401k Plan data: ETHOS HOLDING CORP 401K & PROFIT SHARING plan

ETHOS HOLDING CORP 401K & PROFIT SHARING 401k Plan overview

Plan Name	ETHOS HOLDING CORP 401K & PROFIT SHARING
Plan identification number	001

ETHOS HOLDING CORP 401K & PROFIT SHARING 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ETHOS HOLDING CORP. has sponsored the creation of one or more 401k plans.

Company Name: ETHOS HOLDING CORP.

Employer identification number (EIN): 273012584

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about ETHOS HOLDING CORP.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2010-07-08

Company Identification Number: 1949052

Legal Registered Office Address: 425 WALNUT STREET
SUITE 1800
CINCINNATI
United States of America (USA)
45202

More information about ETHOS HOLDING CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETHOS HOLDING CORP 401K & PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BEVERLY HASKINS 2018-07-26 BRIAN KINCAID 2018-07-26
001 2016-01-01 BRIAN KINCAID 2017-06-28
001 2015-01-01 BRIAN KINCAID 2016-03-23
001 2014-01-01 BRIAN KINCAID 2015-08-05
001 2013-01-01 BRIAN KINCAID 2014-10-15
001 2012-01-01 BRIAN KINCAID 2013-07-19
001 2011-10-01 BRIAN KINCAID 2012-11-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BEVERLY HASKINS	2018-07-26	BRIAN KINCAID	2018-07-26
001	2016-01-01	BRIAN KINCAID	2017-06-28
001	2015-01-01	BRIAN KINCAID	2016-03-23
001	2014-01-01	BRIAN KINCAID	2015-08-05
001	2013-01-01	BRIAN KINCAID	2014-10-15
001	2012-01-01	BRIAN KINCAID	2013-07-19
001	2011-10-01	BRIAN KINCAID	2012-11-27

Plan Statistics for ETHOS HOLDING CORP 401K & PROFIT SHARING

401k plan membership statisitcs for ETHOS HOLDING CORP 401K & PROFIT SHARING

Measure Date Value
2022: ETHOS HOLDING CORP 401K & PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 260
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 76
Total of all active and inactive participants 2022-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 336
Number of participants with account balances 2022-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ETHOS HOLDING CORP 401K & PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 243
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 62
Total of all active and inactive participants 2021-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 305
Number of participants with account balances 2021-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ETHOS HOLDING CORP 401K & PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
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 52
Total of all active and inactive participants 2020-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 184
Number of participants with account balances 2020-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: ETHOS HOLDING CORP 401K & PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
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 43
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ETHOS HOLDING CORP 401K & PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
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 32
Total of all active and inactive participants 2018-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 156
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11

Measure	Date	Value
2022: ETHOS HOLDING CORP 401K & PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	260
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	76
Total of all active and inactive participants	2022-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	336
Number of participants with account balances	2022-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ETHOS HOLDING CORP 401K & PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	243
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	62
Total of all active and inactive participants	2021-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	305
Number of participants with account balances	2021-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ETHOS HOLDING CORP 401K & PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
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	52
Total of all active and inactive participants	2020-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	184
Number of participants with account balances	2020-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: ETHOS HOLDING CORP 401K & PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
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	43
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ETHOS HOLDING CORP 401K & PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
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	32
Total of all active and inactive participants	2018-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	156
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11

Financial Data on ETHOS HOLDING CORP 401K & PROFIT SHARING

Measure	Date	Value
2022 : ETHOS HOLDING CORP 401K & PROFIT SHARING 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	$9,347
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,225,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,222,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,100,049
Value of total assets at end of year	2022-12-31	$4,507,710
Value of total assets at beginning of year	2022-12-31	$5,724,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,650
Total interest from all sources	2022-12-31	$1,606
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$640,700
Participant contributions at end of year	2022-12-31	$56,497
Participant contributions at beginning of year	2022-12-31	$17,322
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,966
Administrative expenses (other) incurred	2022-12-31	$3,650
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	$-1,216,456
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,507,710
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,724,166
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,429,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,697,145
Interest on participant loans	2022-12-31	$1,473
Interest earned on other investments	2022-12-31	$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$22,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,699
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,092,308
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
Contributions received in cash from employer	2022-12-31	$441,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,222,153
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	VONLEHMAN & COMPANY
Accountancy firm EIN	2022-12-31	310905417
2021 : ETHOS HOLDING CORP 401K & PROFIT SHARING 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	$1,874,950
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,834,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,830,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$903,219
Value of total assets at end of year	2021-12-31	$5,724,166
Value of total assets at beginning of year	2021-12-31	$5,684,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,137
Total interest from all sources	2021-12-31	$749
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$568,414
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$511,530
Participant contributions at end of year	2021-12-31	$17,322
Participant contributions at beginning of year	2021-12-31	$16,212
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$63,910
Other income not declared elsewhere	2021-12-31	$24
Administrative expenses (other) incurred	2021-12-31	$4,137
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	$40,026
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,724,166
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,684,140
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,697,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,659,121
Interest on participant loans	2021-12-31	$647
Interest earned on other investments	2021-12-31	$102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,807
Net investment gain/loss from pooled separate accounts	2021-12-31	$970,958
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	$327,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,830,787
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	Unqualified
Accountancy firm name	2021-12-31	VONLEHMAN & COMPANY
Accountancy firm EIN	2021-12-31	310905417
2020 : ETHOS HOLDING CORP 401K & PROFIT SHARING 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	$1,654,867
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$905,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$903,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$834,555
Value of total assets at end of year	2020-12-31	$5,684,140
Value of total assets at beginning of year	2020-12-31	$4,934,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,857
Total interest from all sources	2020-12-31	$1,063
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$568,414
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$457,139
Participant contributions at end of year	2020-12-31	$16,212
Participant contributions at beginning of year	2020-12-31	$37,686
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$94,088
Other income not declared elsewhere	2020-12-31	$385
Administrative expenses (other) incurred	2020-12-31	$1,857
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	$749,651
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,684,140
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,934,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,659,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,885,820
Interest on participant loans	2020-12-31	$923
Interest earned on other investments	2020-12-31	$140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$10,983
Net investment gain/loss from pooled separate accounts	2020-12-31	$818,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$283,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$903,359
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	VONLEHMAN & COMPANY
Accountancy firm EIN	2020-12-31	310905417
2019 : ETHOS HOLDING CORP 401K & PROFIT SHARING 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	$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	$1,619,393
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$401,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$400,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$626,520
Value of total assets at end of year	2019-12-31	$4,934,489
Value of total assets at beginning of year	2019-12-31	$3,716,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,150
Total interest from all sources	2019-12-31	$2,403
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$368,082
Participant contributions at end of year	2019-12-31	$37,686
Participant contributions at beginning of year	2019-12-31	$51,538
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,096
Other income not declared elsewhere	2019-12-31	$72
Administrative expenses (other) incurred	2019-12-31	$1,150
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	$1,218,048
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,934,489
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,716,441
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	$4,885,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,662,307
Interest on participant loans	2019-12-31	$2,342
Interest earned on other investments	2019-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,596
Net investment gain/loss from pooled separate accounts	2019-12-31	$990,398
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	$234,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$400,195
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	VONLEHMAN & COMPANY
Accountancy firm EIN	2019-12-31	310905417
2018 : ETHOS HOLDING CORP 401K & PROFIT SHARING 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$387,205
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$315,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$313,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$710,509
Value of total assets at end of year	2018-12-31	$3,716,441
Value of total assets at beginning of year	2018-12-31	$3,644,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,900
Total interest from all sources	2018-12-31	$3,600
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$398,329
Participant contributions at end of year	2018-12-31	$51,538
Participant contributions at beginning of year	2018-12-31	$99,176
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$43,020
Other income not declared elsewhere	2018-12-31	$407
Administrative expenses (other) incurred	2018-12-31	$1,900
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	$72,172
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,716,441
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,644,269
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	$3,662,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,542,994
Interest on participant loans	2018-12-31	$3,577
Interest earned on other investments	2018-12-31	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,099
Net investment gain/loss from pooled separate accounts	2018-12-31	$-327,311
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	$269,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$313,133
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	VONLEHMAN & COMPANY
Accountancy firm EIN	2018-12-31	310905417

Form 5500 Responses for ETHOS HOLDING CORP 401K & PROFIT SHARING

2022: ETHOS HOLDING CORP 401K & PROFIT SHARING 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ETHOS HOLDING CORP 401K & PROFIT SHARING 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ETHOS HOLDING CORP 401K & PROFIT SHARING 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ETHOS HOLDING CORP 401K & PROFIT SHARING 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ETHOS HOLDING CORP 401K & PROFIT SHARING 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5007

Policy instance

Insurance contract or identification number	YH5007
Number of Individuals Covered	336
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $15,193
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,193
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5007

Policy instance

Insurance contract or identification number	YH5007
Number of Individuals Covered	305
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $18,320
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,320
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5007

Policy instance

Insurance contract or identification number	YH5007
Number of Individuals Covered	184
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $14,110
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,110
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5007

Policy instance

Insurance contract or identification number	YH5007
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,169
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,169
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH5007

Policy instance

Insurance contract or identification number	YH5007
Number of Individuals Covered	156
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,595
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,595
Insurance broker organization code?	3

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Company Name:	ETHOS HOLDING CORP.
Employer identification number (EIN):	273012584
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2010-07-08
Company Identification Number:	1949052
Legal Registered Office Address:	425 WALNUT STREET SUITE 1800 CINCINNATI United States of America (USA) 45202