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MAXWELL HEALTH RETIREMENT TRUST 401k Plan overview

Plan NameMAXWELL HEALTH RETIREMENT TRUST
Plan identification number 001

MAXWELL HEALTH RETIREMENT TRUST Benefits

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

DAILYFEATS, INC. DBA MAXWELL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:DAILYFEATS, INC. DBA MAXWELL HEALTH
Employer identification number (EIN):264312923
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAXWELL HEALTH RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01ALEXANDRA STENQUIST
0012016-01-01ALEXANDRA STENQUIST
0012016-01-01 ALEXANDRA STENQUIST2017-10-13
0012016-01-01
0012015-01-01KRISTIN TRUDEAU2016-07-26
0012014-02-01KELSEY SULLIVAN2015-10-13 KELSEY SULLIVAN2015-10-13

Plan Statistics for MAXWELL HEALTH RETIREMENT TRUST

401k plan membership statisitcs for MAXWELL HEALTH RETIREMENT TRUST

Measure Date Value
2019: MAXWELL HEALTH RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MAXWELL HEALTH RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01161
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MAXWELL HEALTH RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01216
Number of participants with account balances2017-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MAXWELL HEALTH RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01188
Total participants2016-01-01188
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on MAXWELL HEALTH RETIREMENT TRUST

Measure Date Value
2019 : MAXWELL HEALTH RETIREMENT TRUST 2019 401k financial data
Total transfer of assets from this plan2019-02-28$5,681,767
Total income from all sources (including contributions)2019-02-28$452,229
Total of all expenses incurred2019-02-28$58,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$56,076
Value of total assets at end of year2019-02-28$0
Value of total assets at beginning of year2019-02-28$5,287,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$2,305
Total interest from all sources2019-02-28$4,698
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$32,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-02-28$0
Total dividends received from registered investment company shares (eg mutual funds)2019-02-28$32,337
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$19,000,000
If this is an individual account plan, was there a blackout period2019-02-28Yes
Were there any nonexempt tranactions with any party-in-interest2019-02-28Yes
Amount of non-exempt transactions with any party-in-interest2019-02-28$46,096
Participant contributions at beginning of year2019-02-28$56,943
Total non interest bearing cash at end of year2019-02-28$0
Total non interest bearing cash at beginning of year2019-02-28$98,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$393,848
Value of net assets at end of year (total assets less liabilities)2019-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$5,287,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-02-28$5,132,249
Interest on participant loans2019-02-28$4,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-02-28$415,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$56,076
Contract administrator fees2019-02-28$2,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-02-28Yes
Did the plan have assets held for investment2019-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2019-02-28043077056
2018 : MAXWELL HEALTH RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,318,044
Total of all expenses incurred2018-12-31$1,069,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,013,794
Expenses. Certain deemed distributions of participant loans2018-12-31$18,477
Value of total corrective distributions2018-12-31$1,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,713,992
Value of total assets at end of year2018-12-31$5,287,919
Value of total assets at beginning of year2018-12-31$5,039,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,098
Total interest from all sources2018-12-31$4,374
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$121,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$121,148
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,017,814
Participant contributions at end of year2018-12-31$56,943
Participant contributions at beginning of year2018-12-31$42,591
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$81,715
Other income not declared elsewhere2018-12-31$28,552
Total non interest bearing cash at end of year2018-12-31$98,727
Total non interest bearing cash at beginning of year2018-12-31$62,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$248,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,287,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,039,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,132,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,934,355
Income. Interest from loans (other than to participants)2018-12-31$4,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-550,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$614,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,013,794
Contract administrator fees2018-12-31$36,098
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2018-12-31043077056
2017 : MAXWELL HEALTH RETIREMENT TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,697,601
Total of all expenses incurred2017-12-31$482,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$448,495
Value of total corrective distributions2017-12-31$4,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,999,781
Value of total assets at end of year2017-12-31$5,039,534
Value of total assets at beginning of year2017-12-31$2,824,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,152
Total interest from all sources2017-12-31$1,394
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$72,678
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$72,678
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,132,083
Participant contributions at end of year2017-12-31$42,591
Participant contributions at beginning of year2017-12-31$26,608
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$219,420
Total non interest bearing cash at end of year2017-12-31$62,588
Total non interest bearing cash at beginning of year2017-12-31$2,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,214,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,039,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,824,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,934,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,796,041
Interest on participant loans2017-12-31$1,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$623,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$648,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$448,495
Contract administrator fees2017-12-31$30,152
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2017-12-31043077056
2016 : MAXWELL HEALTH RETIREMENT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,766,120
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$217,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,814
Value of total corrective distributions2016-12-31$3,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,552,048
Value of total assets at end of year2016-12-31$2,824,206
Value of total assets at beginning of year2016-12-31$1,275,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,819
Total interest from all sources2016-12-31$162
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$42,793
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$869,943
Participant contributions at end of year2016-12-31$26,062
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$182,871
Other income not declared elsewhere2016-12-31$44
Total non interest bearing cash at end of year2016-12-31$2,103
Total non interest bearing cash at beginning of year2016-12-31$50,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,548,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,824,206
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,275,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,796,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,275,756
Interest on participant loans2016-12-31$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$171,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$499,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,814
Contract administrator fees2016-12-31$10,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2016-12-31043077056

Form 5500 Responses for MAXWELL HEALTH RETIREMENT TRUST

2019: MAXWELL HEALTH RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAXWELL HEALTH RETIREMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAXWELL HEALTH RETIREMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAXWELL HEALTH RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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