401k Plan data: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN plan

KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 401k Plan overview

Plan Name	KEMBERTON HEALTHCARE SERVICES 401(K) PLAN
Plan identification number	001

KEMBERTON HEALTHCARE SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

KEMBERTON HEALTHCARE SERVICES, LLC. has sponsored the creation of one or more 401k plans.

Company Name: KEMBERTON HEALTHCARE SERVICES, LLC.

Employer identification number (EIN): 262762480

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01

Plan Statistics for KEMBERTON HEALTHCARE SERVICES 401(K) PLAN

401k plan membership statisitcs for KEMBERTON HEALTHCARE SERVICES 401(K) PLAN

Measure Date Value
2023: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 308
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 344
Number of participants with account balances 2022-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 380
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 414
Number of participants with account balances 2021-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 378
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 411
Number of participants with account balances 2020-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 25
2019: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 413
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 442
Total participants 2019-01-01 442
Number of participants with account balances 2019-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10

Measure	Date	Value
2023: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	308
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	344
Number of participants with account balances	2022-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	380
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	414
Number of participants with account balances	2021-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	378
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	411
Number of participants with account balances	2020-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	25
2019: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	413
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	442
Total participants	2019-01-01	442
Number of participants with account balances	2019-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10

Financial Data on KEMBERTON HEALTHCARE SERVICES 401(K) PLAN

Measure	Date	Value
2023 : KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total transfer of assets from this plan	2023-08-31	$6,045,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$717,695
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$802,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$719,462
Expenses. Certain deemed distributions of participant loans	2023-08-31	$2,705
Value of total corrective distributions	2023-08-31	$38,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$224,807
Value of total assets at end of year	2023-08-31	$0
Value of total assets at beginning of year	2023-08-31	$6,129,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$41,280
Total interest from all sources	2023-08-31	$2,167
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$58,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-08-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$58,026
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$224,807
Assets. Loans (other than to participants) at end of year	2023-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-08-31	$92,352
Total non interest bearing cash at end of year	2023-08-31	$0
Total non interest bearing cash at beginning of year	2023-08-31	$1,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$-84,389
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$6,129,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Investment advisory and management fees	2023-08-31	$7,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$5,957,178
Interest on participant loans	2023-08-31	$2,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$78,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$78,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$432,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$719,462
Contract administrator fees	2023-08-31	$33,575
Did the plan have assets held for investment	2023-08-31	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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	LBMC PC
Accountancy firm EIN	2023-08-31	621199757
2022 : KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-283,057
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,177,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,056,985
Expenses. Certain deemed distributions of participant loans	2022-12-31	$59,476
Value of total corrective distributions	2022-12-31	$9,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$665,594
Value of total assets at end of year	2022-12-31	$6,129,620
Value of total assets at beginning of year	2022-12-31	$7,590,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,172
Total interest from all sources	2022-12-31	$3,668
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$149,278
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$149,278
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$653,868
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,726
Assets. Loans (other than to participants) at end of year	2022-12-31	$92,352
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$101,256
Total non interest bearing cash at end of year	2022-12-31	$1,518
Total non interest bearing cash at beginning of year	2022-12-31	$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,460,433
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,129,620
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,590,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$12,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,957,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,381,178
Interest on participant loans	2022-12-31	$3,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$78,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$107,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$107,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,101,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,056,985
Contract administrator fees	2022-12-31	$38,460
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LBMC PC
Accountancy firm EIN	2022-12-31	621199757
2021 : KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,634,800
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$924,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$876,776
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$762,976
Value of total assets at end of year	2021-12-31	$7,590,053
Value of total assets at beginning of year	2021-12-31	$6,879,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$45,539
Total interest from all sources	2021-12-31	$3,749
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$497,571
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$497,571
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$725,601
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$37,628
Assets. Loans (other than to participants) at end of year	2021-12-31	$101,256
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$86,462
Total non interest bearing cash at end of year	2021-12-31	$88
Total non interest bearing cash at beginning of year	2021-12-31	$13,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$710,713
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,590,053
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,879,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,845
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,381,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,601,578
Interest on participant loans	2021-12-31	$3,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$107,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$172,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$172,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$370,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$-253
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$5,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$876,776
Contract administrator fees	2021-12-31	$32,694
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2020 401k financial data
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	$0
Total income from all sources (including contributions)	2020-12-31	$1,512,029
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$945,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$850,407
Expenses. Certain deemed distributions of participant loans	2020-12-31	$48,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$847,702
Value of total assets at end of year	2020-12-31	$6,879,340
Value of total assets at beginning of year	2020-12-31	$6,313,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,151
Total interest from all sources	2020-12-31	$4,392
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$143,862
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$143,862
Was this plan covered by a fidelity bond	2020-12-31	No
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	$703,205
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$31,778
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$81,121
Assets. Loans (other than to participants) at end of year	2020-12-31	$86,462
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$138,856
Administrative expenses (other) incurred	2020-12-31	$10,565
Total non interest bearing cash at end of year	2020-12-31	$13,344
Total non interest bearing cash at beginning of year	2020-12-31	$37,363
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	$566,316
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,879,340
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,313,024
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
Investment advisory and management fees	2020-12-31	$15,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,601,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,025,071
Interest on participant loans	2020-12-31	$4,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$172,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$25,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$25,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$516,073
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	Yes
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	$63,376
Employer contributions (assets) at end of year	2020-12-31	$5,644
Employer contributions (assets) at beginning of year	2020-12-31	$54,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$850,407
Contract administrator fees	2020-12-31	$21,382
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	Disclaimer
Accountancy firm name	2020-12-31	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,615,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,940,609
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$243,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$212,709
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,467,106
Value of total assets at end of year	2019-12-31	$6,313,024
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,904
Total interest from all sources	2019-12-31	$3,069
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$118,696
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$118,696
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$656,569
Participant contributions at end of year	2019-12-31	$31,778
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$606,005
Assets. Loans (other than to participants) at end of year	2019-12-31	$22,743
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$37,363
Total non interest bearing cash 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	$1,697,295
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,313,024
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
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
Investment advisory and management fees	2019-12-31	$8,513
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,178,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$3,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$25,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$351,738
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	Yes
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	$204,532
Employer contributions (assets) at end of year	2019-12-31	$54,506
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$212,709
Contract administrator fees	2019-12-31	$16,391
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680

Form 5500 Responses for KEMBERTON HEALTHCARE SERVICES 401(K) PLAN

2023: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KEMBERTON HEALTHCARE SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KEMBERTON HEALTHCARE SERVICES, LLC.
Employer identification number (EIN):	262762480
NAIC Classification:	561110
NAIC Description:	Office Administrative Services