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MEDSTAR 401(K) PLAN 401k Plan overview

Plan NameMEDSTAR 401(K) PLAN
Plan identification number 001

MEDSTAR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:MEDSTAR, INC.
Employer identification number (EIN):112959177
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01CHRISTOPHER MURRAY
0012014-01-01
0012014-01-01CHRISTOPHER MURRAY
0012013-01-01
0012012-01-01MAILLIE FALCONIERO MAILLIE FALCONIERO2016-07-06
0012011-01-01FRANK BONSIGNORE2012-07-30
0012010-01-01FRANK BONSIGNORE2011-09-20

Plan Statistics for MEDSTAR 401(K) PLAN

401k plan membership statisitcs for MEDSTAR 401(K) PLAN

Measure Date Value
2014: MEDSTAR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDSTAR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-01162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDSTAR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01165
Number of participants with account balances2012-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MEDSTAR 401(K) PLAN

Measure Date Value
2014 : MEDSTAR 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-26$0
Total transfer of assets from this plan2014-12-26$1,093,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-26$0
Total income from all sources (including contributions)2014-12-26$180,218
Total loss/gain on sale of assets2014-12-26$0
Total of all expenses incurred2014-12-26$76,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-26$69,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-26$109,352
Value of total assets at end of year2014-12-26$0
Value of total assets at beginning of year2014-12-26$989,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-26$6,499
Total interest from all sources2014-12-26$3,188
Total dividends received (eg from common stock, registered investment company shares)2014-12-26$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-26$0
Was this plan covered by a fidelity bond2014-12-26No
If this is an individual account plan, was there a blackout period2014-12-26No
Were there any nonexempt tranactions with any party-in-interest2014-12-26No
Contributions received from participants2014-12-26$109,352
Participant contributions at end of year2014-12-26$0
Participant contributions at beginning of year2014-12-26$66,837
Administrative expenses (other) incurred2014-12-26$6,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-26No
Value of net income/loss2014-12-26$104,005
Value of net assets at end of year (total assets less liabilities)2014-12-26$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-26$989,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-26No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-26No
Were any leases to which the plan was party in default or uncollectible2014-12-26No
Value of interest in pooled separate accounts at end of year2014-12-26$0
Value of interest in pooled separate accounts at beginning of year2014-12-26$920,653
Interest on participant loans2014-12-26$3,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-26$1,678
Net investment gain/loss from pooled separate accounts2014-12-26$67,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-26No
Was there a failure to transmit to the plan any participant contributions2014-12-26No
Has the plan failed to provide any benefit when due under the plan2014-12-26No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-26$69,714
Contract administrator fees2014-12-26$6,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-26Yes
Did the plan have assets held for investment2014-12-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-26Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-26Yes
Opinion of an independent qualified public accountant for this plan2014-12-26Disclaimer
Accountancy firm name2014-12-26MAILLIE LLP
Accountancy firm EIN2014-12-26231518888
2013 : MEDSTAR 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$263,553
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,908
Expenses. Certain deemed distributions of participant loans2013-12-31$1,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$105,782
Value of total assets at end of year2013-12-31$989,168
Value of total assets at beginning of year2013-12-31$757,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,243
Total interest from all sources2013-12-31$1,809
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
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$105,782
Participant contributions at end of year2013-12-31$66,837
Participant contributions at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$31,534
Administrative expenses (other) incurred2013-12-31$6,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$231,762
Value of net assets at end of year (total assets less liabilities)2013-12-31$989,168
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$757,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$920,653
Value of interest in pooled separate accounts at beginning of year2013-12-31$725,026
Interest on participant loans2013-12-31$1,778
Interest earned on other investments2013-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$846
Net investment gain/loss from pooled separate accounts2013-12-31$155,962
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,908
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 name2013-12-31MAILLIE LLP
Accountancy firm EIN2013-12-31231518888
2012 : MEDSTAR 401(K) 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$212,551
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$55,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$154,561
Value of total assets at end of year2012-12-31$757,406
Value of total assets at beginning of year2012-12-31$605,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,531
Total interest from all sources2012-12-31$1,400
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
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$115,884
Participant contributions at end of year2012-12-31$31,534
Participant contributions at beginning of year2012-12-31$33,077
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$38,677
Assets. Loans (other than to participants) at end of year2012-12-31$31,534
Assets. Loans (other than to participants) at beginning of year2012-12-31$33,077
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$151,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$757,406
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$605,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$725,026
Value of interest in pooled separate accounts at beginning of year2012-12-31$572,372
Interest on participant loans2012-12-31$1,363
Interest earned on other investments2012-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$405
Net investment gain/loss from pooled separate accounts2012-12-31$56,590
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$55,468
Contract administrator fees2012-12-31$5,531
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 name2012-12-31MAILLIE LLP
Accountancy firm EIN2012-12-31231518888

Form 5500 Responses for MEDSTAR 401(K) PLAN

2014: MEDSTAR 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
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: MEDSTAR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: MEDSTAR 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91641756
Policy instance 1
Insurance contract or identification number91641756
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-26
Are there contracts with allocated funds for individual policies?No
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?No
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?Yes
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91641756
Policy instance 1
Insurance contract or identification number91641756
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $1,222
Insurance broker organization code?3
Insurance broker nameRIHAL SUNIL
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91641756
Policy instance 1
Insurance contract or identification number91641756
Number of Individuals Covered44
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
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 $1,179
Insurance broker organization code?3
Insurance broker nameRIHAL SUNIL

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