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

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

CAREHERE, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01ANGIE SOWERS
0012016-01-01LAURIE MATHIS
0012015-01-01LAURIE MATHIS
0012014-01-01BEN BAKER
0012013-01-01BEN BAKER
0012012-01-01BEN BAKER
0012011-01-01BEN BAKER2012-07-18
0012010-01-01BEN BAKER2011-07-21

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-year2020-01-011,077
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,212
Total number of active participants reported on line 7a of the Form 55002019-01-01977
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,067
Number of participants with account balances2019-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,179
Total number of active participants reported on line 7a of the Form 55002018-01-011,089
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,196
Number of participants with account balances2018-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,008
Total number of active participants reported on line 7a of the Form 55002017-01-011,090
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,137
Number of participants with account balances2017-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01447
Total number of active participants reported on line 7a of the Form 55002016-01-01943
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01984
Number of participants with account balances2016-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01352
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01420
Total participants2015-01-01420
Number of participants with account balances2015-01-01281
2014: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01317
Number of participants with account balances2014-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01263
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01246
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01248
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

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 plan2020-12-31$25,871,395
Total income from all sources (including contributions)2020-12-31$8,384,861
Total of all expenses incurred2020-12-31$2,164,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,091,291
Value of total corrective distributions2020-12-31$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 year2020-12-31$0
Value of total assets at beginning of year2020-12-31$19,651,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,947
Total interest from all sources2020-12-31$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 year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,407,994
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$341,477
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$601
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,656,380
Interest on participant loans2020-12-31$20,260
Interest earned on other investments2020-12-31$13,724
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$6,060,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 trusts2020-12-31$1,100,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,235,525
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$23,314
Income. Dividends from common stock2020-12-31$171,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SKIBBIE CPA INC.
Accountancy firm EIN2020-12-31270851321
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 incurred2019-12-31$2,397,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,260,753
Expenses. Certain deemed distributions of participant loans2019-12-31$34,845
Value of total corrective distributions2019-12-31$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 year2019-12-31$19,651,441
Value of total assets at beginning of year2019-12-31$14,361,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,906
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,070,191
Participant contributions at end of year2019-12-31$341,477
Participant contributions at beginning of year2019-12-31$230,121
Participant contributions at end of year2019-12-31$50,000
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,160
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$47,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,656,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,039,268
Interest on participant loans2019-12-31$12,271
Interest earned on other investments2019-12-31$11,973
Value of interest in common/collective trusts at end of year2019-12-31$6,060,661
Value of interest in common/collective trusts at beginning of year2019-12-31$3,709,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,519,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 trusts2019-12-31$909,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,172,429
Employer contributions (assets) at end of year2019-12-31$23,314
Employer contributions (assets) at beginning of year2019-12-31$23,056
Income. Dividends from common stock2019-12-31$212,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SKIBBIE CPA INC.
Accountancy firm EIN2019-12-31270851321
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 incurred2018-12-31$1,124,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,090,728
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$14,361,290
Value of total assets at beginning of year2018-12-31$12,179,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,720
Total interest from all sources2018-12-31$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 year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$14,241,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,976,305
Participant contributions at end of year2018-12-31$230,121
Participant contributions at beginning of year2018-12-31$173,045
Participant contributions at end of year2018-12-31$49,000
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$1,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,039,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,984,430
Interest on participant loans2018-12-31$10,648
Interest earned on other investments2018-12-31$8,676
Value of interest in common/collective trusts at end of year2018-12-31$3,709,087
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,309,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,021,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,174,367
Net investment gain/loss from pooled separate accounts2018-12-31$330,777
Net investment gain or loss from common/collective trusts2018-12-31$-261,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,121,263
Employer contributions (assets) at end of year2018-12-31$23,056
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$119,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCOTT SKIBBIE,INC
Accountancy firm EIN2018-12-31270851321
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 incurred2017-12-31$717,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$692,929
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$12,179,064
Value of total assets at beginning of year2017-12-31$7,648,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,321
Total interest from all sources2017-12-31$13,564
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$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,408,514
Participant contributions at end of year2017-12-31$173,045
Participant contributions at beginning of year2017-12-31$163,758
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$377,927
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,984,430
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,919,839
Interest on participant loans2017-12-31$8,392
Interest earned on other investments2017-12-31$5,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,021,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$565,231
Net investment gain/loss from pooled separate accounts2017-12-31$1,489,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$957,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$692,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2017-12-31270851321
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 incurred2016-12-31$873,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$843,857
Value of total corrective distributions2016-12-31$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 year2016-12-31$7,648,828
Value of total assets at beginning of year2016-12-31$5,377,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,033
Total interest from all sources2016-12-31$4,455
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$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,687,429
Participant contributions at end of year2016-12-31$163,758
Participant contributions at beginning of year2016-12-31$83,984
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$345,035
Other income not declared elsewhere2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,919,839
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,048,208
Interest on participant loans2016-12-31$4,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$565,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$245,682
Net investment gain/loss from pooled separate accounts2016-12-31$410,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$692,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$843,857
Contract administrator fees2016-12-31$24,033
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCOTT SKIBBIE, INC
Accountancy firm EIN2016-12-31270851321
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 incurred2015-12-31$279,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$256,409
Value of total corrective distributions2015-12-31$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 year2015-12-31$5,377,874
Value of total assets at beginning of year2015-12-31$4,091,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,542
Total interest from all sources2015-12-31$3,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,007
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$829,763
Participant contributions at end of year2015-12-31$83,984
Participant contributions at beginning of year2015-12-31$87,128
Participant contributions at beginning of year2015-12-31$51,210
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$338,675
Other income not declared elsewhere2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,929,079
Value of interest in pooled separate accounts at end of year2015-12-31$5,048,208
Interest on participant loans2015-12-31$3,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$245,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1
Net investment gain/loss from pooled separate accounts2015-12-31$-58,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$450,821
Employer contributions (assets) at beginning of year2015-12-31$24,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$256,409
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$184
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCOTT SKIBBIE, INC
Accountancy firm EIN2015-12-31270851321
2014 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$83,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$4,091,728
Value of total assets at beginning of year2014-12-31$2,850,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,331
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$410,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$640,433
Participant contributions at end of year2014-12-31$87,128
Participant contributions at beginning of year2014-12-31$9,677
Participant contributions at end of year2014-12-31$51,210
Participant contributions at beginning of year2014-12-31$40,500
Assets. Other investments not covered elsewhere at end of year2014-12-31$25
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$190,933
Other income not declared elsewhere2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,929,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,780,365
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$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 year2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$326,782
Employer contributions (assets) at end of year2014-12-31$24,285
Employer contributions (assets) at beginning of year2014-12-31$20,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$65,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$184
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2014-12-31270851321
2013 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,088,715
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$2,850,942
Value of total assets at beginning of year2013-12-31$1,916,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,452
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$438,129
Participant contributions at end of year2013-12-31$9,677
Participant contributions at beginning of year2013-12-31$4,958
Participant contributions at end of year2013-12-31$40,500
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,780,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,546,175
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$186,997
Employer contributions (assets) at end of year2013-12-31$20,400
Employer contributions (assets) at beginning of year2013-12-31$325,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$133,971
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-12-31270851321
2012 : CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,024,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$178,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$165,508
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$1,916,650
Value of total assets at beginning of year2012-12-31$1,070,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,798
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$195,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$292,253
Participant contributions at end of year2012-12-31$4,958
Participant contributions at beginning of year2012-12-31$13,390
Participant contributions at end of year2012-12-31$39,500
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$24
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,546,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,052,591
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$519,205
Employer contributions (assets) at end of year2012-12-31$325,993
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$165,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2012-12-31270851321

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

2020: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAREHERE, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513175
Policy instance 1
Insurance contract or identification number513175
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number513175
Policy instance 1
Insurance contract or identification number513175
Number of Individuals Covered538
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number803331/513175
Policy instance 1
Insurance contract or identification number803331/513175
Number of Individuals Covered525
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number803331
Policy instance 1
Insurance contract or identification number803331
Number of Individuals Covered439
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $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 BrokerUSD $23,502
Insurance broker organization code?3
Insurance broker nameMARSH INS AGENCY & INVESTMENTS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803331-000
Policy instance 1
Insurance contract or identification number803331-000
Number of Individuals Covered281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,703
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $8,274
Insurance broker organization code?3
Amount paid for insurance broker fees1650
Insurance broker nameACCESS RETIREMENT SERVICES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803331-000
Policy instance 1
Insurance contract or identification number803331-000
Number of Individuals Covered260
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,996
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,996
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameACCESS RETIREMENT SERVICES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803331-000
Policy instance 1
Insurance contract or identification number803331-000
Number of Individuals Covered260
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,048
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,048
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameACCESS RETIREMENT SERVICES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803331-000
Policy instance 1
Insurance contract or identification number803331-000
Number of Individuals Covered248
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,125
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,125
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameACCESS RETIREMENT SERVICES, LLC

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