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STAYWELL HEALTH CENTER 401(K) PLAN 401k Plan overview

Plan NameSTAYWELL HEALTH CENTER 401(K) PLAN
Plan identification number 003

STAYWELL HEALTH CENTER 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STAYWELL HEALTH CARE, INC, D/B/A has sponsored the creation of one or more 401k plans.

Company Name:STAYWELL HEALTH CARE, INC, D/B/A
Employer identification number (EIN):223160873
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAYWELL HEALTH CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01LULE TRACEY LULE TRACEY2018-03-01
0032015-07-01LULE TRACEY LULE TRACEY2017-04-03
0032014-07-01LULE TRACEY LULE TRACEY2016-02-26
0032013-07-01LULE TRACEY LULE TRACEY2015-02-10
0032012-07-01LULE T LULE TRACEY2014-04-14
0032011-07-01LULE TRACEY LULE TRACEY2013-03-11

Plan Statistics for STAYWELL HEALTH CENTER 401(K) PLAN

401k plan membership statisitcs for STAYWELL HEALTH CENTER 401(K) PLAN

Measure Date Value
2022: STAYWELL HEALTH CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01307
Total number of active participants reported on line 7a of the Form 55002022-07-01225
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0187
Total of all active and inactive participants2022-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01312
Number of participants with account balances2022-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-014
2021: STAYWELL HEALTH CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01295
Total number of active participants reported on line 7a of the Form 55002021-07-01226
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0178
Total of all active and inactive participants2021-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01304
Number of participants with account balances2021-07-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: STAYWELL HEALTH CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01280
Total number of active participants reported on line 7a of the Form 55002020-07-01221
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0170
Total of all active and inactive participants2020-07-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01291
Number of participants with account balances2020-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: STAYWELL HEALTH CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01272
Total number of active participants reported on line 7a of the Form 55002019-07-01219
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0156
Total of all active and inactive participants2019-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01275
Number of participants with account balances2019-07-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: STAYWELL HEALTH CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01249
Total number of active participants reported on line 7a of the Form 55002018-07-01222
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0149
Total of all active and inactive participants2018-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01271
Number of participants with account balances2018-07-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: STAYWELL HEALTH CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01243
Total number of active participants reported on line 7a of the Form 55002017-07-01214
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0135
Total of all active and inactive participants2017-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01249
Number of participants with account balances2017-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: STAYWELL HEALTH CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01214
Total number of active participants reported on line 7a of the Form 55002016-07-01208
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0129
Total of all active and inactive participants2016-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01237
Number of participants with account balances2016-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: STAYWELL HEALTH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01201
Total number of active participants reported on line 7a of the Form 55002015-07-01189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0118
Total of all active and inactive participants2015-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01207
Number of participants with account balances2015-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: STAYWELL HEALTH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01181
Total number of active participants reported on line 7a of the Form 55002014-07-01174
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01195
Number of participants with account balances2014-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: STAYWELL HEALTH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01169
Total number of active participants reported on line 7a of the Form 55002013-07-01151
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01168
Number of participants with account balances2013-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: STAYWELL HEALTH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01146
Total number of active participants reported on line 7a of the Form 55002012-07-01154
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0115
Total of all active and inactive participants2012-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01169
Number of participants with account balances2012-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: STAYWELL HEALTH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01176
Total number of active participants reported on line 7a of the Form 55002011-07-01135
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0110
Total of all active and inactive participants2011-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01146
Number of participants with account balances2011-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013

Financial Data on STAYWELL HEALTH CENTER 401(K) PLAN

Measure Date Value
2023 : STAYWELL HEALTH CENTER 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$4,877,305
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,517,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,426,109
Expenses. Certain deemed distributions of participant loans2023-06-30$14,748
Value of total corrective distributions2023-06-30$4,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,794,431
Value of total assets at end of year2023-06-30$17,779,902
Value of total assets at beginning of year2023-06-30$14,419,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$71,988
Total interest from all sources2023-06-30$11,577
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$517,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$517,901
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,032,476
Participant contributions at end of year2023-06-30$186,421
Participant contributions at beginning of year2023-06-30$163,127
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$167,001
Other income not declared elsewhere2023-06-30$65
Administrative expenses (other) incurred2023-06-30$31,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$3,360,052
Value of net assets at end of year (total assets less liabilities)2023-06-30$17,779,902
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$14,419,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$40,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$17,593,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$14,256,723
Interest on participant loans2023-06-30$11,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,553,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,594,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,426,109
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30COHNREZNICK LLP
Accountancy firm EIN2023-06-30221478099
2022 : STAYWELL HEALTH CENTER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$184,875
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,097,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,019,548
Expenses. Certain deemed distributions of participant loans2022-06-30$8,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,700,409
Value of total assets at end of year2022-06-30$14,419,850
Value of total assets at beginning of year2022-06-30$16,332,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$69,554
Total interest from all sources2022-06-30$11,836
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$806,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$806,152
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,006,214
Participant contributions at end of year2022-06-30$163,127
Participant contributions at beginning of year2022-06-30$176,541
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$272,372
Other income not declared elsewhere2022-06-30$80
Administrative expenses (other) incurred2022-06-30$69,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,912,720
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,419,850
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,332,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,256,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$16,156,029
Interest on participant loans2022-06-30$11,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,333,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,421,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,019,548
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30COHNREZNICK LLP
Accountancy firm EIN2022-06-30221478099
2021 : STAYWELL HEALTH CENTER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$5,308,862
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,768,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,703,847
Expenses. Certain deemed distributions of participant loans2021-06-30$8,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,769,990
Value of total assets at end of year2021-06-30$16,332,570
Value of total assets at beginning of year2021-06-30$12,792,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$56,288
Total interest from all sources2021-06-30$14,623
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$686,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$686,279
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$854,426
Participant contributions at end of year2021-06-30$176,541
Participant contributions at beginning of year2021-06-30$219,738
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$56,582
Other income not declared elsewhere2021-06-30$121
Administrative expenses (other) incurred2021-06-30$56,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,540,028
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,332,570
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,792,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$16,156,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$12,572,804
Interest on participant loans2021-06-30$14,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,837,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$858,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,703,847
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30COHN REZNICK LLP
Accountancy firm EIN2021-06-30221478099
2020 : STAYWELL HEALTH CENTER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,044,614
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,034,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$938,761
Expenses. Certain deemed distributions of participant loans2020-06-30$43,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,541,644
Value of total assets at end of year2020-06-30$12,792,542
Value of total assets at beginning of year2020-06-30$11,782,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$52,297
Total interest from all sources2020-06-30$13,784
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$686,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$686,698
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$820,313
Participant contributions at end of year2020-06-30$219,738
Participant contributions at beginning of year2020-06-30$237,931
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$51,936
Other income not declared elsewhere2020-06-30$6
Administrative expenses (other) incurred2020-06-30$52,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,010,519
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,792,542
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,782,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$12,572,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,544,092
Interest on participant loans2020-06-30$13,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-197,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$669,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$938,761
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30COHNREZNICK, LLP
Accountancy firm EIN2020-06-30221478099
2019 : STAYWELL HEALTH CENTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,796,854
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$682,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$602,972
Expenses. Certain deemed distributions of participant loans2019-06-30$16,113
Value of total corrective distributions2019-06-30$21,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,021,563
Value of total assets at end of year2019-06-30$11,782,023
Value of total assets at beginning of year2019-06-30$9,667,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$42,247
Total interest from all sources2019-06-30$13,273
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$622,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$622,875
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$747,732
Participant contributions at end of year2019-06-30$237,931
Participant contributions at beginning of year2019-06-30$211,080
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$10,075
Other income not declared elsewhere2019-06-30$10
Administrative expenses (other) incurred2019-06-30$42,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,114,025
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,782,023
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,667,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,544,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,456,918
Interest on participant loans2019-06-30$13,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$139,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,263,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$602,972
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2019-06-30061438606
2018 : STAYWELL HEALTH CENTER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,517,070
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$754,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$747,271
Expenses. Certain deemed distributions of participant loans2018-06-30$3,525
Value of total corrective distributions2018-06-30$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,814,476
Value of total assets at end of year2018-06-30$9,667,998
Value of total assets at beginning of year2018-06-30$7,905,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,368
Total interest from all sources2018-06-30$10,397
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$395,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$395,010
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$683,538
Participant contributions at end of year2018-06-30$211,080
Participant contributions at beginning of year2018-06-30$189,033
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$11,993
Administrative expenses (other) incurred2018-06-30$3,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,762,805
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,667,998
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,905,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,456,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,716,160
Interest on participant loans2018-06-30$10,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$297,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,118,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$747,271
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2018-06-30061438606
2017 : STAYWELL HEALTH CENTER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,431,585
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$861,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$820,603
Expenses. Certain deemed distributions of participant loans2017-06-30$23,502
Value of total corrective distributions2017-06-30$7,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,629,109
Value of total assets at end of year2017-06-30$7,905,193
Value of total assets at beginning of year2017-06-30$6,335,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,815
Total interest from all sources2017-06-30$9,395
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$212,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$212,752
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$508,532
Participant contributions at end of year2017-06-30$189,033
Participant contributions at beginning of year2017-06-30$214,089
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$13,441
Administrative expenses (other) incurred2017-06-30$9,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,570,081
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,905,193
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,335,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,716,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,121,023
Interest on participant loans2017-06-30$9,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$580,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,107,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$820,603
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2017-06-30061438606
2016 : STAYWELL HEALTH CENTER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,545,460
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$362,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$348,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,542,024
Value of total assets at end of year2016-06-30$6,335,112
Value of total assets at beginning of year2016-06-30$5,152,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,000
Total interest from all sources2016-06-30$8,590
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$267,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$267,952
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$564,711
Participant contributions at end of year2016-06-30$214,089
Participant contributions at beginning of year2016-06-30$214,506
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$53,822
Other income not declared elsewhere2016-06-30$27
Administrative expenses (other) incurred2016-06-30$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,182,523
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,335,112
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,152,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,121,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,938,083
Interest on participant loans2016-06-30$8,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-273,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$923,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$348,937
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2016-06-30061438606
2015 : STAYWELL HEALTH CENTER 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,332,476
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$265,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$245,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,236,359
Value of total assets at end of year2015-06-30$5,152,589
Value of total assets at beginning of year2015-06-30$4,085,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$19,294
Total interest from all sources2015-06-30$5,919
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$219,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$219,461
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$409,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$413,707
Participant contributions at end of year2015-06-30$214,506
Participant contributions at beginning of year2015-06-30$100,271
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$12,463
Other income not declared elsewhere2015-06-30$611
Administrative expenses (other) incurred2015-06-30$19,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,067,213
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,152,589
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,085,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,938,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,985,105
Interest on participant loans2015-06-30$5,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-129,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$810,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$245,969
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2015-06-30061438606
2014 : STAYWELL HEALTH CENTER 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$936,003
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$365,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$347,029
Value of total corrective distributions2014-06-30$2,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$395,231
Value of total assets at end of year2014-06-30$4,085,376
Value of total assets at beginning of year2014-06-30$3,514,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,280
Total interest from all sources2014-06-30$1,484
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$112,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$112,158
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$352,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$353,583
Participant contributions at end of year2014-06-30$100,271
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$41,648
Administrative expenses (other) incurred2014-06-30$15,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$570,695
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,085,376
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,514,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,985,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,514,681
Interest on participant loans2014-06-30$1,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$427,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$347,029
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2014-06-30061438606
2013 : STAYWELL HEALTH CENTER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,192,165
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$496,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$458,468
Value of total corrective distributions2013-06-30$27,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$862,197
Value of total assets at end of year2013-06-30$3,514,681
Value of total assets at beginning of year2013-06-30$2,818,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,120
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$75,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$75,627
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$282,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$346,016
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$23,783
Administrative expenses (other) incurred2013-06-30$10,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$696,025
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,514,681
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,818,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,514,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,818,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$254,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$492,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$458,468
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2013-06-30061438606
2012 : STAYWELL HEALTH CENTER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$3,295,927
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$477,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$466,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,283,976
Value of total assets at end of year2012-06-30$2,818,656
Value of total assets at beginning of year2012-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,652
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$61,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$61,970
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$415,225
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,227,953
Administrative expenses (other) incurred2012-06-30$10,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,818,656
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,818,656
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,818,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-50,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$640,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$466,619
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ZACKIN ZIMYESKI SULLIVAN CPA LLC
Accountancy firm EIN2012-06-30061438606

Form 5500 Responses for STAYWELL HEALTH CENTER 401(K) PLAN

2022: STAYWELL HEALTH CENTER 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedYes
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: STAYWELL HEALTH CENTER 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: STAYWELL HEALTH CENTER 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: STAYWELL HEALTH CENTER 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: STAYWELL HEALTH CENTER 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: STAYWELL HEALTH CENTER 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: STAYWELL HEALTH CENTER 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: STAYWELL HEALTH CENTER 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: STAYWELL HEALTH CENTER 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: STAYWELL HEALTH CENTER 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: STAYWELL HEALTH CENTER 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: STAYWELL HEALTH CENTER 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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