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ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
  • Life insurance

401k Sponsoring company profile

ACUITY HEALTHCARE HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ACUITY HEALTHCARE HOLDINGS, INC.
Employer identification number (EIN):465089007
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD CASSADY RICHARD CASSADY2018-07-31
0022016-01-01ALEX KAU ALEX KAU2017-07-31

Plan Statistics for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,056
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-01690
Number of other retired or separated participants entitled to future benefits2023-01-01361
Total of all active and inactive participants2023-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-011,056
Number of participants with account balances2023-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,062
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01690
Number of other retired or separated participants entitled to future benefits2022-01-01361
Total of all active and inactive participants2022-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,056
Number of participants with account balances2022-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,062
Total number of active participants reported on line 7a of the Form 55002021-01-01498
Number of retired or separated participants receiving benefits2021-01-01346
Number of other retired or separated participants entitled to future benefits2021-01-01214
Total of all active and inactive participants2021-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,062
Number of participants with account balances2021-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01800
Total number of active participants reported on line 7a of the Form 55002020-01-01499
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01557
Number of participants with account balances2020-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01778
Total number of active participants reported on line 7a of the Form 55002019-01-01463
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01216
Total of all active and inactive participants2019-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01702
Number of participants with account balances2019-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0147
2018: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01788
Total number of active participants reported on line 7a of the Form 55002018-01-01460
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01231
Total of all active and inactive participants2018-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01701
Number of participants with account balances2018-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01169
2017: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,090
Total number of active participants reported on line 7a of the Form 55002017-01-01986
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,125
Number of participants with account balances2017-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01121
2016: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01999
Total number of active participants reported on line 7a of the Form 55002016-01-01905
Number of other retired or separated participants entitled to future benefits2016-01-01124
Total of all active and inactive participants2016-01-011,029
Total participants2016-01-011,029
Number of participants with account balances2016-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01148

Financial Data on ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$0
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$1,585,721
Value of total assets at beginning of year2023-12-31$1,586,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Total non interest bearing cash at end of year2023-12-31$1,585,721
Total non interest bearing cash at beginning of year2023-12-31$1,586,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-946
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,585,721
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,586,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$946
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KRAFT CPAS, PLCC
Accountancy firm EIN2023-12-31620713250
2022 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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$0
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,586,667
Value of total assets at beginning of year2022-12-31$1,587,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Total non interest bearing cash at end of year2022-12-31$1,586,667
Total non interest bearing cash at beginning of year2022-12-31$1,587,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-952
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,586,667
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,587,619
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
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$952
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 plan2022-12-31Qualified
Accountancy firm name2022-12-31KRAFT CPAS PLLC
Accountancy firm EIN2022-12-31620713250
2021 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,300,000
Total unrealized appreciation/depreciation of assets2021-12-31$3,300,000
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$38,833,021
Total income from all sources (including contributions)2021-12-31$42,133,023
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,721,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,721,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,587,619
Value of total assets at beginning of year2021-12-31$8,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$38,833,021
Other income not declared elsewhere2021-12-31$38,833,022
Total non interest bearing cash at end of year2021-12-31$1,587,619
Total non interest bearing cash at beginning of year2021-12-31$8,776
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$40,411,864
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,587,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-38,824,245
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,721,159
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
2020 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-9,123,800
Total unrealized appreciation/depreciation of assets2020-12-31$-9,123,800
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,833,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,247,060
Expenses. Interest paid2020-12-31$1,237,412
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$1,237,412
Total income from all sources (including contributions)2020-12-31$-5,435,310
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,274,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$36,996
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,688,447
Value of total assets at end of year2020-12-31$8,776
Value of total assets at beginning of year2020-12-31$9,132,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$38,833,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$41,247,060
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8,776
Total non interest bearing cash at beginning of year2020-12-31$8,607
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-6,709,718
Value of net assets at end of year (total assets less liabilities)2020-12-31$-38,824,245
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-32,114,527
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$74
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$9,123,800
Contributions received in cash from employer2020-12-31$3,688,447
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,996
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KRAFTCPAS PLLC
Accountancy firm EIN2020-12-31620713250
2019 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$179,550
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$179,550
Total unrealized appreciation/depreciation of assets2019-12-31$179,550
Total unrealized appreciation/depreciation of assets2019-12-31$179,550
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,247,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,247,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,598,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,598,139
Expenses. Interest paid2019-12-31$1,307,724
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$1,307,724
Expenses. Interest paid2019-12-31$1,307,724
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$1,307,724
Total income from all sources (including contributions)2019-12-31$3,903,074
Total income from all sources (including contributions)2019-12-31$3,903,074
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,371,076
Total of all expenses incurred2019-12-31$1,371,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$63,352
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,714,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,714,804
Value of total assets at end of year2019-12-31$9,132,533
Value of total assets at end of year2019-12-31$9,132,533
Value of total assets at beginning of year2019-12-31$8,951,614
Value of total assets at beginning of year2019-12-31$8,951,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$61
Total interest from all sources2019-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$52
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$41,247,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$41,247,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,594,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,594,192
Other income not declared elsewhere2019-12-31$8,659
Other income not declared elsewhere2019-12-31$8,659
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$8,607
Total non interest bearing cash at end of year2019-12-31$8,607
Total non interest bearing cash at beginning of year2019-12-31$7,352
Total non interest bearing cash at beginning of year2019-12-31$7,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,531,998
Value of net income/loss2019-12-31$2,531,998
Value of net assets at end of year (total assets less liabilities)2019-12-31$-32,114,527
Value of net assets at end of year (total assets less liabilities)2019-12-31$-32,114,527
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-34,646,525
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-34,646,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$74
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$9,123,800
Assets. Invements in employer securities at end of year2019-12-31$9,123,800
Assets. Invements in employer securities at beginning of year2019-12-31$8,944,250
Assets. Invements in employer securities at beginning of year2019-12-31$8,944,250
Contributions received in cash from employer2019-12-31$3,714,804
Contributions received in cash from employer2019-12-31$3,714,804
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$63,352
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,947
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,947
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KRAFTCPAS PLLC
Accountancy firm name2019-12-31KRAFTCPAS PLLC
Accountancy firm EIN2019-12-31620713250
Accountancy firm EIN2019-12-31620713250
2018 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-42,509,138
Total unrealized appreciation/depreciation of assets2018-12-31$-42,509,138
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,598,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,004,167
Expenses. Interest paid2018-12-31$1,391,354
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$1,391,354
Total income from all sources (including contributions)2018-12-31$-38,674,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,426,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$35,501
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,831,273
Value of total assets at end of year2018-12-31$8,951,614
Value of total assets at beginning of year2018-12-31$51,458,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$3,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$43,594,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$3,537
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$7,352
Total non interest bearing cash 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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-40,101,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$-34,646,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,454,628
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$30
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$8,944,250
Assets. Invements in employer securities at beginning of year2018-12-31$51,453,385
Contributions received in cash from employer2018-12-31$3,831,273
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,097
Contract administrator fees2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,947
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,782
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$46,000,385
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KRAFTCPAS PLLC
Accountancy firm EIN2018-12-31620713250
2017 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,858,515
Total unrealized appreciation/depreciation of assets2017-12-31$-1,858,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,004,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,226,943
Expenses. Interest paid2017-12-31$1,438,812
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$1,438,812
Total income from all sources (including contributions)2017-12-31$1,838,562
Total of all expenses incurred2017-12-31$1,471,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,697,077
Value of total assets at end of year2017-12-31$51,458,795
Value of total assets at beginning of year2017-12-31$53,314,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$367,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,454,628
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,087,253
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,295
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
Assets. Invements in employer securities at end of year2017-12-31$51,453,385
Assets. Invements in employer securities at beginning of year2017-12-31$53,311,901
Contributions received in cash from employer2017-12-31$3,697,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,375
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,782
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,294
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$46,000,385
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$48,224,649
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KRAFTCPAS PLLC
Accountancy firm EIN2017-12-31620713250
2016 : ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$867,601
Total unrealized appreciation/depreciation of assets2016-12-31$867,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,226,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,376,799
Expenses. Interest paid2016-12-31$1,511,284
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$1,511,284
Total income from all sources (including contributions)2016-12-31$4,543,769
Total of all expenses incurred2016-12-31$1,524,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,676,167
Value of total assets at end of year2016-12-31$53,314,196
Value of total assets at beginning of year2016-12-31$52,444,950
Total interest from all sources2016-12-31$1
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,019,102
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,087,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,068,151
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
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
Assets. Invements in employer securities at end of year2016-12-31$53,311,901
Assets. Invements in employer securities at beginning of year2016-12-31$52,444,299
Contributions received in cash from employer2016-12-31$3,676,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,383
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,294
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$650
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$48,224,649
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$50,376,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KRAFTCPAS PLLC
Accountancy firm EIN2016-12-31620713250

Form 5500 Responses for ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACUITY HEALTHCARE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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