at end of year2011-12-31$14,927,984
Value of total assets at beginning of year2011-12-31$14,272,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,349
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$216,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$216,054
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,404,425
Participant contributions at end of year2011-12-31$26,236
Participant contributions at beginning of year2011-12-31$26,000
Administrative expenses (other) incurred2011-12-31$65,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$655,224
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,927,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,272,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,372,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,010,903
Value of interest in common/collective trusts at end of year2011-12-31$2,509,141
Value of interest in common/collective trusts at beginning of year2011-12-31$2,217,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-521,022
Net investment gain or loss from common/collective trusts2011-12-31$32,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$988,483
Employer contributions (assets) at end of year2011-12-31$18,412
Employer contributions (assets) at beginning of year2011-12-31$17,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,399,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LGC & D LLP
Accountancy firm EIN2011-12-31453994797
2010 : HEALTH CONCEPTS, LTD 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,766,298
Total of all expenses incurred2010-12-31$954,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$892,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,262,872
Value of total assets at end of year2010-12-31$14,272,760
Value of total assets at beginning of year2010-12-31$11,460,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,848
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$257,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$257,620
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,241,488
Participant contributions at end of year2010-12-31$26,000
Participant contributions at beginning of year2010-12-31$41,080
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$150,928
Administrative expenses (other) incurred2010-12-31$61,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,811,831
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,272,760
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,460,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,010,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,134,351
Value of interest in common/collective trusts at end of year2010-12-31$2,217,026
Value of interest in common/collective trusts at beginning of year2010-12-31$2,255,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,197,841
Net investment gain or loss from common/collective trusts2010-12-31$47,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$870,456
Employer contributions (assets) at end of year2010-12-31$17,988
Employer contributions (assets) at beginning of year2010-12-31$28,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$892,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEFKOWITZ, GARFINKEL, CHAMP & DERIN
Accountancy firm EIN2010-12-31050456296
2009 : HEALTH CONCEPTS, LTD 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEALTH CONCEPTS, LTD 401(K) PLAN

2023: HEALTH CONCEPTS, LTD 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEALTH CONCEPTS, LTD 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH CONCEPTS, LTD 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 CONCEPTS, LTD 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 CONCEPTS, LTD 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 CONCEPTS, LTD 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 CONCEPTS, LTD 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 CONCEPTS, LTD 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
2015: HEALTH CONCEPTS, LTD 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEALTH CONCEPTS, LTD 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEALTH CONCEPTS, LTD 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEALTH CONCEPTS, LTD 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEALTH CONCEPTS, LTD 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEALTH CONCEPTS, LTD 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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