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HUGHSTON HEALTHCARE 401(K) PLAN 401k Plan overview

Plan NameHUGHSTON HEALTHCARE 401(K) PLAN
Plan identification number 001

HUGHSTON HEALTHCARE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HMMG, LLC has sponsored the creation of one or more 401k plans.

Company Name:HMMG, LLC
Employer identification number (EIN):200359919
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HMMG, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5371863

More information about HMMG, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRIS WIGGINS
0012016-01-01CHRIS WIGGINS
0012015-01-01CHRIS WIGGINS
0012014-01-01CHRIS WIGGINS
0012013-01-01CHRIS WIGGINS
0012012-01-01ANGELA BUTTRAM
0012011-01-01ANGELA BUTTRAM
0012009-01-01ANGELA BUCHANAN

Plan Statistics for HUGHSTON HEALTHCARE 401(K) PLAN

401k plan membership statisitcs for HUGHSTON HEALTHCARE 401(K) PLAN

Measure Date Value
2023: HUGHSTON HEALTHCARE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,277
Total number of active participants reported on line 7a of the Form 55002023-01-01959
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01352
Total of all active and inactive participants2023-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-011,320
Number of participants with account balances2023-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HUGHSTON HEALTHCARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01900
Total number of active participants reported on line 7a of the Form 55002022-01-01883
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01284
Total of all active and inactive participants2022-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,176
Number of participants with account balances2022-01-011,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUGHSTON HEALTHCARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,090
Total number of active participants reported on line 7a of the Form 55002021-01-01701
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01829
Number of participants with account balances2021-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUGHSTON HEALTHCARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,006
Total number of active participants reported on line 7a of the Form 55002020-01-01745
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01283
Total of all active and inactive participants2020-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,030
Number of participants with account balances2020-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HUGHSTON HEALTHCARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01849
Total number of active participants reported on line 7a of the Form 55002019-01-01715
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01959
Number of participants with account balances2019-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HUGHSTON HEALTHCARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01788
Total number of active participants reported on line 7a of the Form 55002018-01-01606
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01173
Total of all active and inactive participants2018-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01781
Number of participants with account balances2018-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HUGHSTON HEALTHCARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01734
Total number of active participants reported on line 7a of the Form 55002017-01-01595
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01734
Number of participants with account balances2017-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HUGHSTON HEALTHCARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01715
Total number of active participants reported on line 7a of the Form 55002016-01-01565
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01688
Number of participants with account balances2016-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: HUGHSTON HEALTHCARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01640
Total number of active participants reported on line 7a of the Form 55002015-01-01573
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01677
Number of participants with account balances2015-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: HUGHSTON HEALTHCARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01513
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0190
Total of all active and inactive participants2014-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01605
Number of participants with account balances2014-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: HUGHSTON HEALTHCARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01280
Number of participants with account balances2013-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: HUGHSTON HEALTHCARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01311
Total number of active participants reported on line 7a of the Form 55002012-01-01233
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01254
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: HUGHSTON HEALTHCARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01125
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01311
Number of participants with account balances2011-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: HUGHSTON HEALTHCARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01283
Total number of active participants reported on line 7a of the Form 55002009-01-01254
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01309
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HUGHSTON HEALTHCARE 401(K) PLAN

Measure Date Value
2023 : HUGHSTON HEALTHCARE 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$12,738,037
Total of all expenses incurred2023-12-31$4,540,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,374,376
Expenses. Certain deemed distributions of participant loans2023-12-31$34,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,553,899
Value of total assets at end of year2023-12-31$52,427,299
Value of total assets at beginning of year2023-12-31$44,229,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$131,556
Total interest from all sources2023-12-31$127,407
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$474,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$474,543
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,559,324
Participant contributions at end of year2023-12-31$798,145
Participant contributions at beginning of year2023-12-31$682,216
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,212,430
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,310,293
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$326,777
Other income not declared elsewhere2023-12-31$67,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,197,330
Value of net assets at end of year (total assets less liabilities)2023-12-31$52,427,299
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$44,229,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$27,239,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,264,569
Interest on participant loans2023-12-31$47,135
Interest earned on other investments2023-12-31$80,272
Value of interest in common/collective trusts at end of year2023-12-31$18,256,398
Value of interest in common/collective trusts at beginning of year2023-12-31$13,972,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,266,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,552,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,145,203
Net investment gain or loss from common/collective trusts2023-12-31$2,369,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,667,798
Employer contributions (assets) at end of year2023-12-31$1,654,930
Employer contributions (assets) at beginning of year2023-12-31$1,448,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,374,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ROBINSON, GRIMES & CO PC
Accountancy firm EIN2023-12-31581374304
2022 : HUGHSTON HEALTHCARE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,006,360
Total of all expenses incurred2022-12-31$2,806,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,691,358
Expenses. Certain deemed distributions of participant loans2022-12-31$3,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,900,658
Value of total assets at end of year2022-12-31$44,229,969
Value of total assets at beginning of year2022-12-31$50,042,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,531
Total interest from all sources2022-12-31$102,785
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$358,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$358,930
Administrative expenses professional fees incurred2022-12-31$2,911
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,027,437
Participant contributions at end of year2022-12-31$682,216
Participant contributions at beginning of year2022-12-31$797,926
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,310,293
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,684,461
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$422,352
Other income not declared elsewhere2022-12-31$-360,808
Administrative expenses (other) incurred2022-12-31$108,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,812,742
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,229,969
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,042,711
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$23,264,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,657,089
Interest on participant loans2022-12-31$36,586
Interest earned on other investments2022-12-31$66,199
Value of interest in common/collective trusts at end of year2022-12-31$13,972,129
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,552,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,526,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,079,317
Net investment gain or loss from common/collective trusts2022-12-31$71,392
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$1,450,869
Employer contributions (assets) at end of year2022-12-31$1,448,729
Employer contributions (assets) at beginning of year2022-12-31$1,376,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,691,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROBINSON, GRIMES & CO PC
Accountancy firm EIN2022-12-31581374304
2021 : HUGHSTON HEALTHCARE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,880,948
Total of all expenses incurred2021-12-31$2,258,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,127,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,337,714
Value of total assets at end of year2021-12-31$50,042,711
Value of total assets at beginning of year2021-12-31$42,419,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,110
Total interest from all sources2021-12-31$108,628
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$794,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$794,571
Administrative expenses professional fees incurred2021-12-31$29,712
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,819,101
Participant contributions at end of year2021-12-31$797,926
Participant contributions at beginning of year2021-12-31$902,628
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,684,461
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,244,121
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$141,519
Administrative expenses (other) incurred2021-12-31$101,398
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$7,622,784
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,042,711
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,419,927
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$42,657,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,662,249
Interest on participant loans2021-12-31$42,085
Interest earned on other investments2021-12-31$66,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,526,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,301,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,640,035
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$1,377,094
Employer contributions (assets) at end of year2021-12-31$1,376,755
Employer contributions (assets) at beginning of year2021-12-31$1,278,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,127,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROBINSON, GRIMES & CO PC
Accountancy firm EIN2021-12-31581374304
2020 : HUGHSTON HEALTHCARE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,532,510
Total of all expenses incurred2020-12-31$1,972,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,858,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,115,196
Value of total assets at end of year2020-12-31$42,419,927
Value of total assets at beginning of year2020-12-31$34,860,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,340
Total interest from all sources2020-12-31$58,928
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$536,008
Administrative expenses professional fees incurred2020-12-31$21,770
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,628,266
Participant contributions at end of year2020-12-31$902,628
Participant contributions at beginning of year2020-12-31$869,784
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$42,491
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,244,121
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,088,957
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$208,449
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$92,570
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$7,559,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,419,927
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,860,268
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$35,662,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,503,159
Interest on participant loans2020-12-31$49,046
Interest earned on other investments2020-12-31$9,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,301,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,233,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,822,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,278,481
Employer contributions (assets) at end of year2020-12-31$1,278,481
Employer contributions (assets) at beginning of year2020-12-31$1,122,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,858,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBINSON, GRIMES & COMPANY PC
Accountancy firm EIN2020-12-31581374304
2019 : HUGHSTON HEALTHCARE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,894,930
Total of all expenses incurred2019-12-31$1,517,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,422,203
Expenses. Certain deemed distributions of participant loans2019-12-31$1,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,599,606
Value of total assets at end of year2019-12-31$34,860,268
Value of total assets at beginning of year2019-12-31$27,482,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,503
Total interest from all sources2019-12-31$50,550
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$590,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$590,181
Administrative expenses professional fees incurred2019-12-31$11,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,222,857
Participant contributions at end of year2019-12-31$869,784
Participant contributions at beginning of year2019-12-31$672,983
Participant contributions at end of year2019-12-31$42,491
Participant contributions at beginning of year2019-12-31$110,506
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,088,957
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$836,141
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$254,576
Administrative expenses (other) incurred2019-12-31$81,753
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$7,377,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,860,268
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,482,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,503,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,543,938
Interest on participant loans2019-12-31$41,348
Interest earned on other investments2019-12-31$9,185
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$5,227,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,233,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,477,156
Net investment gain or loss from common/collective trusts2019-12-31$177,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,122,173
Employer contributions (assets) at end of year2019-12-31$1,122,167
Employer contributions (assets) at beginning of year2019-12-31$1,061,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,422,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBINSON, GRIMES & COMPANY PC
Accountancy firm EIN2019-12-31581374304
2018 : HUGHSTON HEALTHCARE 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,887,357
Total of all expenses incurred2018-12-31$675,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$565,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,328,283
Value of total assets at end of year2018-12-31$27,482,865
Value of total assets at beginning of year2018-12-31$26,270,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,715
Total interest from all sources2018-12-31$28,857
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$460,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$460,685
Administrative expenses professional fees incurred2018-12-31$8,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,121,622
Participant contributions at end of year2018-12-31$672,983
Participant contributions at beginning of year2018-12-31$551,972
Participant contributions at end of year2018-12-31$110,506
Participant contributions at beginning of year2018-12-31$83,529
Assets. Other investments not covered elsewhere at end of year2018-12-31$836,141
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$942,572
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,615
Other income not declared elsewhere2018-12-31$-106,431
Administrative expenses (other) incurred2018-12-31$101,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,212,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,482,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,270,694
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$19,543,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,076,146
Interest on participant loans2018-12-31$28,389
Interest earned on other investments2018-12-31$468
Value of interest in common/collective trusts at end of year2018-12-31$5,227,498
Value of interest in common/collective trusts at beginning of year2018-12-31$4,721,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,772,465
Net investment gain or loss from common/collective trusts2018-12-31$-51,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,061,046
Employer contributions (assets) at end of year2018-12-31$1,061,046
Employer contributions (assets) at beginning of year2018-12-31$855,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$565,471
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 name2018-12-31ROBINSON, GRIMES & COMPANY PC
Accountancy firm EIN2018-12-31581374304
2017 : HUGHSTON HEALTHCARE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,837,035
Total of all expenses incurred2017-12-31$1,464,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,355,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,854,222
Value of total assets at end of year2017-12-31$26,270,694
Value of total assets at beginning of year2017-12-31$21,897,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,644
Total interest from all sources2017-12-31$20,211
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$356,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$356,432
Administrative expenses professional fees incurred2017-12-31$19,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,725,791
Participant contributions at end of year2017-12-31$551,972
Participant contributions at beginning of year2017-12-31$406,243
Participant contributions at end of year2017-12-31$83,529
Participant contributions at beginning of year2017-12-31$69,748
Assets. Other investments not covered elsewhere at end of year2017-12-31$942,572
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,697,583
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$270,959
Other income not declared elsewhere2017-12-31$81,504
Administrative expenses (other) incurred2017-12-31$88,894
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$4,372,896
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,270,694
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,897,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,076,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,539,125
Interest on participant loans2017-12-31$20,170
Value of interest in common/collective trusts at end of year2017-12-31$4,721,552
Value of interest in common/collective trusts at beginning of year2017-12-31$4,401,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$55,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$55,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,524,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$857,472
Employer contributions (assets) at end of year2017-12-31$855,556
Employer contributions (assets) at beginning of year2017-12-31$727,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,355,495
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 name2017-12-31ROBINSON, GRIMES & COMPANY PC
Accountancy firm EIN2017-12-31581374304
2016 : HUGHSTON HEALTHCARE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,646,721
Total of all expenses incurred2016-12-31$1,231,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,119,197
Expenses. Certain deemed distributions of participant loans2016-12-31$24,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,333,909
Value of total assets at end of year2016-12-31$21,897,798
Value of total assets at beginning of year2016-12-31$19,482,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,595
Total interest from all sources2016-12-31$17,634
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,766
Administrative expenses professional fees incurred2016-12-31$19,175
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,485,505
Participant contributions at end of year2016-12-31$406,243
Participant contributions at beginning of year2016-12-31$420,275
Participant contributions at end of year2016-12-31$69,748
Participant contributions at beginning of year2016-12-31$44,209
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,697,583
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,790,556
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$116,947
Other income not declared elsewhere2016-12-31$27,300
Administrative expenses (other) incurred2016-12-31$68,420
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$2,415,144
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,897,798
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,482,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,539,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,519,339
Interest on participant loans2016-12-31$17,391
Value of interest in common/collective trusts at end of year2016-12-31$4,401,615
Value of interest in common/collective trusts at beginning of year2016-12-31$3,998,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$55,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$73,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$73,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$880,550
Net investment gain or loss from common/collective trusts2016-12-31$146,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$731,457
Employer contributions (assets) at end of year2016-12-31$727,944
Employer contributions (assets) at beginning of year2016-12-31$636,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,119,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2016-12-31581374304
2015 : HUGHSTON HEALTHCARE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,686,831
Total of all expenses incurred2015-12-31$1,043,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$965,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,906,556
Value of total assets at end of year2015-12-31$19,482,654
Value of total assets at beginning of year2015-12-31$18,839,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,663
Total interest from all sources2015-12-31$17,242
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$208,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$208,867
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,239,122
Participant contributions at end of year2015-12-31$420,275
Participant contributions at beginning of year2015-12-31$424,638
Participant contributions at end of year2015-12-31$44,209
Participant contributions at beginning of year2015-12-31$39,423
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,790,556
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,064,818
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-44,305
Administrative expenses (other) incurred2015-12-31$78,663
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$642,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,482,654
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,839,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,519,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,446,072
Interest on participant loans2015-12-31$17,235
Value of interest in common/collective trusts at end of year2015-12-31$3,998,970
Value of interest in common/collective trusts at beginning of year2015-12-31$10,210,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$73,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$59,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$59,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-392,976
Net investment gain or loss from common/collective trusts2015-12-31$-8,553
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$636,719
Employer contributions (assets) at end of year2015-12-31$636,196
Employer contributions (assets) at beginning of year2015-12-31$594,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$965,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2015-12-31581374304
2014 : HUGHSTON HEALTHCARE 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$131,276
Total income from all sources (including contributions)2014-12-31$2,705,012
Total of all expenses incurred2014-12-31$467,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$295,671
Value of total corrective distributions2014-12-31$136,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,863,190
Value of total assets at end of year2014-12-31$18,872,539
Value of total assets at beginning of year2014-12-31$16,766,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,386
Total interest from all sources2014-12-31$14,550
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$134,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$134,056
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,202,712
Participant contributions at end of year2014-12-31$424,638
Participant contributions at beginning of year2014-12-31$354,065
Participant contributions at end of year2014-12-31$39,423
Participant contributions at beginning of year2014-12-31$36,035
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,064,818
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,883,669
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$693,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$131,276
Other income not declared elsewhere2014-12-31$27,499
Administrative expenses (other) incurred2014-12-31$35,386
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$5,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,237,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,872,539
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,634,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,446,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,543,447
Interest on participant loans2014-12-31$14,545
Value of interest in common/collective trusts at end of year2014-12-31$10,243,743
Value of interest in common/collective trusts at beginning of year2014-12-31$8,268,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$59,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$285,174
Net investment gain or loss from common/collective trusts2014-12-31$380,543
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$594,558
Employer contributions (assets) at end of year2014-12-31$594,558
Employer contributions (assets) at beginning of year2014-12-31$968,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$295,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2014-12-31581374304
2013 : HUGHSTON HEALTHCARE 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$693,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$131,276
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$4,332,820
Total of all expenses incurred2013-12-31$8,983,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,857,437
Value of total corrective distributions2013-12-31$72,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,659,173
Value of total assets at end of year2013-12-31$16,766,001
Value of total assets at beginning of year2013-12-31$20,591,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,399
Total interest from all sources2013-12-31$16,337
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$228,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$228,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$637,447
Participant contributions at end of year2013-12-31$354,065
Participant contributions at beginning of year2013-12-31$399,426
Participant contributions at end of year2013-12-31$36,035
Participant contributions at beginning of year2013-12-31$12,583
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,883,669
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,064,643
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$693,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$131,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$576,637
Administrative expenses (other) incurred2013-12-31$53,399
Total non interest bearing cash at end of year2013-12-31$5,705
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-4,650,857
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,634,725
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,591,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,543,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,828,144
Interest on participant loans2013-12-31$16,337
Value of interest in common/collective trusts at end of year2013-12-31$8,268,091
Value of interest in common/collective trusts at beginning of year2013-12-31$7,356,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$27,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$27,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,080,797
Net investment gain or loss from common/collective trusts2013-12-31$771,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,001,060
Employer contributions (assets) at end of year2013-12-31$968,319
Employer contributions (assets) at beginning of year2013-12-31$902,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,857,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2013-12-31581374304
2012 : HUGHSTON HEALTHCARE 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,476,104
Total of all expenses incurred2012-12-31$2,058,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,966,218
Value of total corrective distributions2012-12-31$40,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,577,260
Value of total assets at end of year2012-12-31$20,591,708
Value of total assets at beginning of year2012-12-31$19,174,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,711
Total interest from all sources2012-12-31$15,049
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$238,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$238,042
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$670,091
Participant contributions at end of year2012-12-31$399,426
Participant contributions at beginning of year2012-12-31$303,414
Participant contributions at end of year2012-12-31$12,583
Participant contributions at beginning of year2012-12-31$11,080
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,064,643
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,056,344
Other income not declared elsewhere2012-12-31$737,764
Administrative expenses (other) incurred2012-12-31$51,711
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$1,417,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,591,708
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,174,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,828,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$966,254
Interest on participant loans2012-12-31$15,047
Value of interest in common/collective trusts at end of year2012-12-31$7,356,877
Value of interest in common/collective trusts at beginning of year2012-12-31$7,886,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$27,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$340,574
Net investment gain or loss from common/collective trusts2012-12-31$567,415
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$907,169
Employer contributions (assets) at end of year2012-12-31$902,393
Employer contributions (assets) at beginning of year2012-12-31$921,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,966,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2012-12-31581374304
2011 : HUGHSTON HEALTHCARE 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,667,108
Total of all expenses incurred2011-12-31$1,469,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,424,551
Expenses. Certain deemed distributions of participant loans2011-12-31$-590
Value of total corrective distributions2011-12-31$26,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,577,575
Value of total assets at end of year2011-12-31$19,174,053
Value of total assets at beginning of year2011-12-31$18,976,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,713
Total interest from all sources2011-12-31$10,609
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$127,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$127,153
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$623,103
Participant contributions at end of year2011-12-31$303,414
Participant contributions at beginning of year2011-12-31$236,168
Participant contributions at end of year2011-12-31$11,080
Participant contributions at beginning of year2011-12-31$10,167
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,056,344
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$9,703,154
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$37,440
Other income not declared elsewhere2011-12-31$60,384
Administrative expenses (other) incurred2011-12-31$19,713
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$197,249
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,174,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,976,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$966,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$102,835
Interest on participant loans2011-12-31$10,608
Value of interest in common/collective trusts at end of year2011-12-31$7,886,047
Value of interest in common/collective trusts at beginning of year2011-12-31$7,971,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,320
Net investment gain or loss from common/collective trusts2011-12-31$27,707
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$917,032
Employer contributions (assets) at end of year2011-12-31$921,634
Employer contributions (assets) at beginning of year2011-12-31$936,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,424,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2011-12-31581374304
2010 : HUGHSTON HEALTHCARE 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,917,594
Total of all expenses incurred2010-12-31$950,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$904,823
Expenses. Certain deemed distributions of participant loans2010-12-31$590
Value of total corrective distributions2010-12-31$21,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,586,966
Value of total assets at end of year2010-12-31$18,976,804
Value of total assets at beginning of year2010-12-31$17,010,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,191
Total interest from all sources2010-12-31$10,220
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,096
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$650,217
Participant contributions at end of year2010-12-31$236,168
Participant contributions at beginning of year2010-12-31$190,538
Participant contributions at end of year2010-12-31$10,167
Participant contributions at beginning of year2010-12-31$9,781
Assets. Other investments not covered elsewhere at end of year2010-12-31$9,703,154
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,451,748
Other income not declared elsewhere2010-12-31$395,680
Administrative expenses (other) incurred2010-12-31$24,191
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$1,966,778
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,976,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,010,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$102,835
Interest on participant loans2010-12-31$10,220
Value of interest in common/collective trusts at end of year2010-12-31$7,971,810
Value of interest in common/collective trusts at beginning of year2010-12-31$7,527,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$31,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$31,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$146,268
Net investment gain or loss from common/collective trusts2010-12-31$665,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$936,749
Employer contributions (assets) at end of year2010-12-31$936,749
Employer contributions (assets) at beginning of year2010-12-31$799,274
Income. Dividends from common stock2010-12-31$113,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$904,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROBINSON GRIMES & COMPANY PC
Accountancy firm EIN2010-12-31581374304
2009 : HUGHSTON HEALTHCARE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUGHSTON HEALTHCARE 401(K) PLAN

2023: HUGHSTON HEALTHCARE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HUGHSTON HEALTHCARE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
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: HUGHSTON HEALTHCARE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
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: HUGHSTON HEALTHCARE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
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: HUGHSTON HEALTHCARE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
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: HUGHSTON HEALTHCARE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUGHSTON HEALTHCARE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUGHSTON HEALTHCARE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUGHSTON HEALTHCARE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUGHSTON HEALTHCARE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUGHSTON HEALTHCARE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUGHSTON HEALTHCARE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUGHSTON HEALTHCARE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUGHSTON HEALTHCARE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK61684
Policy instance 1
Insurance contract or identification numberJK61684
Number of Individuals Covered1219
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,198
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberJK61684
Policy instance 1
Insurance contract or identification numberJK61684
Number of Individuals Covered1088
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberJK61684
Policy instance 1
Insurance contract or identification numberJK61684
Number of Individuals Covered813
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,980
Are there contracts with unallocated funds for contracts of type 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 $3,980
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK61684
Policy instance 1
Insurance contract or identification numberJK61684
Number of Individuals Covered968
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,598
Are there contracts with unallocated funds for contracts of type 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 $4,598
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberJK61684
Policy instance 1
Insurance contract or identification numberJK61684
Number of Individuals Covered860
Total amount of commissions paid to insurance brokerUSD $275
Are there contracts with unallocated funds for contracts of type 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 $275
Insurance broker organization code?3

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