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ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 401k Plan overview

Plan NameADVANTAGE CARE REHABILITATION, INC., 401K PLAN
Plan identification number 001

ADVANTAGE CARE REHABILITATION, INC., 401K 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.

401k Sponsoring company profile

ADVANTAGECARE REHABILITATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANTAGECARE REHABILITATION, INC.
Employer identification number (EIN):050583969
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGE CARE REHABILITATION, INC., 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMY HANCOCK2023-10-13
0012021-01-01WILLIAM HENRY2022-10-05
0012020-01-01WILLIAM HENRY2021-10-14
0012019-01-01WILLIAM R. HENRY2020-10-15
0012018-01-01
0012017-01-01AMY HANCOCK
0012016-01-01AMY HANCOCK
0012015-01-01AMY HANCOCK
0012014-01-01AMY HANCOCK
0012013-01-01AMY HANCOCK
0012012-01-01AMY HANCOCK AMY HANCOCK2013-07-31
0012011-01-01AMY HANCOCK
0012010-01-01AMY HANCOCK
0012009-01-01BRAD JADLOWIEC
0012009-01-01AMY HANCOCK

Plan Statistics for ADVANTAGE CARE REHABILITATION, INC., 401K PLAN

401k plan membership statisitcs for ADVANTAGE CARE REHABILITATION, INC., 401K PLAN

Measure Date Value
2022: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01572
Total number of active participants reported on line 7a of the Form 55002022-01-01500
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01604
Number of participants with account balances2022-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01715
Total number of active participants reported on line 7a of the Form 55002021-01-01412
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01555
Number of participants with account balances2021-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01789
Total number of active participants reported on line 7a of the Form 55002020-01-01589
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01696
Number of participants with account balances2020-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01909
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01729
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01633
Total number of active participants reported on line 7a of the Form 55002018-01-01776
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01833
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01255
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01307
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01288
Total number of active participants reported on line 7a of the Form 55002016-01-01259
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01304
Total participants2016-01-01304
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01266
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01256
Total participants2015-01-01256
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01286
Total participants2014-01-01286
Number of participants with account balances2014-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01139
Total participants2010-01-01139
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on ADVANTAGE CARE REHABILITATION, INC., 401K PLAN

Measure Date Value
2022 : ADVANTAGE CARE REHABILITATION, INC., 401K 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$15,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,476
Total income from all sources (including contributions)2022-12-31$-209,537
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$802,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$769,932
Expenses. Certain deemed distributions of participant loans2022-12-31$2,922
Value of total corrective distributions2022-12-31$15,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$947,621
Value of total assets at end of year2022-12-31$5,771,573
Value of total assets at beginning of year2022-12-31$6,782,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,641
Total interest from all sources2022-12-31$814
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$884,558
Participant contributions at end of year2022-12-31$6,180
Participant contributions at beginning of year2022-12-31$9,694
Participant contributions at end of year2022-12-31$221
Participant contributions at beginning of year2022-12-31$177
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$14,641
Liabilities. Value of operating payables at end of year2022-12-31$15,346
Liabilities. Value of operating payables at beginning of year2022-12-31$13,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,012,378
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,756,227
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,768,605
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
Value of interest in pooled separate accounts at end of year2022-12-31$5,117,898
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,142,333
Interest on participant loans2022-12-31$814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$647,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$629,866
Net investment gain/loss from pooled separate accounts2022-12-31$-1,157,981
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
Contributions received in cash from employer2022-12-31$43,161
Employer contributions (assets) at end of year2022-12-31$13
Employer contributions (assets) at beginning of year2022-12-31$11
Income. Dividends from common stock2022-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$769,932
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 name2022-12-31CASE SEBATINI
Accountancy firm EIN2022-12-31251371209
2021 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$228
Total income from all sources (including contributions)2021-12-31$1,711,436
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$528,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$505,149
Value of total corrective distributions2021-12-31$13,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$899,045
Value of total assets at end of year2021-12-31$6,782,081
Value of total assets at beginning of year2021-12-31$5,585,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,450
Total interest from all sources2021-12-31$712
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$823,417
Participant contributions at end of year2021-12-31$9,694
Participant contributions at beginning of year2021-12-31$19,621
Participant contributions at end of year2021-12-31$177
Participant contributions at beginning of year2021-12-31$448
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$9,450
Liabilities. Value of operating payables at end of year2021-12-31$13,476
Liabilities. Value of operating payables at beginning of year2021-12-31$228
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$1,183,430
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,768,605
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,585,175
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
Value of interest in pooled separate accounts at end of year2021-12-31$6,142,333
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,945,626
Interest on participant loans2021-12-31$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$629,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$619,654
Net investment gain/loss from pooled separate accounts2021-12-31$811,679
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$54,046
Employer contributions (assets) at end of year2021-12-31$11
Employer contributions (assets) at beginning of year2021-12-31$54
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$505,149
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 name2021-12-31CASE SEBATINI
Accountancy firm EIN2021-12-31251371209
2020 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,921,169
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$153,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$151,412
Value of total corrective distributions2020-12-31$160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,168,146
Value of total assets at end of year2020-12-31$5,585,403
Value of total assets at beginning of year2020-12-31$3,817,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,400
Total interest from all sources2020-12-31$805
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$892,547
Participant contributions at end of year2020-12-31$19,621
Participant contributions at beginning of year2020-12-31$13,631
Participant contributions at end of year2020-12-31$448
Participant contributions at beginning of year2020-12-31$66,947
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$208,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,400
Liabilities. Value of operating payables at end of year2020-12-31$228
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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$1,767,197
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,585,175
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,817,978
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
Value of interest in pooled separate accounts at end of year2020-12-31$4,945,626
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,305,598
Interest on participant loans2020-12-31$805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$619,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$426,712
Net investment gain/loss from pooled separate accounts2020-12-31$752,218
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$67,086
Employer contributions (assets) at end of year2020-12-31$54
Employer contributions (assets) at beginning of year2020-12-31$5,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$151,412
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 name2020-12-31CASE SEBATINI
Accountancy firm EIN2020-12-31251371209
2019 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,624,401
Total income from all sources (including contributions)2019-12-31$1,624,401
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$153,471
Total of all expenses incurred2019-12-31$153,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$130,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$130,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,067,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,067,284
Value of total assets at end of year2019-12-31$3,817,978
Value of total assets at end of year2019-12-31$3,817,978
Value of total assets at beginning of year2019-12-31$2,347,048
Value of total assets at beginning of year2019-12-31$2,347,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,293
Total interest from all sources2019-12-31$90
Total interest from all sources2019-12-31$90
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$385,000
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$884,849
Contributions received from participants2019-12-31$884,849
Participant contributions at end of year2019-12-31$13,631
Participant contributions at end of year2019-12-31$13,631
Participant contributions at beginning of year2019-12-31$3,653
Participant contributions at beginning of year2019-12-31$3,653
Participant contributions at end of year2019-12-31$66,947
Participant contributions at end of year2019-12-31$66,947
Participant contributions at beginning of year2019-12-31$27,445
Participant contributions at beginning of year2019-12-31$27,445
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,203
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33
Administrative expenses (other) incurred2019-12-31$23,293
Administrative expenses (other) incurred2019-12-31$23,293
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$1,470,930
Value of net income/loss2019-12-31$1,470,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,817,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,817,978
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,347,048
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,347,048
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
Value of interest in pooled separate accounts at end of year2019-12-31$3,305,598
Value of interest in pooled separate accounts at end of year2019-12-31$3,305,598
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,080,251
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,080,251
Interest on participant loans2019-12-31$90
Interest on participant loans2019-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$426,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$426,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$233,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$233,536
Net investment gain/loss from pooled separate accounts2019-12-31$557,027
Net investment gain/loss from pooled separate accounts2019-12-31$557,027
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$54,232
Contributions received in cash from employer2019-12-31$54,232
Employer contributions (assets) at end of year2019-12-31$5,090
Employer contributions (assets) at end of year2019-12-31$5,090
Employer contributions (assets) at beginning of year2019-12-31$2,130
Employer contributions (assets) at beginning of year2019-12-31$2,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$130,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$130,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31CASE SEBATINI
Accountancy firm name2019-12-31CASE SEBATINI
Accountancy firm EIN2019-12-31251371209
Accountancy firm EIN2019-12-31251371209
2018 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$461,939
Total of all expenses incurred2018-12-31$167,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,607
Value of total corrective distributions2018-12-31$47,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$620,701
Value of total assets at end of year2018-12-31$2,347,048
Value of total assets at beginning of year2018-12-31$2,052,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,010
Total interest from all sources2018-12-31$2,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$385,000
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$578,004
Participant contributions at end of year2018-12-31$3,653
Participant contributions at beginning of year2018-12-31$5,917
Participant contributions at end of year2018-12-31$27,445
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$16,010
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$294,201
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,347,048
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,052,847
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
Value of interest in pooled separate accounts at end of year2018-12-31$2,080,251
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,871,932
Interest on participant loans2018-12-31$223
Interest earned on other investments2018-12-31$2,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$233,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$174,998
Net investment gain/loss from pooled separate accounts2018-12-31$-161,539
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$42,697
Employer contributions (assets) at end of year2018-12-31$2,130
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$104,607
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 name2018-12-31CASE SEBATINI
Accountancy firm EIN2018-12-31251371209
2017 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$698,409
Total of all expenses incurred2017-12-31$245,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$205,708
Expenses. Certain deemed distributions of participant loans2017-12-31$25,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$417,473
Value of total assets at end of year2017-12-31$2,052,847
Value of total assets at beginning of year2017-12-31$1,600,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,682
Total interest from all sources2017-12-31$2,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
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$372,966
Participant contributions at end of year2017-12-31$5,917
Participant contributions at beginning of year2017-12-31$31,102
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,913
Administrative expenses (other) incurred2017-12-31$14,682
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$452,749
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,052,847
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,600,098
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 pooled separate accounts at end of year2017-12-31$1,871,932
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,424,368
Interest on participant loans2017-12-31$858
Interest earned on other investments2017-12-31$1,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$174,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$144,628
Net investment gain/loss from pooled separate accounts2017-12-31$278,274
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$28,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$205,708
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 name2017-12-31CASE SEBATINI
Accountancy firm EIN2017-12-31251371209
2016 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$448,801
Total of all expenses incurred2016-12-31$60,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,766
Value of total corrective distributions2016-12-31$10,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$332,674
Value of total assets at end of year2016-12-31$1,600,098
Value of total assets at beginning of year2016-12-31$1,212,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,429
Total interest from all sources2016-12-31$859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
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$273,741
Participant contributions at end of year2016-12-31$31,102
Participant contributions at beginning of year2016-12-31$31,301
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,534
Other income not declared elsewhere2016-12-31$1,105
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$387,969
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,600,098
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,212,129
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 pooled separate accounts at end of year2016-12-31$1,424,368
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,106,380
Interest on participant loans2016-12-31$859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$144,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$74,448
Net investment gain/loss from pooled separate accounts2016-12-31$114,163
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$21,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,766
Contract administrator fees2016-12-31$10,429
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 name2016-12-31CASE SEBATINI
Accountancy firm EIN2016-12-31251371209
2015 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$263,533
Total of all expenses incurred2015-12-31$129,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$120,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$274,833
Value of total assets at end of year2015-12-31$1,212,129
Value of total assets at beginning of year2015-12-31$1,078,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,930
Total interest from all sources2015-12-31$1,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
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$256,677
Participant contributions at end of year2015-12-31$31,301
Participant contributions at beginning of year2015-12-31$39,353
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2
Other income not declared elsewhere2015-12-31$881
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$133,708
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,212,129
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,078,421
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
Investment advisory and management fees2015-12-31$8,580
Value of interest in pooled separate accounts at end of year2015-12-31$1,106,380
Value of interest in pooled separate accounts at beginning of year2015-12-31$968,864
Interest on participant loans2015-12-31$1,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$74,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$70,204
Net investment gain/loss from pooled separate accounts2015-12-31$-13,672
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$18,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$120,895
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 name2015-12-31CASE SABATINI
Accountancy firm EIN2015-12-31251371209
2014 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$358,422
Total of all expenses incurred2014-12-31$29,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$308,496
Value of total assets at end of year2014-12-31$1,078,421
Value of total assets at beginning of year2014-12-31$749,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,573
Total interest from all sources2014-12-31$230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$400
Was this plan covered by a fidelity bond2014-12-31No
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$209,613
Participant contributions at end of year2014-12-31$39,353
Participant contributions at beginning of year2014-12-31$3,759
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,520
Other income not declared elsewhere2014-12-31$823
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$329,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,078,421
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$749,075
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
Investment advisory and management fees2014-12-31$8,173
Value of interest in pooled separate accounts at end of year2014-12-31$968,864
Value of interest in pooled separate accounts at beginning of year2014-12-31$688,402
Interest on participant loans2014-12-31$230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$70,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,914
Net investment gain/loss from pooled separate accounts2014-12-31$48,873
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$16,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,503
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 name2014-12-31CASE I SABATINI
Accountancy firm EIN2014-12-31251371209
2013 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$260,146
Total of all expenses incurred2013-12-31$34,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,614
Value of total corrective distributions2013-12-31$2,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$127,610
Value of total assets at end of year2013-12-31$749,075
Value of total assets at beginning of year2013-12-31$523,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,303
Total interest from all sources2013-12-31$274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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$112,250
Participant contributions at end of year2013-12-31$3,759
Participant contributions at beginning of year2013-12-31$9,560
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,369
Other income not declared elsewhere2013-12-31$741
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$225,819
Value of net assets at end of year (total assets less liabilities)2013-12-31$749,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$523,256
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
Investment advisory and management fees2013-12-31$7,153
Value of interest in pooled separate accounts at end of year2013-12-31$688,402
Value of interest in pooled separate accounts at beginning of year2013-12-31$473,743
Interest on participant loans2013-12-31$274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,953
Net investment gain/loss from pooled separate accounts2013-12-31$131,521
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$8,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,614
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 name2013-12-31KINOL SHARIE LEYH AND ASSOCIATES
Accountancy firm EIN2013-12-31251754607
2012 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$156,546
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$96,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$89,264
Value of total corrective distributions2012-12-31$310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$93,898
Value of total assets at end of year2012-12-31$523,256
Value of total assets at beginning of year2012-12-31$462,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,696
Total interest from all sources2012-12-31$338
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$250
Was this plan covered by a fidelity bond2012-12-31No
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$88,564
Participant contributions at end of year2012-12-31$9,560
Participant contributions at beginning of year2012-12-31$2,299
Other income not declared elsewhere2012-12-31$1,435
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$60,276
Value of net assets at end of year (total assets less liabilities)2012-12-31$523,256
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$462,980
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
Investment advisory and management fees2012-12-31$6,446
Value of interest in pooled separate accounts at end of year2012-12-31$473,743
Value of interest in pooled separate accounts at beginning of year2012-12-31$376,256
Interest on participant loans2012-12-31$338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$84,425
Net investment gain/loss from pooled separate accounts2012-12-31$60,875
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$5,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,264
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 name2012-12-31CASE SABANTINI
Accountancy firm EIN2012-12-31251371209
2011 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,171
Total income from all sources (including contributions)2011-12-31$81,780
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$99,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$93,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$89,686
Value of total assets at end of year2011-12-31$462,980
Value of total assets at beginning of year2011-12-31$482,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,569
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$100
Was this plan covered by a fidelity bond2011-12-31No
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$83,150
Participant contributions at end of year2011-12-31$2,299
Participant contributions at beginning of year2011-12-31$101
Other income not declared elsewhere2011-12-31$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,853
Value of net assets at end of year (total assets less liabilities)2011-12-31$462,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$480,833
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
Investment advisory and management fees2011-12-31$6,469
Value of interest in pooled separate accounts at end of year2011-12-31$376,256
Value of interest in pooled separate accounts at beginning of year2011-12-31$449,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$84,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,048
Net investment gain/loss from pooled separate accounts2011-12-31$-9,283
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$6,536
Employer contributions (assets) at beginning of year2011-12-31$50
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$93,064
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,171
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 name2011-12-31KINOL SHARIE LEYH AND ASSOCIATES
Accountancy firm EIN2011-12-31251754607
2010 : ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,879
Total income from all sources (including contributions)2010-12-31$174,502
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$32,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$116,681
Value of total assets at end of year2010-12-31$482,004
Value of total assets at beginning of year2010-12-31$350,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,587
Total interest from all sources2010-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$108,692
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,094
Participant contributions at end of year2010-12-31$101
Participant contributions at beginning of year2010-12-31$5,672
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$141,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$480,833
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$339,315
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
Investment advisory and management fees2010-12-31$5,587
Value of interest in pooled separate accounts at end of year2010-12-31$449,805
Value of interest in pooled separate accounts at beginning of year2010-12-31$318,796
Interest on participant loans2010-12-31$6
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,252
Net investment gain/loss from pooled separate accounts2010-12-31$57,815
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,989
Employer contributions (assets) at end of year2010-12-31$50
Employer contributions (assets) at beginning of year2010-12-31$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,397
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,171
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$10,879
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 name2010-12-31KINOL SHARIE LEYH AND ASSOCIATES
Accountancy firm EIN2010-12-31251754607

Form 5500 Responses for ADVANTAGE CARE REHABILITATION, INC., 401K PLAN

2022: ADVANTAGE CARE REHABILITATION, INC., 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ADVANTAGE CARE REHABILITATION, INC., 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E228
Policy instance 1
Insurance contract or identification number81E228
Number of Individuals Covered296
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,103
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E228
Policy instance 1
Insurance contract or identification number81E228
Number of Individuals Covered324
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,596
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,596
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E228
Policy instance 1
Insurance contract or identification number81E228
Number of Individuals Covered328
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,510
Total amount of fees paid to insurance companyUSD $16,689
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16689
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,477
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997332
Policy instance 1
Insurance contract or identification number997332
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,381
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E228
Policy instance 2
Insurance contract or identification number81E228
Number of Individuals Covered286
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997332
Policy instance 1
Insurance contract or identification number997332
Number of Individuals Covered215
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,205
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,205
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997332
Policy instance 1
Insurance contract or identification number997332
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,998
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,998
Insurance broker organization code?3
Insurance broker nameSTEVEN V FISCHETTI

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