401k Plan data: TRUST HCS 401(K) PLAN plan

TRUST HCS 401(K) PLAN 401k Plan overview

Plan Name	TRUST HCS 401(K) PLAN
Plan identification number	001

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

401k Sponsoring company profile

TRUST HEALTHCARE CONSULTING SERVICES DBA TRUST HCS has sponsored the creation of one or more 401k plans.

Company Name: TRUST HEALTHCARE CONSULTING SERVICES DBA TRUST HCS

Employer identification number (EIN): 272766088

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUST HCS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 CATHY BROWNFIELD
001 2013-01-01 CATHY BROWNFIELD
001 2012-01-01 CATHY BROWNFIELD
001 2011-01-01 TORREY BARNHOUSE 2012-10-05 TORREY BARNHOUSE 2012-10-05
001 2010-07-01 TORREY BARNHOUSE 2011-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	CATHY BROWNFIELD
001	2013-01-01	CATHY BROWNFIELD
001	2012-01-01	CATHY BROWNFIELD
001	2011-01-01	TORREY BARNHOUSE	2012-10-05	TORREY BARNHOUSE	2012-10-05
001	2010-07-01	TORREY BARNHOUSE	2011-08-25

Plan Statistics for TRUST HCS 401(K) PLAN

401k plan membership statisitcs for TRUST HCS 401(K) PLAN

Measure Date Value
2014: TRUST HCS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 277
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 80
Total of all active and inactive participants 2014-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 357
Number of participants with account balances 2014-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRUST HCS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 180
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 226
Number of participants with account balances 2013-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRUST HCS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 163
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 201
Number of participants with account balances 2012-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: TRUST HCS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	277
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	80
Total of all active and inactive participants	2014-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	357
Number of participants with account balances	2014-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRUST HCS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	180
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	226
Number of participants with account balances	2013-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRUST HCS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	163
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	201
Number of participants with account balances	2012-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on TRUST HCS 401(K) PLAN

Measure	Date	Value
2014 : TRUST HCS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$402,539
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$123,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$116,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$346,989
Value of total assets at end of year	2014-12-31	$1,076,281
Value of total assets at beginning of year	2014-12-31	$797,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,704
Total interest from all sources	2014-12-31	$603
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$71,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$71,692
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$107,629
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$311,989
Participant contributions at end of year	2014-12-31	$12,610
Participant contributions at beginning of year	2014-12-31	$20,724
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$279,109
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,076,281
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$797,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$6,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,042,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$770,807
Interest on participant loans	2014-12-31	$603
Value of interest in common/collective trusts at end of year	2014-12-31	$21,345
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-17,163
Net investment gain or loss from common/collective trusts	2014-12-31	$418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$116,726
Contract administrator fees	2014-12-31	$75
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KOLLMEYER & CO., LLC
Accountancy firm EIN	2014-12-31	263297118
2013 : TRUST HCS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$373,114
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$54,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$50,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$272,809
Value of total assets at end of year	2013-12-31	$797,172
Value of total assets at beginning of year	2013-12-31	$478,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,334
Total interest from all sources	2013-12-31	$837
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$45,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$45,033
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$79,718
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$177,747
Participant contributions at end of year	2013-12-31	$20,724
Participant contributions at beginning of year	2013-12-31	$21,569
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$95,062
Other income not declared elsewhere	2013-12-31	$816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$318,710
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$797,172
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$478,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,234
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$770,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$452,976
Interest on participant loans	2013-12-31	$837
Value of interest in common/collective trusts at end of year	2013-12-31	$5,641
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$53,564
Net investment gain or loss from common/collective trusts	2013-12-31	$55
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$50,070
Contract administrator fees	2013-12-31	$100
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KOLLMEYER & CO., LLC
Accountancy firm EIN	2013-12-31	263297118
2012 : TRUST HCS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$309,928
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$16,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$14,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$277,044
Value of total assets at end of year	2012-12-31	$478,462
Value of total assets at beginning of year	2012-12-31	$185,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,174
Total interest from all sources	2012-12-31	$890
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,368
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$56,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$143,780
Participant contributions at end of year	2012-12-31	$21,569
Participant contributions at beginning of year	2012-12-31	$22,217
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$133,264
Other income not declared elsewhere	2012-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$293,127
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$478,462
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$185,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,984
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$452,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$157,493
Interest on participant loans	2012-12-31	$890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$21,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$3,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$14,627
Contract administrator fees	2012-12-31	$190
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KOLLMEYER & CO., LLC
Accountancy firm EIN	2012-12-31	263297118

Form 5500 Responses for TRUST HCS 401(K) PLAN

2014: TRUST HCS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRUST HCS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRUST HCS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TRUST HCS 401(K) PLAN [EIN = 475073949]

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:	TRUST HEALTHCARE CONSULTING SERVICES DBA TRUST HCS
Employer identification number (EIN):	272766088
NAIC Classification:	561490