401k Plan data: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN plan

BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN
Plan identification number	001

BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOLDER HEALTHCARE SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: BOLDER HEALTHCARE SOLUTIONS

Employer identification number (EIN): 455229242

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 JACK TINDAL
001 2016-01-01 JACK TINDAL
001 2016-01-01 JACK TINDAL

Plan Statistics for BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,652
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,092
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,303
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 349
Total of all active and inactive participants 2017-01-01 1,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,652
Number of participants with account balances 2017-01-01 833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 865
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 741
Number of other retired or separated participants entitled to future benefits 2016-01-01 351
Total of all active and inactive participants 2016-01-01 1,092
Total participants 2016-01-01 1,092
Number of participants with account balances 2016-01-01 668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 31

Measure	Date	Value
2018: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,652
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,092
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,303
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	349
Total of all active and inactive participants	2017-01-01	1,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,652
Number of participants with account balances	2017-01-01	833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	865
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	741
Number of other retired or separated participants entitled to future benefits	2016-01-01	351
Total of all active and inactive participants	2016-01-01	1,092
Total participants	2016-01-01	1,092
Number of participants with account balances	2016-01-01	668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	31

Financial Data on BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$664,858
Total of all expenses incurred	2018-12-31	$12,869,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,789,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$564,549
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$12,204,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$80,556
Total interest from all sources	2018-12-31	$3,423
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$40,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$40,166
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$424,761
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$154,147
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$15,150
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-12,204,781
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,204,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$80,556
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,197,997
Interest on participant loans	2018-12-31	$3,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$560,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$56,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$122,684
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$277,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,789,083
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$1,805,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$61,552
Total income from all sources (including contributions)	2017-12-31	$3,819,909
Total of all expenses incurred	2017-12-31	$518,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$410,630
Value of total corrective distributions	2017-12-31	$100,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,139,195
Value of total assets at end of year	2017-12-31	$12,204,781
Value of total assets at beginning of year	2017-12-31	$7,159,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,360
Total interest from all sources	2017-12-31	$7,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,456,068
Participant contributions at end of year	2017-12-31	$154,147
Participant contributions at beginning of year	2017-12-31	$238,304
Participant contributions at end of year	2017-12-31	$15,150
Participant contributions at beginning of year	2017-12-31	$15,150
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$415,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$61,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,301,398
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,204,781
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,098,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,197,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,304,723
Interest on participant loans	2017-12-31	$7,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$560,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$423,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,672,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$267,808
Employer contributions (assets) at end of year	2017-12-31	$277,218
Employer contributions (assets) at beginning of year	2017-12-31	$178,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$410,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$4,659,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$61,552
Total income from all sources (including contributions)	2016-12-31	$1,535,852
Total of all expenses incurred	2016-12-31	$362,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$359,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,227,871
Value of total assets at end of year	2016-12-31	$7,363,431
Value of total assets at beginning of year	2016-12-31	$1,530,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,862
Total interest from all sources	2016-12-31	$6,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,862
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$153,100
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	$940,832
Participant contributions at end of year	2016-12-31	$238,304
Participant contributions at beginning of year	2016-12-31	$61,028
Participant contributions at end of year	2016-12-31	$168,969
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$118,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$61,552
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	$1,173,497
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,363,431
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,530,796
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	$6,304,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,237,801
Interest on participant loans	2016-12-31	$6,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$161,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$161,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$423,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$301,427
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	$168,969
Employer contributions (assets) at end of year	2016-12-31	$228,401
Employer contributions (assets) at beginning of year	2016-12-31	$70,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$359,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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	PLANTE & MORAN PLLC
Accountancy firm EIN	2016-12-31	381357951

Form 5500 Responses for BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN

2018: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOLDER HEALTHCARE SOLUTIONS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-838473

Policy instance

Insurance contract or identification number	GA-838473
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $26,842
Total amount of fees paid to insurance company	USD $4,474
Commission paid to Insurance Broker	USD $26,842
Insurance broker organization code?	7
Amount paid for insurance broker fees	4474

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-838473

Policy instance

Insurance contract or identification number	GA-838473
Number of Individuals Covered	835
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,496
Total amount of fees paid to insurance company	USD $5,083
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $30,496
Insurance broker organization code?	7
Amount paid for insurance broker fees	5083
Insurance broker name	RETIREMENT MANAGEMENT SERVICES, LLC

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Company Name:	BOLDER HEALTHCARE SOLUTIONS
Employer identification number (EIN):	455229242
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01	JACK TINDAL
001	2016-01-01	JACK TINDAL
001	2016-01-01	JACK TINDAL