401k Plan data: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN plan

HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 401k Plan overview

Plan Name	HEALTHSCAPE ADVISORS, LLC 401(K) PLAN
Plan identification number	001

HEALTHSCAPE ADVISORS, LLC 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.
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

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

Company Name: HEALTHSCAPE ADVISORS, LLC

Employer identification number (EIN): 264370744

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHSCAPE ADVISORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ARJUN AGGARWAL
001 2016-01-01 ARJUN AGGARWAL 2017-08-30
001 2015-01-01 ARJUN AGGARWAL 2016-09-20
001 2014-01-01 ARJUN AGGARWAL 2015-08-31
001 2013-01-01 ARJUN AGGARWAL 2014-10-03
001 2012-01-01 ARJUN AGGARWAL 2013-10-08
001 2011-01-01 ARJUN AGGARWAL 2012-10-03 ARJUN AGGARWAL 2012-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ARJUN AGGARWAL
001	2016-01-01	ARJUN AGGARWAL	2017-08-30
001	2015-01-01	ARJUN AGGARWAL	2016-09-20
001	2014-01-01	ARJUN AGGARWAL	2015-08-31
001	2013-01-01	ARJUN AGGARWAL	2014-10-03
001	2012-01-01	ARJUN AGGARWAL	2013-10-08
001	2011-01-01	ARJUN AGGARWAL	2012-10-03	ARJUN AGGARWAL	2012-10-03

Plan Statistics for HEALTHSCAPE ADVISORS, LLC 401(K) PLAN

401k plan membership statisitcs for HEALTHSCAPE ADVISORS, LLC 401(K) PLAN

Measure Date Value
2020: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 170
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 62
Total of all active and inactive participants 2019-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 232
Number of participants with account balances 2019-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 188
Number of participants with account balances 2018-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 148
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	170
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	62
Total of all active and inactive participants	2019-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	232
Number of participants with account balances	2019-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	188
Number of participants with account balances	2018-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	148
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on HEALTHSCAPE ADVISORS, LLC 401(K) PLAN

Measure	Date	Value
2020 : HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total transfer of assets from this plan	2020-05-31	$12,744,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$5,956
Total income from all sources (including contributions)	2020-05-31	$31,086
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$0
Value of total assets at end of year	2020-05-31	$0
Value of total assets at beginning of year	2020-05-31	$12,719,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$355
Total interest from all sources	2020-05-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$284
Administrative expenses professional fees incurred	2020-05-31	$355
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$500,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Participant contributions at end of year	2020-05-31	$0
Participant contributions at beginning of year	2020-05-31	$89,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-05-31	$5,956
Total non interest bearing cash at end of year	2020-05-31	$0
Total non interest bearing cash at beginning of year	2020-05-31	$85,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$30,731
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$12,713,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$12,544,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-05-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$30,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Did the plan have assets held for investment	2020-05-31	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	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	LIPSCHULTZ, LEVIN, & GRAY, LLC
Accountancy firm EIN	2020-05-31	362260623
2019 : HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2019 401k financial data
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	$5,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$8,391
Total income from all sources (including contributions)	2019-12-31	$4,689,172
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$848,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$795,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,413,102
Value of total assets at end of year	2019-12-31	$12,719,537
Value of total assets at beginning of year	2019-12-31	$8,881,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,417
Total interest from all sources	2019-12-31	$2,887
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$362,685
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	$362,685
Administrative expenses professional fees incurred	2019-12-31	$52,417
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$1,702,530
Participant contributions at end of year	2019-12-31	$89,464
Participant contributions at beginning of year	2019-12-31	$55,912
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$101,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$5,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$8,391
Total non interest bearing cash at end of year	2019-12-31	$85,708
Total non interest bearing cash at beginning of year	2019-12-31	$64,994
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	$3,840,860
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,713,581
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,872,721
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	$12,544,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,760,206
Interest on participant loans	2019-12-31	$2,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,910,498
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	$609,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$795,895
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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LIPSCHULTZ, LEVIN, & GRAY, LLC
Accountancy firm EIN	2019-12-31	362260623
2018 : HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2018 401k financial data
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	$8,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,592
Total income from all sources (including contributions)	2018-12-31	$1,581,826
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$581,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$528,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,176,416
Value of total assets at end of year	2018-12-31	$8,881,112
Value of total assets at beginning of year	2018-12-31	$7,879,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$53,185
Total interest from all sources	2018-12-31	$2,751
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$382,512
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	$382,512
Administrative expenses professional fees incurred	2018-12-31	$53,185
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$450,000
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	$1,420,745
Participant contributions at end of year	2018-12-31	$55,912
Participant contributions at beginning of year	2018-12-31	$78,335
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$206,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$8,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,592
Total non interest bearing cash at end of year	2018-12-31	$64,994
Total non interest bearing cash at beginning of year	2018-12-31	$134,822
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	$1,000,326
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,872,721
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,872,395
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	$8,760,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,666,830
Interest on participant loans	2018-12-31	$2,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-979,853
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	No
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	$549,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$528,315
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LIPSCHULTZ, LEVIN, & GRAY, LLC
Accountancy firm EIN	2018-12-31	362260623
2017 : HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2017 401k financial data
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	$7,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,956
Total income from all sources (including contributions)	2017-12-31	$2,809,377
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$434,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$389,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,714,302
Value of total assets at end of year	2017-12-31	$7,879,987
Value of total assets at beginning of year	2017-12-31	$5,503,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$45,602
Total interest from all sources	2017-12-31	$1,265
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$240,661
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	$240,661
Administrative expenses professional fees incurred	2017-12-31	$45,602
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$450,000
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	$1,117,048
Participant contributions at end of year	2017-12-31	$78,335
Participant contributions at beginning of year	2017-12-31	$15,520
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$156,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$7,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$5,956
Total non interest bearing cash at end of year	2017-12-31	$134,822
Total non interest bearing cash at beginning of year	2017-12-31	$130,645
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	$2,374,582
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,872,395
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,497,813
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	$7,666,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,357,604
Interest on participant loans	2017-12-31	$1,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$853,149
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	No
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	$440,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$389,193
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LIPSCHULTZ, LEVIN & GRAY, LLC
Accountancy firm EIN	2017-12-31	362260623

Form 5500 Responses for HEALTHSCAPE ADVISORS, LLC 401(K) PLAN

2020: HEALTHSCAPE ADVISORS, LLC 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2018: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEALTHSCAPE ADVISORS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEALTHSCAPE ADVISORS, LLC
Employer identification number (EIN):	264370744
NAIC Classification:	541600