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CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONCENTRUS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONCENTRUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONCENTRUS, INC.
Employer identification number (EIN):275381788
NAIC Classification:425110
NAIC Description:Business to Business Electronic Markets

Additional information about CONCENTRUS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2016-02-02
Company Identification Number: 603582301
Legal Registered Office Address: 3608 252 PL SE

ISSAQUAH
United States of America (USA)
980290000

More information about CONCENTRUS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDY WANG
0012016-01-01RACHEL SANCHEZ
0012015-01-01VINCENT HUANG
0012015-01-01VINCENT HUANG
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01VINCENT HUANG2013-09-19

Plan Statistics for CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01183
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01142
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01174
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01157
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0159
2016: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01236
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-0158
Total of all active and inactive participants2015-01-01223
Total participants2015-01-01223
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01215
Total participants2014-01-01215
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01190
Total participants2013-01-01190
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123

Financial Data on CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$30,281
Total income from all sources (including contributions)2022-12-31$-1,703,076
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,717,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,647,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,010,152
Value of total assets at end of year2022-12-31$11,052,109
Value of total assets at beginning of year2022-12-31$14,502,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,389
Total interest from all sources2022-12-31$8,795
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$244,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$244,254
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$552,811
Participant contributions at end of year2022-12-31$147,022
Participant contributions at beginning of year2022-12-31$300,893
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,281
Other income not declared elsewhere2022-12-31$4,835
Administrative expenses (other) incurred2022-12-31$4,875
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$32,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,420,458
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,052,109
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,472,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,230,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,377,718
Interest on participant loans2022-12-31$8,795
Value of interest in common/collective trusts at end of year2022-12-31$516,085
Value of interest in common/collective trusts at beginning of year2022-12-31$416,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,978,717
Net investment gain or loss from common/collective trusts2022-12-31$7,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$435,331
Employer contributions (assets) at end of year2022-12-31$158,053
Employer contributions (assets) at beginning of year2022-12-31$374,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,647,993
Contract administrator fees2022-12-31$21,041
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,269,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,150
Total income from all sources (including contributions)2021-12-31$2,857,728
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,240,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,156,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,426,871
Value of total assets at end of year2021-12-31$14,502,848
Value of total assets at beginning of year2021-12-31$11,586,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,526
Total interest from all sources2021-12-31$10,821
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$480,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$480,633
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$676,703
Participant contributions at end of year2021-12-31$300,893
Participant contributions at beginning of year2021-12-31$197,773
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,548
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,150
Other income not declared elsewhere2021-12-31$3,770
Administrative expenses (other) incurred2021-12-31$5,793
Total non interest bearing cash at end of year2021-12-31$32,865
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$1,617,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,472,567
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,585,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$55,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,377,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,649,573
Interest on participant loans2021-12-31$10,821
Value of interest in common/collective trusts at end of year2021-12-31$416,470
Value of interest in common/collective trusts at beginning of year2021-12-31$405,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$929,842
Net investment gain or loss from common/collective trusts2021-12-31$5,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$742,143
Employer contributions (assets) at end of year2021-12-31$374,902
Employer contributions (assets) at beginning of year2021-12-31$330,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,156,550
Contract administrator fees2021-12-31$21,736
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,150
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$3,025,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,122,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,076,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,203,503
Value of total assets at end of year2020-12-31$11,586,698
Value of total assets at beginning of year2020-12-31$9,682,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,073
Total interest from all sources2020-12-31$8,082
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$220,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$220,861
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$552,078
Participant contributions at end of year2020-12-31$197,773
Participant contributions at beginning of year2020-12-31$120,621
Participant contributions at end of year2020-12-31$1,548
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,048
Administrative expenses (other) incurred2020-12-31$4,122
Total non interest bearing cash at end of year2020-12-31$1,150
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,903,233
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,585,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,682,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,649,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,402,902
Interest on participant loans2020-12-31$8,082
Value of interest in common/collective trusts at end of year2020-12-31$405,948
Value of interest in common/collective trusts at beginning of year2020-12-31$1,681,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,572,249
Net investment gain or loss from common/collective trusts2020-12-31$20,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$636,767
Employer contributions (assets) at end of year2020-12-31$330,706
Employer contributions (assets) at beginning of year2020-12-31$477,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,076,653
Contract administrator fees2020-12-31$16,863
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$22,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,494
Total income from all sources (including contributions)2019-12-31$2,852,990
Total income from all sources (including contributions)2019-12-31$2,852,990
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$931,603
Total of all expenses incurred2019-12-31$931,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$871,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$871,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,490,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,490,333
Value of total assets at end of year2019-12-31$9,682,315
Value of total assets at end of year2019-12-31$9,682,315
Value of total assets at beginning of year2019-12-31$7,783,422
Value of total assets at beginning of year2019-12-31$7,783,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,872
Total interest from all sources2019-12-31$7,104
Total interest from all sources2019-12-31$7,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$238,946
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$238,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$238,946
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$238,946
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$617,431
Contributions received from participants2019-12-31$617,431
Participant contributions at end of year2019-12-31$120,621
Participant contributions at end of year2019-12-31$120,621
Participant contributions at beginning of year2019-12-31$116,261
Participant contributions at beginning of year2019-12-31$116,261
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$3,006
Participant contributions at beginning of year2019-12-31$3,006
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,124
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,124
Other income not declared elsewhere2019-12-31$708
Other income not declared elsewhere2019-12-31$708
Administrative expenses (other) incurred2019-12-31$4,333
Administrative expenses (other) incurred2019-12-31$4,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,921,387
Value of net income/loss2019-12-31$1,921,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,682,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,682,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,760,928
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,760,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,441
Investment advisory and management fees2019-12-31$31,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,402,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,402,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,828,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,828,501
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$7,104
Interest on participant loans2019-12-31$7,104
Value of interest in common/collective trusts at end of year2019-12-31$1,681,332
Value of interest in common/collective trusts at end of year2019-12-31$1,681,332
Value of interest in common/collective trusts at beginning of year2019-12-31$1,833,430
Value of interest in common/collective trusts at beginning of year2019-12-31$1,833,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,078,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,078,854
Net investment gain or loss from common/collective trusts2019-12-31$37,045
Net investment gain or loss from common/collective trusts2019-12-31$37,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$720,778
Contributions received in cash from employer2019-12-31$720,778
Employer contributions (assets) at end of year2019-12-31$477,268
Employer contributions (assets) at end of year2019-12-31$477,268
Employer contributions (assets) at beginning of year2019-12-31$2,032
Employer contributions (assets) at beginning of year2019-12-31$2,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$871,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$871,731
Contract administrator fees2019-12-31$24,098
Contract administrator fees2019-12-31$24,098
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$22,494
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$22,494
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2019-12-31954345526
2018 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,494
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$248,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,355,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,278,950
Value of total corrective distributions2018-12-31$22,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$628,767
Value of total assets at end of year2018-12-31$7,783,422
Value of total assets at beginning of year2018-12-31$8,867,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,724
Total interest from all sources2018-12-31$11,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$131,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$131,070
Administrative expenses professional fees incurred2018-12-31$53,724
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$532,948
Participant contributions at end of year2018-12-31$116,261
Participant contributions at beginning of year2018-12-31$128,830
Participant contributions at end of year2018-12-31$3,006
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,106,184
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,760,928
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,867,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,828,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,439,147
Interest on participant loans2018-12-31$5,496
Interest earned on other investments2018-12-31$6,006
Value of interest in common/collective trusts at end of year2018-12-31$1,833,430
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,299,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-568,989
Net investment gain/loss from pooled separate accounts2018-12-31$33,518
Net investment gain or loss from common/collective trusts2018-12-31$13,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$40,599
Employer contributions (assets) at end of year2018-12-31$2,032
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,278,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at end of year2018-12-31$22,494
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN2018-12-31952700123
2017 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,853,336
Total of all expenses incurred2017-12-31$696,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$640,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$915,315
Value of total assets at end of year2017-12-31$8,867,112
Value of total assets at beginning of year2017-12-31$7,710,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,353
Total interest from all sources2017-12-31$16,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$25,597
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$589,925
Participant contributions at end of year2017-12-31$128,830
Participant contributions at beginning of year2017-12-31$84,963
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,985
Administrative expenses (other) incurred2017-12-31$5,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,156,858
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,867,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,710,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,676
Value of interest in pooled separate accounts at end of year2017-12-31$7,439,147
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,320,476
Interest on participant loans2017-12-31$4,091
Interest earned on other investments2017-12-31$12,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,299,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,304,815
Net investment gain/loss from pooled separate accounts2017-12-31$921,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$215,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$640,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LANCE, SOLL & LUNGHARD, LLP
Accountancy firm EIN2017-12-31952700123
2016 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,450,447
Total of all expenses incurred2016-12-31$713,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$652,692
Value of total corrective distributions2016-12-31$56,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$927,857
Value of total assets at end of year2016-12-31$7,710,254
Value of total assets at beginning of year2016-12-31$6,973,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,351
Total interest from all sources2016-12-31$313,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$659,754
Participant contributions at end of year2016-12-31$84,963
Participant contributions at beginning of year2016-12-31$63,711
Participant contributions at beginning of year2016-12-31$37
Administrative expenses (other) incurred2016-12-31$4,351
Total non interest bearing cash at beginning of year2016-12-31$167,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$736,775
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,710,254
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,973,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,320,476
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,047,309
Interest on participant loans2016-12-31$15,637
Interest earned on other investments2016-12-31$298,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,304,815
Net investment gain/loss from pooled separate accounts2016-12-31$208,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$268,103
Employer contributions (assets) at beginning of year2016-12-31$695,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$652,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLA CPAS & BUSINESS ADVISORS
Accountancy firm EIN2016-12-31952771605
2015 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,580,933
Total of all expenses incurred2015-12-31$330,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$287,732
Value of total corrective distributions2015-12-31$18,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,651,062
Value of total assets at end of year2015-12-31$6,973,479
Value of total assets at beginning of year2015-12-31$5,722,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,199
Total interest from all sources2015-12-31$1,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$657,224
Participant contributions at end of year2015-12-31$63,711
Participant contributions at beginning of year2015-12-31$18,638
Participant contributions at end of year2015-12-31$37
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,079
Administrative expenses (other) incurred2015-12-31$23,783
Total non interest bearing cash at end of year2015-12-31$167,068
Total non interest bearing cash at beginning of year2015-12-31$125,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,250,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,973,479
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,722,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,047,309
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,951,770
Interest on participant loans2015-12-31$1,396
Interest earned on other investments2015-12-31$221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-71,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$991,759
Employer contributions (assets) at end of year2015-12-31$695,354
Employer contributions (assets) at beginning of year2015-12-31$627,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$287,732
Contract administrator fees2015-12-31$416
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLS CPAS & BUSINESS ADVISORS
Accountancy firm EIN2015-12-31952771605
2014 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,838,516
Total of all expenses incurred2014-12-31$514,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$499,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,607,089
Value of total assets at end of year2014-12-31$5,722,794
Value of total assets at beginning of year2014-12-31$4,398,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,895
Total interest from all sources2014-12-31$1,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$1,023,346
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$632,918
Participant contributions at end of year2014-12-31$18,638
Participant contributions at beginning of year2014-12-31$69,961
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,661
Administrative expenses (other) incurred2014-12-31$3,520
Total non interest bearing cash at end of year2014-12-31$125,341
Total non interest bearing cash at beginning of year2014-12-31$109,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,324,145
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,722,794
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,398,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,951,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,736,098
Interest on participant loans2014-12-31$1,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$229,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$944,510
Employer contributions (assets) at end of year2014-12-31$627,045
Employer contributions (assets) at beginning of year2014-12-31$482,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$499,476
Contract administrator fees2014-12-31$11,375
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SQUAR MILNER, LLP
Accountancy firm EIN2014-12-31330835986
2013 : CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$289,980
Total income from all sources (including contributions)2013-12-31$1,538,962
Total of all expenses incurred2013-12-31$444,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$427,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,108,316
Value of total assets at end of year2013-12-31$4,398,649
Value of total assets at beginning of year2013-12-31$3,013,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,095
Total interest from all sources2013-12-31$441
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,582
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$363,546
Participant contributions at end of year2013-12-31$69,961
Participant contributions at beginning of year2013-12-31$1,538
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$177,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,119
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$109,958
Total non interest bearing cash at beginning of year2013-12-31$23,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,094,949
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,398,649
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,013,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,736,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,352,220
Interest on participant loans2013-12-31$441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$98,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$98,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$416,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$566,778
Employer contributions (assets) at end of year2013-12-31$482,632
Employer contributions (assets) at beginning of year2013-12-31$536,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$427,918
Contract administrator fees2013-12-31$16,095
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SQUAR MILNER
Accountancy firm EIN2013-12-31330835986

Form 5500 Responses for CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN

2022: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONCENTRUS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932442
Policy instance 1
Insurance contract or identification number932442
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932442
Policy instance 1
Insurance contract or identification number932442
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932442
Policy instance 1
Insurance contract or identification number932442
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932442
Policy instance 1
Insurance contract or identification number932442
Number of Individuals Covered174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98007
Policy instance 1
Insurance contract or identification number98007
Number of Individuals Covered204
Total amount of commissions paid to insurance brokerUSD $19,131
Total amount of fees paid to insurance companyUSD $29,207
Amount paid for insurance broker fees29207
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13,972
Insurance broker nameLPL FINANCIAL CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98007
Policy instance 1
Insurance contract or identification number98007
Number of Individuals Covered189
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,722
Total amount of fees paid to insurance companyUSD $14,729
Commission paid to Insurance BrokerUSD $14,722
Amount paid for insurance broker fees14729
Insurance broker nameJACK A. CROSS & ASSOCIATES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98007
Policy instance 1
Insurance contract or identification number98007
Number of Individuals Covered170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,592
Total amount of fees paid to insurance companyUSD $20,314
Commission paid to Insurance BrokerUSD $716
Amount paid for insurance broker fees20314
Insurance broker nameJACK A. CROSS & ASSOCIATES, INC.

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