401k Plan data: CAREHERE, LLC 401(K) PROFIT SHARING PLAN plan

CAREHERE, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAREHERE, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

CAREHERE, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAREHERE, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAREHERE, LLC

Employer identification number (EIN): 542138297

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Additional information about CAREHERE, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2009-07-01

Company Identification Number: 0801139436

Legal Registered Office Address: 5500 MARYLAND WAY STE 120

BRENTWOOD
United States of America (USA)
37027

More information about CAREHERE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREHERE, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 ANGIE SOWERS
001 2016-01-01 LAURIE MATHIS
001 2015-01-01 LAURIE MATHIS
001 2014-01-01 BEN BAKER
001 2013-01-01 BEN BAKER
001 2012-01-01 BEN BAKER
001 2011-01-01 BEN BAKER 2012-07-18
001 2010-01-01 BEN BAKER 2011-07-21

Plan Statistics for CAREHERE, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAREHERE, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,077
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,212
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 977
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 89
Total of all active and inactive participants 2019-01-01 1,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,067
Number of participants with account balances 2019-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,089
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 106
Total of all active and inactive participants 2018-01-01 1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,196
Number of participants with account balances 2018-01-01 525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,090
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 47
Total of all active and inactive participants 2017-01-01 1,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,137
Number of participants with account balances 2017-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 943
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 41
Total of all active and inactive participants 2016-01-01 984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 984
Number of participants with account balances 2016-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 352
Number of other retired or separated participants entitled to future benefits 2015-01-01 68
Total of all active and inactive participants 2015-01-01 420
Total participants 2015-01-01 420
Number of participants with account balances 2015-01-01 281
2014: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 270
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 45
Total of all active and inactive participants 2014-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 317
Number of participants with account balances 2014-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 220
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 246
Number of participants with account balances 2013-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 172
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 65
Total of all active and inactive participants 2012-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 248
Number of participants with account balances 2012-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2020: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,077
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,212
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	977
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	89
Total of all active and inactive participants	2019-01-01	1,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,067
Number of participants with account balances	2019-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,089
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	106
Total of all active and inactive participants	2018-01-01	1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,196
Number of participants with account balances	2018-01-01	525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,090
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	47
Total of all active and inactive participants	2017-01-01	1,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,137
Number of participants with account balances	2017-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	943
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	41
Total of all active and inactive participants	2016-01-01	984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	984
Number of participants with account balances	2016-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	352
Number of other retired or separated participants entitled to future benefits	2015-01-01	68
Total of all active and inactive participants	2015-01-01	420
Total participants	2015-01-01	420
Number of participants with account balances	2015-01-01	281
2014: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	270
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	45
Total of all active and inactive participants	2014-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	317
Number of participants with account balances	2014-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	220
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	246
Number of participants with account balances	2013-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	172
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	65
Total of all active and inactive participants	2012-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	248
Number of participants with account balances	2012-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on CAREHERE, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$25,871,395
Total income from all sources (including contributions)	2020-12-31	$8,384,861
Total of all expenses incurred	2020-12-31	$2,164,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,091,291
Value of total corrective distributions	2020-12-31	$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,837,236
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$19,651,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$72,947
Total interest from all sources	2020-12-31	$33,984
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$171,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,407,994
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$341,477
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$50,000
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$193,717
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$601
Administrative expenses (other) incurred	2020-12-31	$53,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,219,954
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,651,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$19,162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,656,380
Interest on participant loans	2020-12-31	$20,260
Interest earned on other investments	2020-12-31	$13,724
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,060,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,519,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,241,638
Net investment gain or loss from common/collective trusts	2020-12-31	$1,100,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,235,525
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$23,314
Income. Dividends from common stock	2020-12-31	$171,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,091,291
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SKIBBIE CPA INC.
Accountancy firm EIN	2020-12-31	270851321
2019 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$7,687,952
Total of all expenses incurred	2019-12-31	$2,397,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,260,753
Expenses. Certain deemed distributions of participant loans	2019-12-31	$34,845
Value of total corrective distributions	2019-12-31	$3,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,560,844
Value of total assets at end of year	2019-12-31	$19,651,441
Value of total assets at beginning of year	2019-12-31	$14,361,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$98,906
Total interest from all sources	2019-12-31	$24,244
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$212,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$2,600
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,070,191
Participant contributions at end of year	2019-12-31	$341,477
Participant contributions at beginning of year	2019-12-31	$230,121
Participant contributions at end of year	2019-12-31	$50,000
Participant contributions at beginning of year	2019-12-31	$49,000
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$318,224
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,160
Administrative expenses (other) incurred	2019-12-31	$48,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,290,151
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,651,441
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,361,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$47,312
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,656,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,039,268
Interest on participant loans	2019-12-31	$12,271
Interest earned on other investments	2019-12-31	$11,973
Value of interest in common/collective trusts at end of year	2019-12-31	$6,060,661
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,709,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,519,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,309,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,981,167
Net investment gain or loss from common/collective trusts	2019-12-31	$909,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,172,429
Employer contributions (assets) at end of year	2019-12-31	$23,314
Employer contributions (assets) at beginning of year	2019-12-31	$23,056
Income. Dividends from common stock	2019-12-31	$212,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,260,753
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SKIBBIE CPA INC.
Accountancy firm EIN	2019-12-31	270851321
2018 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$3,306,638
Total of all expenses incurred	2018-12-31	$1,124,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,090,728
Expenses. Certain deemed distributions of participant loans	2018-12-31	$964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,272,925
Value of total assets at end of year	2018-12-31	$14,361,290
Value of total assets at beginning of year	2018-12-31	$12,179,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,720
Total interest from all sources	2018-12-31	$19,324
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$119,846
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	$14,241,428
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
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	$2,976,305
Participant contributions at end of year	2018-12-31	$230,121
Participant contributions at beginning of year	2018-12-31	$173,045
Participant contributions at end of year	2018-12-31	$49,000
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$175,357
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$23,538
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	$2,182,226
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,361,290
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,179,064
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	$9,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,039,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,984,430
Interest on participant loans	2018-12-31	$10,648
Interest earned on other investments	2018-12-31	$8,676
Value of interest in common/collective trusts at end of year	2018-12-31	$3,709,087
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,309,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,021,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,174,367
Net investment gain/loss from pooled separate accounts	2018-12-31	$330,777
Net investment gain or loss from common/collective trusts	2018-12-31	$-261,867
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	No
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	$1,121,263
Employer contributions (assets) at end of year	2018-12-31	$23,056
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$119,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,090,728
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	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	No
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	SCOTT SKIBBIE,INC
Accountancy firm EIN	2018-12-31	270851321
2017 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$5,247,485
Total of all expenses incurred	2017-12-31	$717,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$692,929
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,743,999
Value of total assets at end of year	2017-12-31	$12,179,064
Value of total assets at beginning of year	2017-12-31	$7,648,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$21,321
Total interest from all sources	2017-12-31	$13,564
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	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$2,408,514
Participant contributions at end of year	2017-12-31	$173,045
Participant contributions at beginning of year	2017-12-31	$163,758
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$377,927
Administrative expenses (other) incurred	2017-12-31	$21,321
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	$4,530,236
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,179,064
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,648,828
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,984,430
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,919,839
Interest on participant loans	2017-12-31	$8,392
Interest earned on other investments	2017-12-31	$5,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,021,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$565,231
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,489,922
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	No
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	$957,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$692,929
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	No
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	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2017-12-31	270851321
2016 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,144,338
Total of all expenses incurred	2016-12-31	$873,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$843,857
Value of total corrective distributions	2016-12-31	$5,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,725,438
Value of total assets at end of year	2016-12-31	$7,648,828
Value of total assets at beginning of year	2016-12-31	$5,377,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,033
Total interest from all sources	2016-12-31	$4,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,687,429
Participant contributions at end of year	2016-12-31	$163,758
Participant contributions at beginning of year	2016-12-31	$83,984
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$345,035
Other income not declared elsewhere	2016-12-31	$3,696
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	$2,270,954
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,648,828
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,377,874
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 pooled separate accounts at end of year	2016-12-31	$6,919,839
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,048,208
Interest on participant loans	2016-12-31	$4,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$565,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$245,682
Net investment gain/loss from pooled separate accounts	2016-12-31	$410,749
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	$692,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$843,857
Contract administrator fees	2016-12-31	$24,033
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	SCOTT SKIBBIE, INC
Accountancy firm EIN	2016-12-31	270851321
2015 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$184
Total income from all sources (including contributions)	2015-12-31	$1,565,465
Total of all expenses incurred	2015-12-31	$279,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$256,409
Value of total corrective distributions	2015-12-31	$184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,619,259
Value of total assets at end of year	2015-12-31	$5,377,874
Value of total assets at beginning of year	2015-12-31	$4,091,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,542
Total interest from all sources	2015-12-31	$3,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$4,007
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$829,763
Participant contributions at end of year	2015-12-31	$83,984
Participant contributions at beginning of year	2015-12-31	$87,128
Participant contributions at beginning of year	2015-12-31	$51,210
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$25
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$338,675
Other income not declared elsewhere	2015-12-31	$1,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,286,330
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,377,874
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,091,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$18,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,929,079
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,048,208
Interest on participant loans	2015-12-31	$3,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$245,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1
Net investment gain/loss from pooled separate accounts	2015-12-31	$-58,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$450,821
Employer contributions (assets) at beginning of year	2015-12-31	$24,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$256,409
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$184
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCOTT SKIBBIE, INC
Accountancy firm EIN	2015-12-31	270851321
2014 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,323,918
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$83,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$65,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,158,148
Value of total assets at end of year	2014-12-31	$4,091,728
Value of total assets at beginning of year	2014-12-31	$2,850,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,331
Total interest from all sources	2014-12-31	$1,932
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$410,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$640,433
Participant contributions at end of year	2014-12-31	$87,128
Participant contributions at beginning of year	2014-12-31	$9,677
Participant contributions at end of year	2014-12-31	$51,210
Participant contributions at beginning of year	2014-12-31	$40,500
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$25
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$190,933
Other income not declared elsewhere	2014-12-31	$2,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,240,602
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,091,544
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,850,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$17,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,929,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,780,365
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$1,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$161,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$326,782
Employer contributions (assets) at end of year	2014-12-31	$24,285
Employer contributions (assets) at beginning of year	2014-12-31	$20,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$65,985
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	2014-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$184
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2014-12-31	270851321
2013 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,088,715
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$154,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$133,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$674,291
Value of total assets at end of year	2013-12-31	$2,850,942
Value of total assets at beginning of year	2013-12-31	$1,916,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,452
Total interest from all sources	2013-12-31	$322
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$125,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$438,129
Participant contributions at end of year	2013-12-31	$9,677
Participant contributions at beginning of year	2013-12-31	$4,958
Participant contributions at end of year	2013-12-31	$40,500
Participant contributions at beginning of year	2013-12-31	$39,500
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$49,165
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$934,292
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,850,942
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,916,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$20,452
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,780,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,546,175
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$414,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$186,997
Employer contributions (assets) at end of year	2013-12-31	$20,400
Employer contributions (assets) at beginning of year	2013-12-31	$325,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$133,971
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	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2013-12-31	270851321
2012 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,024,496
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$178,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$165,508
Expenses. Certain deemed distributions of participant loans	2012-12-31	$7,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$886,458
Value of total assets at end of year	2012-12-31	$1,916,650
Value of total assets at beginning of year	2012-12-31	$1,070,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,798
Total interest from all sources	2012-12-31	$592
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$195,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$292,253
Participant contributions at end of year	2012-12-31	$4,958
Participant contributions at beginning of year	2012-12-31	$13,390
Participant contributions at end of year	2012-12-31	$39,500
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$75,000
Total non interest bearing cash at end of year	2012-12-31	$24
Total non interest bearing cash at beginning of year	2012-12-31	$4,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$846,100
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,916,650
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,070,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$5,798
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,546,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,052,591
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$137,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$519,205
Employer contributions (assets) at end of year	2012-12-31	$325,993
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$165,508
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCOTT SKIBBIE, INC.
Accountancy firm EIN	2012-12-31	270851321

Form 5500 Responses for CAREHERE, LLC 401(K) PROFIT SHARING PLAN

2020: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAREHERE, LLC 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513175

Policy instance

Insurance contract or identification number	513175
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513175

Policy instance

Insurance contract or identification number	513175
Number of Individuals Covered	538
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331/513175

Policy instance

Insurance contract or identification number	803331/513175
Number of Individuals Covered	525
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331

Policy instance

Insurance contract or identification number	803331
Number of Individuals Covered	439
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $23,502
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,502
Insurance broker organization code?	3
Insurance broker name	MARSH INS AGENCY & INVESTMENTS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331-000

Policy instance

Insurance contract or identification number	803331-000
Number of Individuals Covered	281
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $14,703
Total amount of fees paid to insurance company	USD $2,188
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,274
Insurance broker organization code?	3
Amount paid for insurance broker fees	1650
Insurance broker name	ACCESS RETIREMENT SERVICES, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331-000

Policy instance

Insurance contract or identification number	803331-000
Number of Individuals Covered	260
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,996
Total amount of fees paid to insurance company	USD $1,596
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,996
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ACCESS RETIREMENT SERVICES, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331-000

Policy instance

Insurance contract or identification number	803331-000
Number of Individuals Covered	260
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,048
Total amount of fees paid to insurance company	USD $2,956
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,048
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ACCESS RETIREMENT SERVICES, LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803331-000

Policy instance

Insurance contract or identification number	803331-000
Number of Individuals Covered	248
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $9,125
Total amount of fees paid to insurance company	USD $3,683
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,125
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	ACCESS RETIREMENT SERVICES, LLC

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See full terms and conditions

Company Name:	CAREHERE, LLC
Employer identification number (EIN):	542138297
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2009-07-01
Company Identification Number:	0801139436
Legal Registered Office Address:	5500 MARYLAND WAY STE 120 BRENTWOOD United States of America (USA) 37027