CONNECTYOURCARE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021 : CONNECTYOURCARE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-01 | $0 |
Total transfer of assets from this plan | 2021-12-01 | $21,536,653 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-01 | $0 |
Total income from all sources (including contributions) | 2021-12-01 | $5,268,143 |
Total loss/gain on sale of assets | 2021-12-01 | $0 |
Total of all expenses incurred | 2021-12-01 | $5,154,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-01 | $4,993,547 |
Value of total corrective distributions | 2021-12-01 | $121,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-01 | $2,465,999 |
Value of total assets at end of year | 2021-12-01 | $0 |
Value of total assets at beginning of year | 2021-12-01 | $21,422,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-01 | $39,130 |
Total interest from all sources | 2021-12-01 | $199,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-01 | $39,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-01 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-01 | $39,029 |
Was this plan covered by a fidelity bond | 2021-12-01 | Yes |
Value of fidelity bond cover | 2021-12-01 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-01 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-01 | No |
Contributions received from participants | 2021-12-01 | $1,643,839 |
Participant contributions at end of year | 2021-12-01 | $0 |
Participant contributions at beginning of year | 2021-12-01 | $182,156 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-01 | $16,307 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-01 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-01 | $0 |
Administrative expenses (other) incurred | 2021-12-01 | $39,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-01 | No |
Value of net income/loss | 2021-12-01 | $113,691 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-01 | $21,422,962 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-01 | $20,461,874 |
Interest on participant loans | 2021-12-01 | $9,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-01 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-01 | $778,932 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-01 | $778,932 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-01 | $190,038 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-01 | $2,563,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-01 | No |
Contributions received in cash from employer | 2021-12-01 | $805,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-01 | $4,993,547 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-01 | Yes |
Did the plan have assets held for investment | 2021-12-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-01 | Unqualified |
Accountancy firm name | 2021-12-01 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-01 | 390859910 |
2020 : CONNECTYOURCARE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $15,852 |
Total income from all sources (including contributions) | 2020-12-31 | $7,139,683 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,267,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,207,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,839,597 |
Value of total assets at end of year | 2020-12-31 | $21,422,962 |
Value of total assets at beginning of year | 2020-12-31 | $15,566,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $59,505 |
Total interest from all sources | 2020-12-31 | $13,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $936,739 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $936,739 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,482,212 |
Participant contributions at end of year | 2020-12-31 | $182,156 |
Participant contributions at beginning of year | 2020-12-31 | $210,508 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $88,571 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $15,852 |
Administrative expenses (other) incurred | 2020-12-31 | $59,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,872,309 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,422,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,550,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,461,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,355,997 |
Interest on participant loans | 2020-12-31 | $11,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $778,932 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,349,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,268,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,207,869 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : CONNECTYOURCARE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $15,852 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,755,599 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,084,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $997,584 |
Value of total corrective distributions | 2019-12-31 | $18,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,194,426 |
Value of total assets at end of year | 2019-12-31 | $15,566,505 |
Value of total assets at beginning of year | 2019-12-31 | $9,879,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,310 |
Total interest from all sources | 2019-12-31 | $12,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $758,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $758,556 |
Administrative expenses professional fees incurred | 2019-12-31 | $69,310 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,020,438 |
Participant contributions at end of year | 2019-12-31 | $210,508 |
Participant contributions at beginning of year | 2019-12-31 | $244,803 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $879,535 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $15,852 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,670,704 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,550,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,879,949 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,355,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,635,146 |
Interest on participant loans | 2019-12-31 | $12,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,790,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,294,453 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $997,584 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : CONNECTYOURCARE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $46,306 |
Total income from all sources (including contributions) | 2018-12-31 | $2,369,000 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,601,207 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,552,598 |
Value of total corrective distributions | 2018-12-31 | $2,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,020,349 |
Value of total assets at end of year | 2018-12-31 | $9,879,949 |
Value of total assets at beginning of year | 2018-12-31 | $9,158,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $46,093 |
Total interest from all sources | 2018-12-31 | $10,078 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $686,714 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $686,714 |
Administrative expenses professional fees incurred | 2018-12-31 | $46,093 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,679,631 |
Participant contributions at end of year | 2018-12-31 | $244,803 |
Participant contributions at beginning of year | 2018-12-31 | $203,970 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $285,385 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $46,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $767,793 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,879,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,112,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,635,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,954,492 |
Interest on participant loans | 2018-12-31 | $10,078 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,348,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,055,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,552,598 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : CONNECTYOURCARE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $46,306 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $29,556 |
Total income from all sources (including contributions) | 2017-12-31 | $4,175,773 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $944,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $900,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,851,650 |
Value of total assets at end of year | 2017-12-31 | $9,158,462 |
Value of total assets at beginning of year | 2017-12-31 | $5,910,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $43,775 |
Total interest from all sources | 2017-12-31 | $9,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $331,041 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $331,041 |
Administrative expenses professional fees incurred | 2017-12-31 | $43,775 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,396,546 |
Participant contributions at end of year | 2017-12-31 | $203,970 |
Participant contributions at beginning of year | 2017-12-31 | $235,346 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $521,993 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $46,306 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $29,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,231,690 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,112,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,880,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,954,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,674,676 |
Interest on participant loans | 2017-12-31 | $9,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $983,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $933,111 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $900,308 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : CONNECTYOURCARE 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,556 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,017 |
Total income from all sources (including contributions) | 2016-12-31 | $2,632,184 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $341,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $338,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,229,684 |
Value of total assets at end of year | 2016-12-31 | $5,910,022 |
Value of total assets at beginning of year | 2016-12-31 | $3,605,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,101 |
Total interest from all sources | 2016-12-31 | $8,186 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $226,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $226,822 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,037,779 |
Participant contributions at end of year | 2016-12-31 | $235,346 |
Participant contributions at beginning of year | 2016-12-31 | $148,001 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $26,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $455,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $29,556 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $16,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,290,989 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,880,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,589,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,674,676 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,383,672 |
Interest on participant loans | 2016-12-31 | $8,186 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $28,291 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $28,291 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $167,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $736,669 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $19,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $338,094 |
Contract administrator fees | 2016-12-31 | $3,101 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : CONNECTYOURCARE 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,410,635 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $653,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $644,963 |
Value of total corrective distributions | 2015-12-31 | $6,351 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,410,447 |
Value of total assets at end of year | 2015-12-31 | $3,559,964 |
Value of total assets at beginning of year | 2015-12-31 | $2,802,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,700 |
Total interest from all sources | 2015-12-31 | $3,741 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $174,186 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $174,186 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $694,181 |
Participant contributions at end of year | 2015-12-31 | $148,001 |
Participant contributions at beginning of year | 2015-12-31 | $54,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $256,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $757,621 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,559,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,802,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,383,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,732,477 |
Interest on participant loans | 2015-12-31 | $3,741 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $28,291 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $15,127 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $15,127 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-177,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $459,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $644,963 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2015-12-31 | 410746749 |