Logo

HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN
Plan identification number 001

HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HEALTH INTEGRATED, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH INTEGRATED, INC.
Employer identification number (EIN):861052333
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about HEALTH INTEGRATED, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-05-26
Company Identification Number: 0802222127
Legal Registered Office Address: 2917 SAINT ANDREWS BLVD

TARPON SPGS
United States of America (USA)
34688

More information about HEALTH INTEGRATED, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01PRESTON KAVANAGH2020-07-31
0012018-01-01
0012017-01-01PRESTON KAVANAGH
0012015-01-01DANA MARANZANA
0012014-01-01GENE MAGRINI
0012013-01-01KIM BOULAHANIS
0012012-01-01SHARON SHIRLEY

Plan Statistics for HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN

Measure Date Value
2018: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01488
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01595
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0194
Number of other retired or separated participants entitled to future benefits2017-01-01394
Total of all active and inactive participants2017-01-01488
Total participants2017-01-01488
Number of participants with account balances2017-01-01482
2015: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01352
Total number of active participants reported on line 7a of the Form 55002015-01-01343
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-01491
Total participants2015-01-01491
Number of participants with account balances2015-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0155
2014: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01313
Total number of active participants reported on line 7a of the Form 55002014-01-01222
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01319
Number of participants with account balances2014-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0148
2013: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01313
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01225
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01250
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122

Financial Data on HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN

Measure Date Value
2018 : HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$14,842
Total income from all sources (including contributions)2018-12-31$4,162
Total of all expenses incurred2018-12-31$4,878,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,833,916
Value of total assets at end of year2018-12-31$54,594
Value of total assets at beginning of year2018-12-31$4,914,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,689
Total interest from all sources2018-12-31$148
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$0
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$8,713
Participant contributions at beginning of year2018-12-31$95,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,874,443
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,594
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,914,195
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,370,795
Interest on participant loans2018-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$45,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$447,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$4,014
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,833,916
Contract administrator fees2018-12-31$44,689
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 PBGC2018-12-31Yes
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 name2018-12-31FRSCPA, PLLC
Accountancy firm EIN2018-12-31592482214
2017 : HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,689,196
Total of all expenses incurred2017-12-31$1,152,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,082,337
Expenses. Certain deemed distributions of participant loans2017-12-31$28,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,006,698
Value of total assets at end of year2017-12-31$4,914,195
Value of total assets at beginning of year2017-12-31$4,377,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,477
Total interest from all sources2017-12-31$4,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$771,893
Participant contributions at end of year2017-12-31$95,780
Participant contributions at beginning of year2017-12-31$112,522
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,915
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$536,727
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,914,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,377,468
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$4,370,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,969,619
Income. Interest from loans (other than to participants)2017-12-31$4,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$447,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$295,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$677,607
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$143,890
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,082,337
Contract administrator fees2017-12-31$41,477
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 name2017-12-31FRSCPA, PLLC
Accountancy firm EIN2017-12-31592482214
2015 : HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,138
Total income from all sources (including contributions)2015-12-31$1,158,411
Total of all expenses incurred2015-12-31$676,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,732
Expenses. Certain deemed distributions of participant loans2015-12-31$15,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,201,767
Value of total assets at end of year2015-12-31$4,002,478
Value of total assets at beginning of year2015-12-31$3,530,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,434
Total interest from all sources2015-12-31$3,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$920,479
Participant contributions at end of year2015-12-31$100,437
Participant contributions at beginning of year2015-12-31$77,411
Participant contributions at end of year2015-12-31$33,442
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$101,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$9,138
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$481,551
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,002,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,520,927
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$18,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,614,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,266,976
Interest on participant loans2015-12-31$3,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$246,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$185,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,322
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$179,882
Employer contributions (assets) at end of year2015-12-31$7,309
Employer contributions (assets) at beginning of year2015-12-31$210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,732
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 name2015-12-31FRSCPA, PLLC
Accountancy firm EIN2015-12-31592482214
2014 : HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,138
Total income from all sources (including contributions)2014-12-31$1,063,968
Total of all expenses incurred2014-12-31$790,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$766,296
Expenses. Certain deemed distributions of participant loans2014-12-31$8,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,539
Value of total assets at end of year2014-12-31$3,530,065
Value of total assets at beginning of year2014-12-31$3,247,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,381
Total interest from all sources2014-12-31$3,803
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$672,488
Participant contributions at end of year2014-12-31$77,411
Participant contributions at beginning of year2014-12-31$89,706
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$9,138
Other income not declared elsewhere2014-12-31$45
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$273,730
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,520,927
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,247,197
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$15,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,266,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,992,370
Interest on participant loans2014-12-31$3,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$185,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$164,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$213,711
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$141,304
Employer contributions (assets) at end of year2014-12-31$210
Employer contributions (assets) at beginning of year2014-12-31$210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$766,296
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 name2014-12-31FRSCPA,PLLC
Accountancy firm EIN2014-12-31592482214
2013 : HEALTH INTEGRATED, INC. 401(K) SAVINGS 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$928
Total income from all sources (including contributions)2013-12-31$1,260,889
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$583,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$581,122
Expenses. Certain deemed distributions of participant loans2013-12-31$2,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$803,378
Value of total assets at end of year2013-12-31$3,247,197
Value of total assets at beginning of year2013-12-31$2,571,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$4,224
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$100,000
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$617,458
Participant contributions at end of year2013-12-31$89,706
Participant contributions at beginning of year2013-12-31$76,183
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$928
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$677,098
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,247,197
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,570,099
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,992,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,314,074
Income. Interest from loans (other than to participants)2013-12-31$4,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$164,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$180,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$450,532
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$127,503
Employer contributions (assets) at end of year2013-12-31$210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$581,122
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 name2013-12-31FOELGNER RONZ & STRAW, PA
Accountancy firm EIN2013-12-31592482214
2012 : HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,221,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$928
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$754,953
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$406,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$400,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$630,239
Value of total assets at end of year2012-12-31$2,571,027
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,962
Total interest from all sources2012-12-31$5,682
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$100,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$525,725
Participant contributions at end of year2012-12-31$76,183
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$928
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$348,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,570,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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$5,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,314,074
Interest on participant loans2012-12-31$2,709
Interest earned on other investments2012-12-31$2,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$180,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$119,032
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$98,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$400,632
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 name2012-12-31FOELGNER, RONZ & STRAW PA
Accountancy firm EIN2012-12-31592482214

Form 5500 Responses for HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN

2018: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HEALTH INTEGRATED, INC. 401(K) SAVINGS 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
2015: HEALTH INTEGRATED, INC. 401(K) SAVINGS 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: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HEALTH INTEGRATED, INC. 401(K) SAVINGS 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: HEALTH INTEGRATED, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Total amount of commissions paid to insurance brokerUSD $8,978
Total amount of fees paid to insurance companyUSD $1,235
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 $8,978
Insurance broker organization code?3
Amount paid for insurance broker fees1235
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Total amount of commissions paid to insurance brokerUSD $16,208
Total amount of fees paid to insurance companyUSD $23,108
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
Amount paid for insurance broker fees23108
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $16,208
Insurance broker nameTBS AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Number of Individuals Covered491
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
Insurance broker organization code?3
Insurance broker nameMARTIN, MARTIN, RANDALL & ASSC. INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Number of Individuals Covered263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,766
Total amount of fees paid to insurance companyUSD $1,674
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,766
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1674
Insurance broker nameMARTIN, MARTIN, RANDALL & ASSC. INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Number of Individuals Covered249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,763
Total amount of fees paid to insurance companyUSD $1,376
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?Yes
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
Commission paid to Insurance BrokerUSD $9,763
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1376
Insurance broker nameMARTIN, MARTIN, RANDALL & ASSC. INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342135
Policy instance 1
Insurance contract or identification number342135
Number of Individuals Covered211
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,397
Total amount of fees paid to insurance companyUSD $582
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?Yes
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
Amount paid for insurance broker fees582
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,397
Insurance broker nameTBS AGENCY INC.

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1