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SOUND HEALTH 401(K) PLAN 401k Plan overview

Plan NameSOUND HEALTH 401(K) PLAN
Plan identification number 001

SOUND HEALTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUND HEALTH SERVICES, PC has sponsored the creation of one or more 401k plans.

Company Name:SOUND HEALTH SERVICES, PC
Employer identification number (EIN):320040235
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND HEALTH 401(K) 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
0012018-01-01
0012017-01-01SHERI ALLGEIER
0012016-01-01SHERI ALLGEIER
0012015-01-01SHERI ALLGEIER
0012015-01-01SHERI ALLGEIER
0012014-01-01SHERI ALLGEIER
0012013-01-01SHERI ALLGEIER SHERI ALLGEIER2014-10-13
0012012-01-01SHERI ALLGEIER SHERI ALLGEIER2013-10-11
0012011-01-01SHERI ALLGEIER2012-07-11 SHERI ALLGEIER2012-07-11
0012010-01-01SHERI L. ALLGEIER2011-07-07 SHERI L. ALLGEIER2011-07-07

Plan Statistics for SOUND HEALTH 401(K) PLAN

401k plan membership statisitcs for SOUND HEALTH 401(K) PLAN

Measure Date Value
2022: SOUND HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01151
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: SOUND HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01103
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: SOUND HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01210
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01183
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: SOUND HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SOUND HEALTH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SOUND HEALTH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01184
Number of participants with account balances2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SOUND HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: SOUND HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SOUND HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SOUND HEALTH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SOUND HEALTH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01117
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on SOUND HEALTH 401(K) PLAN

Measure Date Value
2022 : SOUND HEALTH 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-2,177,828
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,097,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,077,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,586,251
Value of total assets at end of year2022-12-31$29,551,522
Value of total assets at beginning of year2022-12-31$37,826,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,716
Total interest from all sources2022-12-31$4,693
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,026,686
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$1,026,686
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$673,159
Participant contributions at end of year2022-12-31$97,587
Participant contributions at beginning of year2022-12-31$88,535
Participant contributions at end of year2022-12-31$24,402
Participant contributions at beginning of year2022-12-31$27,599
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,018
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$0
Administrative expenses (other) incurred2022-12-31$19,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,274,930
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,551,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,826,452
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,621,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,851,231
Interest on participant loans2022-12-31$4,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$222,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$227,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$227,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,795,458
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$868,074
Employer contributions (assets) at end of year2022-12-31$584,773
Employer contributions (assets) at beginning of year2022-12-31$631,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,077,386
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : SOUND HEALTH 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,446,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,287,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,257,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,564,872
Value of total assets at end of year2021-12-31$37,826,452
Value of total assets at beginning of year2021-12-31$33,668,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,558
Total interest from all sources2021-12-31$8,241
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,358,755
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$1,358,755
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 period2021-12-31Yes
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$673,141
Participant contributions at end of year2021-12-31$88,535
Participant contributions at beginning of year2021-12-31$155,206
Participant contributions at end of year2021-12-31$27,599
Participant contributions at beginning of year2021-12-31$27,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$30,558
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$4,158,415
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,826,452
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,668,037
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,851,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,712,066
Interest on participant loans2021-12-31$8,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$227,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,514,292
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$891,731
Employer contributions (assets) at end of year2021-12-31$631,951
Employer contributions (assets) at beginning of year2021-12-31$773,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,257,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : SOUND HEALTH 401(K) 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$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$4,492,178
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,079,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,020,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,070,561
Value of total assets at end of year2020-12-31$33,668,037
Value of total assets at beginning of year2020-12-31$42,255,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,934
Total interest from all sources2020-12-31$12,438
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$639,877
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$639,877
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$883,623
Participant contributions at end of year2020-12-31$155,206
Participant contributions at beginning of year2020-12-31$230,151
Participant contributions at end of year2020-12-31$27,287
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$58,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-8,587,208
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,668,037
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,255,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,712,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,106,107
Interest on participant loans2020-12-31$12,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,769,302
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$1,125,609
Employer contributions (assets) at end of year2020-12-31$773,478
Employer contributions (assets) at beginning of year2020-12-31$918,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,020,452
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : SOUND HEALTH 401(K) PLAN 2019 401k financial data
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 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$9,038,836
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$953,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$894,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,641,477
Value of total assets at end of year2019-12-31$42,255,245
Value of total assets at beginning of year2019-12-31$34,169,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,574
Total interest from all sources2019-12-31$15,046
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,342,873
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$1,342,873
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,089,459
Participant contributions at end of year2019-12-31$230,151
Participant contributions at beginning of year2019-12-31$196,761
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$38,252
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$8,085,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,255,245
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,169,853
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,106,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,044,651
Interest on participant loans2019-12-31$15,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,039,440
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,449,895
Employer contributions (assets) at end of year2019-12-31$918,987
Employer contributions (assets) at beginning of year2019-12-31$890,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$894,870
Contract administrator fees2019-12-31$58,574
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : SOUND HEALTH 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-508,595
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,572,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,514,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,426,160
Value of total assets at end of year2018-12-31$34,169,853
Value of total assets at beginning of year2018-12-31$36,251,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,003
Total interest from all sources2018-12-31$10,870
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,300,400
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$1,300,400
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 period2018-12-31No
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$1,035,439
Participant contributions at end of year2018-12-31$196,761
Participant contributions at beginning of year2018-12-31$172,825
Participant contributions at end of year2018-12-31$38,252
Participant contributions at beginning of year2018-12-31$35,596
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,081,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,169,853
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,251,006
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$33,044,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,305,601
Interest on participant loans2018-12-31$10,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,246,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,354,891
Employer contributions (assets) at end of year2018-12-31$890,189
Employer contributions (assets) at beginning of year2018-12-31$736,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,514,555
Contract administrator fees2018-12-31$58,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : SOUND HEALTH 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,654,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,243,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,170,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,077,607
Value of total assets at end of year2017-12-31$36,251,006
Value of total assets at beginning of year2017-12-31$30,840,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,305
Total interest from all sources2017-12-31$6,561
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,120,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,120,141
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$905,681
Participant contributions at end of year2017-12-31$172,825
Participant contributions at beginning of year2017-12-31$124,868
Participant contributions at end of year2017-12-31$35,596
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$73,305
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$5,410,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,251,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,840,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,305,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,969,691
Interest on participant loans2017-12-31$6,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,449,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,147,284
Employer contributions (assets) at end of year2017-12-31$736,984
Employer contributions (assets) at beginning of year2017-12-31$745,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,170,193
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : SOUND HEALTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,247
Total income from all sources (including contributions)2016-12-31$4,884,236
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,436,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,373,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,990,240
Value of total assets at end of year2016-12-31$30,840,467
Value of total assets at beginning of year2016-12-31$27,410,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,714
Total interest from all sources2016-12-31$6,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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 period2016-12-31No
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$826,784
Participant contributions at end of year2016-12-31$124,868
Participant contributions at beginning of year2016-12-31$147,490
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,247
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$3,447,449
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,840,467
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,393,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,969,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,535,095
Interest on participant loans2016-12-31$6,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,887,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,160,324
Employer contributions (assets) at end of year2016-12-31$745,908
Employer contributions (assets) at beginning of year2016-12-31$727,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,373,073
Contract administrator fees2016-12-31$63,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : SOUND HEALTH 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$10,623,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,731,559
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$848,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$787,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,440,346
Value of total assets at end of year2015-12-31$27,410,265
Value of total assets at beginning of year2015-12-31$15,886,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,230
Total interest from all sources2015-12-31$8,845
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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 period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$823,898
Participant contributions at end of year2015-12-31$147,490
Participant contributions at beginning of year2015-12-31$161,681
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$502,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$882,679
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,393,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,886,638
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$26,535,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,663,091
Interest on participant loans2015-12-31$8,156
Interest earned on other investments2015-12-31$689
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,510,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-717,632
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$1,113,570
Employer contributions (assets) at end of year2015-12-31$727,680
Employer contributions (assets) at beginning of year2015-12-31$551,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$787,650
Contract administrator fees2015-12-31$61,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : SOUND HEALTH 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,666,165
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$528,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$454,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,251,285
Value of total assets at end of year2014-12-31$15,886,638
Value of total assets at beginning of year2014-12-31$14,749,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,226
Total interest from all sources2014-12-31$26,540
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$484,098
Participant contributions at end of year2014-12-31$161,681
Participant contributions at beginning of year2014-12-31$137,193
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
Value of net income/loss2014-12-31$1,137,326
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,886,638
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,749,312
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
Investment advisory and management fees2014-12-31$72,276
Value of interest in pooled separate accounts at end of year2014-12-31$13,663,091
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,735,754
Interest on participant loans2014-12-31$6,985
Interest earned on other investments2014-12-31$19,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,510,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,315,728
Net investment gain/loss from pooled separate accounts2014-12-31$388,340
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$767,187
Employer contributions (assets) at end of year2014-12-31$551,692
Employer contributions (assets) at beginning of year2014-12-31$560,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$454,613
Contract administrator fees2014-12-31$1,950
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 name2014-12-31SIKICH LLP
Accountancy firm EIN2014-12-31363168081
2013 : SOUND HEALTH 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,293,009
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$359,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$293,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,300,685
Value of total assets at end of year2013-12-31$14,749,312
Value of total assets at beginning of year2013-12-31$11,815,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,486
Total interest from all sources2013-12-31$29,207
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$509,221
Participant contributions at end of year2013-12-31$137,193
Participant contributions at beginning of year2013-12-31$104,653
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$2,933,988
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,749,312
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,815,324
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
Investment advisory and management fees2013-12-31$2,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$12,735,754
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,431,883
Interest on participant loans2013-12-31$5,751
Interest earned on other investments2013-12-31$23,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,315,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,745,317
Net investment gain/loss from pooled separate accounts2013-12-31$1,963,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$791,464
Employer contributions (assets) at end of year2013-12-31$560,637
Employer contributions (assets) at beginning of year2013-12-31$533,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$293,535
Contract administrator fees2013-12-31$62,986
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081
2012 : SOUND HEALTH 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,888,860
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$161,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$107,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,810,909
Value of total assets at end of year2012-12-31$11,815,324
Value of total assets at beginning of year2012-12-31$9,088,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,374
Total interest from all sources2012-12-31$4,411
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$518,457
Participant contributions at end of year2012-12-31$104,653
Participant contributions at beginning of year2012-12-31$88,654
Other income not declared elsewhere2012-12-31$32,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,727,323
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,815,324
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,088,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$9,431,883
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,427,698
Interest on participant loans2012-12-31$4,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,745,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,571,649
Net investment gain/loss from pooled separate accounts2012-12-31$1,041,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,292,452
Employer contributions (assets) at end of year2012-12-31$533,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$107,163
Contract administrator fees2012-12-31$54,374
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081

Form 5500 Responses for SOUND HEALTH 401(K) PLAN

2022: SOUND HEALTH 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUND HEALTH 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUND HEALTH 401(K) 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: SOUND HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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: SOUND HEALTH 401(K) 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: SOUND HEALTH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: SOUND HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUND HEALTH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUND HEALTH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUND HEALTH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUND HEALTH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61659-1
Policy instance 1
Insurance contract or identification numberMR 61659-1
Number of Individuals Covered161
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13980
Policy instance 1
Insurance contract or identification number13980
Number of Individuals Covered114
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,282
Total amount of fees paid to insurance companyUSD $7,226
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $36,282
Insurance broker organization code?3
Amount paid for insurance broker fees7226
Additional information about fees paid to insurance brokerMRKT FEES
Insurance broker nameOMAHA RETIREMENT PLAN DISTRIBUTORS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13980
Policy instance 1
Insurance contract or identification number13980
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,437
Total amount of fees paid to insurance companyUSD $6,299
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $31,437
Insurance broker organization code?3
Amount paid for insurance broker fees6299
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker nameOMAHA RETIREMENT PLAN DISTRIBUTORS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number13980
Policy instance 1
Insurance contract or identification number13980
Number of Individuals Covered104
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,632
Total amount of fees paid to insurance companyUSD $5,252
Are there contracts with allocated funds for individual policies?No
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?No
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
Commission paid to Insurance BrokerUSD $25,632
Insurance broker organization code?3
Amount paid for insurance broker fees5252
Additional information about fees paid to insurance brokerMARKET FEES
Insurance broker namePERITUS BENEFITS &

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