HEALTHFUSION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTHFUSION, INC. 401(K)
401k plan membership statisitcs for HEALTHFUSION, INC. 401(K)
Measure | Date | Value |
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2016: HEALTHFUSION, INC. 401(K) 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
Total of all active and inactive participants | 2016-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 52 |
Number of participants with account balances | 2016-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2013: HEALTHFUSION, INC. 401(K) 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 105 |
Total participants | 2013-01-01 | 105 |
Number of participants with account balances | 2013-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
Measure | Date | Value |
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2016 : HEALTHFUSION, INC. 401(K) 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $-167,746 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,296,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,296,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $34,958 |
Value of total assets at end of year | 2016-12-31 | $303,577 |
Value of total assets at beginning of year | 2016-12-31 | $4,767,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $150 |
Total interest from all sources | 2016-12-31 | $573 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $10,118 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $477,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $22,497 |
Participant contributions at beginning of year | 2016-12-31 | $136,018 |
Administrative expenses (other) incurred | 2016-12-31 | $150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-4,464,415 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $303,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,767,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $275,757 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,632,932 |
Interest on participant loans | 2016-12-31 | $573 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $27,820 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $999,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-155,660 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-57,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $12,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,296,519 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2013 : HEALTHFUSION, INC. 401(K) 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,006,344 |
Expenses. Total of all expenses incurred | 2013-12-31 | $172,156 |
Benefits paid (including direct rollovers) | 2013-12-31 | $171,481 |
Total plan assets at end of year | 2013-12-31 | $2,864,077 |
Total plan assets at beginning of year | 2013-12-31 | $2,029,889 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $392,218 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $375,765 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $834,188 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,864,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,029,889 |
Assets. Value of participant loans | 2013-12-31 | $177,959 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $238,361 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $675 |