401k Plan data: BRAVO WELLNESS, LLC 401(K) PLAN plan

BRAVO WELLNESS, LLC 401(K) PLAN 401k Plan overview

Plan Name	BRAVO WELLNESS, LLC 401(K) PLAN
Plan identification number	001

BRAVO WELLNESS, LLC 401(K) 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.
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

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

Company Name: BRAVO WELLNESS, LLC

Employer identification number (EIN): 611739182

NAIC Classification: 812190

Additional information about BRAVO WELLNESS, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2008-07-30

Company Identification Number: 1796969

Legal Registered Office Address: 26600 DETROIT ROAD
-
CLEVELAND
United States of America (USA)
44145

More information about BRAVO WELLNESS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRAVO WELLNESS, LLC 401(K) 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 2017-01-01 JAMES PSHOCK
001 2016-01-01 JAMES PSHOCK
001 2015-01-01 JAMES PSHOCK

Plan Statistics for BRAVO WELLNESS, LLC 401(K) PLAN

401k plan membership statisitcs for BRAVO WELLNESS, LLC 401(K) PLAN

Measure Date Value
2020: BRAVO WELLNESS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 217
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 69
Total of all active and inactive participants 2020-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 286
Number of participants with account balances 2020-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: BRAVO WELLNESS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 153
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 221
Number of participants with account balances 2019-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: BRAVO WELLNESS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
Number of other retired or separated participants entitled to future benefits 2018-01-01 51
Total of all active and inactive participants 2018-01-01 206
Total participants 2018-01-01 206
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: BRAVO WELLNESS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 137
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 52
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: BRAVO WELLNESS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 190
Total participants 2016-01-01 190
Number of participants with account balances 2016-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRAVO WELLNESS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
Number of other retired or separated participants entitled to future benefits 2015-01-01 46
Total of all active and inactive participants 2015-01-01 209
Total participants 2015-01-01 209
Number of participants with account balances 2015-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: BRAVO WELLNESS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	217
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	69
Total of all active and inactive participants	2020-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	286
Number of participants with account balances	2020-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: BRAVO WELLNESS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	153
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	221
Number of participants with account balances	2019-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: BRAVO WELLNESS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
Number of other retired or separated participants entitled to future benefits	2018-01-01	51
Total of all active and inactive participants	2018-01-01	206
Total participants	2018-01-01	206
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: BRAVO WELLNESS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	137
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	52
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: BRAVO WELLNESS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	190
Total participants	2016-01-01	190
Number of participants with account balances	2016-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRAVO WELLNESS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
Number of other retired or separated participants entitled to future benefits	2015-01-01	46
Total of all active and inactive participants	2015-01-01	209
Total participants	2015-01-01	209
Number of participants with account balances	2015-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BRAVO WELLNESS, LLC 401(K) PLAN

Measure	Date	Value
2020 : BRAVO WELLNESS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,065,296
Total of all expenses incurred	2020-12-31	$387,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$380,512
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$706,090
Value of total assets at end of year	2020-12-31	$4,737,420
Value of total assets at beginning of year	2020-12-31	$4,059,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,314
Total interest from all sources	2020-12-31	$5,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	No
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	$688,786
Participant contributions at end of year	2020-12-31	$60,817
Participant contributions at beginning of year	2020-12-31	$75,679
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,304
Administrative expenses (other) incurred	2020-12-31	$464
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	$677,826
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,737,420
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,059,594
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	$1,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,565,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,938,675
Interest on participant loans	2020-12-31	$3,884
Interest earned on other investments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$111,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$45,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$354,041
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$380,512
Did the plan have assets held for investment	2020-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : BRAVO WELLNESS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,234,661
Total of all expenses incurred	2019-12-31	$763,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$745,982
Expenses. Certain deemed distributions of participant loans	2019-12-31	$822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$644,113
Value of total assets at end of year	2019-12-31	$4,059,594
Value of total assets at beginning of year	2019-12-31	$3,588,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,757
Total interest from all sources	2019-12-31	$4,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
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	$620,396
Participant contributions at end of year	2019-12-31	$75,679
Participant contributions at beginning of year	2019-12-31	$64,167
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,717
Other income not declared elsewhere	2019-12-31	$66
Administrative expenses (other) incurred	2019-12-31	$8,686
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	$471,100
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,059,594
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,588,494
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,938,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,223,991
Interest on participant loans	2019-12-31	$3,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$45,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$42,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$586,476
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
Employer contributions (assets) at beginning of year	2019-12-31	$257,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$745,982
Contract administrator fees	2019-12-31	$8,071
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	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : BRAVO WELLNESS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$573,931
Total of all expenses incurred	2018-12-31	$290,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$281,374
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$845,058
Value of total assets at end of year	2018-12-31	$3,588,494
Value of total assets at beginning of year	2018-12-31	$3,304,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,303
Total interest from all sources	2018-12-31	$2,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$4,303
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$548,053
Participant contributions at end of year	2018-12-31	$64,167
Participant contributions at beginning of year	2018-12-31	$35,082
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$39,467
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	$283,646
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,588,494
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,304,848
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,223,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,994,421
Interest on participant loans	2018-12-31	$2,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$42,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$41,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-274,119
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	$257,538
Employer contributions (assets) at end of year	2018-12-31	$257,548
Employer contributions (assets) at beginning of year	2018-12-31	$234,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$281,374
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	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : BRAVO WELLNESS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$968,938
Total of all expenses incurred	2017-12-31	$549,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$532,849
Expenses. Certain deemed distributions of participant loans	2017-12-31	$10,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$630,923
Value of total assets at end of year	2017-12-31	$3,304,848
Value of total assets at beginning of year	2017-12-31	$2,885,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,200
Total interest from all sources	2017-12-31	$2,141
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	$350,000
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	$393,495
Participant contributions at end of year	2017-12-31	$35,082
Participant contributions at beginning of year	2017-12-31	$55,670
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	$419,446
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,304,848
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,885,402
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,994,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,598,467
Interest on participant loans	2017-12-31	$2,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$41,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$30,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$335,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$237,428
Employer contributions (assets) at end of year	2017-12-31	$234,287
Employer contributions (assets) at beginning of year	2017-12-31	$200,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$532,849
Contract administrator fees	2017-12-31	$6,200
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	CORRIGAN KRAUSE
Accountancy firm EIN	2017-12-31	371574855
2016 : BRAVO WELLNESS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$787,585
Total of all expenses incurred	2016-12-31	$348,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$333,417
Expenses. Certain deemed distributions of participant loans	2016-12-31	$6,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$584,492
Value of total assets at end of year	2016-12-31	$2,885,402
Value of total assets at beginning of year	2016-12-31	$2,446,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,449
Total interest from all sources	2016-12-31	$1,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$8,449
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$383,669
Participant contributions at end of year	2016-12-31	$55,670
Participant contributions at beginning of year	2016-12-31	$28,599
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	$439,399
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,885,402
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,446,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,598,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,128,211
Interest on participant loans	2016-12-31	$1,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$30,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$201,476
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	Yes
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	$200,823
Employer contributions (assets) at end of year	2016-12-31	$200,655
Employer contributions (assets) at beginning of year	2016-12-31	$275,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$333,417
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	CORRIGAN KRAUSE
Accountancy firm EIN	2016-12-31	371574855
2015 : BRAVO WELLNESS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$650,282
Total of all expenses incurred	2015-12-31	$155,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$130,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$673,773
Value of total assets at end of year	2015-12-31	$2,446,003
Value of total assets at beginning of year	2015-12-31	$1,951,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,640
Total interest from all sources	2015-12-31	$1,035
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,082
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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	$396,664
Participant contributions at end of year	2015-12-31	$28,599
Participant contributions at beginning of year	2015-12-31	$30,429
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$13,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$494,986
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,446,003
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,951,017
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,128,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,696,144
Interest on participant loans	2015-12-31	$1,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-34,608
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	Yes
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	$277,109
Employer contributions (assets) at end of year	2015-12-31	$275,999
Employer contributions (assets) at beginning of year	2015-12-31	$211,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$130,656
Contract administrator fees	2015-12-31	$24,640
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	2015-12-31	Yes
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	CORRIGAN KRAUSE
Accountancy firm EIN	2015-12-31	371574855

Form 5500 Responses for BRAVO WELLNESS, LLC 401(K) PLAN

2020: BRAVO WELLNESS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: BRAVO WELLNESS, LLC 401(K) 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: BRAVO WELLNESS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: BRAVO WELLNESS, LLC 401(K) 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: BRAVO WELLNESS, LLC 401(K) 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: BRAVO WELLNESS, LLC 401(K) 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813580

Policy instance

Insurance contract or identification number	813580
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $1,967
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813580

Policy instance

Insurance contract or identification number	813580
Number of Individuals Covered	207
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $1,826
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1826
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813580

Policy instance

Insurance contract or identification number	813580
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $1,614
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1614
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813580

Policy instance

Insurance contract or identification number	813580
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $1,417
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	1417
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5
Insurance broker name	NATIONAL ASSOCIATES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813580

Policy instance

Insurance contract or identification number	813580
Number of Individuals Covered	180
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $7,430
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	7430
Additional information about fees paid to insurance broker	TPA PARTNERSHIP/ALLIANCE PROGRAM
Insurance broker organization code?	5
Insurance broker name	NATIONAL ASSOCIATES, INC.

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Company Name:	BRAVO WELLNESS, LLC
Employer identification number (EIN):	611739182
NAIC Classification:	812190

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2008-07-30
Company Identification Number:	1796969
Legal Registered Office Address:	26600 DETROIT ROAD - CLEVELAND United States of America (USA) 44145