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AVALON HEALTH CARE, INC. 401(K) PLAN 401k Plan overview

Plan NameAVALON HEALTH CARE, INC. 401(K) PLAN
Plan identification number 001

AVALON HEALTH CARE, INC. 401(K) 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

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

Company Name:AVALON HEALTH CARE, INC.
Employer identification number (EIN):870462037
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RYAN NELSON
0012023-01-01RYAN D NELSON
0012023-01-01RYAN D NELSON
0012023-01-01RYAN D NELSON
0012022-01-01
0012022-01-01RYAN D NELSON
0012021-01-01
0012021-01-01CAROLINE MCKENZIE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BYRON KIRTON
0012016-01-01BYRON KIRTON
0012015-01-01BYRON KIRTON
0012014-01-01DENNIS HANSEN
0012013-01-01DENNIS HANSEN
0012012-01-01DAVID SLAWSON
0012011-01-01DAVID SLAWSON
0012009-01-01THOMAS PAGET THOMAS PAGET2010-10-14

Plan Statistics for AVALON HEALTH CARE, INC. 401(K) PLAN

401k plan membership statisitcs for AVALON HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2022: AVALON HEALTH CARE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,397
Total number of active participants reported on line 7a of the Form 55002022-01-013,980
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,181
Total of all active and inactive participants2022-01-016,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016,161
Number of participants with account balances2022-01-015,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AVALON HEALTH CARE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,012
Total number of active participants reported on line 7a of the Form 55002021-01-014,170
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,433
Total of all active and inactive participants2021-01-016,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016,603
Number of participants with account balances2021-01-015,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVALON HEALTH CARE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,996
Total number of active participants reported on line 7a of the Form 55002020-01-014,795
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,409
Total of all active and inactive participants2020-01-016,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,204
Number of participants with account balances2020-01-015,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVALON HEALTH CARE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,574
Total number of active participants reported on line 7a of the Form 55002019-01-015,149
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,628
Total of all active and inactive participants2019-01-016,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016,777
Number of participants with account balances2019-01-015,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVALON HEALTH CARE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,043
Total number of active participants reported on line 7a of the Form 55002018-01-016,087
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,452
Total of all active and inactive participants2018-01-018,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018,539
Number of participants with account balances2018-01-017,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVALON HEALTH CARE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,026
Total number of active participants reported on line 7a of the Form 55002017-01-015,362
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,068
Total of all active and inactive participants2017-01-016,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,430
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVALON HEALTH CARE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,245
Total number of active participants reported on line 7a of the Form 55002016-01-014,721
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,919
Total of all active and inactive participants2016-01-016,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,640
Number of participants with account balances2016-01-015,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVALON HEALTH CARE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,380
Total number of active participants reported on line 7a of the Form 55002015-01-015,503
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-011,738
Total of all active and inactive participants2015-01-017,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-017,267
Number of participants with account balances2015-01-014,985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AVALON HEALTH CARE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,022
Total number of active participants reported on line 7a of the Form 55002014-01-014,878
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01650
Total of all active and inactive participants2014-01-015,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,528
Number of participants with account balances2014-01-013,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AVALON HEALTH CARE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,400
Total number of active participants reported on line 7a of the Form 55002013-01-014,576
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01381
Total of all active and inactive participants2013-01-014,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,965
Number of participants with account balances2013-01-012,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AVALON HEALTH CARE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,524
Total number of active participants reported on line 7a of the Form 55002012-01-013,641
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-013,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,753
Number of participants with account balances2012-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AVALON HEALTH CARE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,206
Total number of active participants reported on line 7a of the Form 55002011-01-013,584
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01305
Total of all active and inactive participants2011-01-013,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,889
Number of participants with account balances2011-01-011,116
2009: AVALON HEALTH CARE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,488
Total number of active participants reported on line 7a of the Form 55002009-01-013,574
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01249
Total of all active and inactive participants2009-01-013,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,823
Number of participants with account balances2009-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AVALON HEALTH CARE, INC. 401(K) PLAN

Measure Date Value
2023 : AVALON HEALTH CARE, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$5,857,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$9,031,394
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$8,586,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$8,073,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,013,466
Value of total assets at end of year2023-01-01$29,024,612
Value of total assets at beginning of year2023-01-01$34,437,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$512,942
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$93,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$93,436
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,513,284
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$356,409
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$39,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$444,809
Value of net assets at end of year (total assets less liabilities)2023-01-01$29,024,612
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$34,437,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$260,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$6,168,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,058,460
Value of interest in common/collective trusts at end of year2023-01-01$22,856,435
Value of interest in common/collective trusts at beginning of year2023-01-01$26,988,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,335,028
Net investment gain or loss from common/collective trusts2023-01-01$3,589,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$461,100
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$33,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$8,073,643
Contract administrator fees2023-01-01$252,367
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01JONES SIMKINS LLC
Accountancy firm EIN2023-01-01461592906
2022 : AVALON HEALTH CARE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-411,273
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,401,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,789,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,093,056
Value of total assets at end of year2022-12-31$34,437,034
Value of total assets at beginning of year2022-12-31$41,250,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$611,993
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$268,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$268,641
Administrative expenses professional fees incurred2022-12-31$403,574
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,349,572
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$356,409
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$321,395
Administrative expenses (other) incurred2022-12-31$18,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,813,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,437,034
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,250,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$189,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,058,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,958,031
Value of interest in common/collective trusts at end of year2022-12-31$26,988,601
Value of interest in common/collective trusts at beginning of year2022-12-31$31,292,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,775,239
Net investment gain or loss from common/collective trusts2022-12-31$-5,997,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$422,089
Employer contributions (assets) at end of year2022-12-31$33,564
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,789,977
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JONES SIMKINS LLC
Accountancy firm EIN2022-12-31461592906
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-411,273
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$6,401,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,789,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$7,093,056
Value of total assets at end of year2022-01-01$34,437,034
Value of total assets at beginning of year2022-01-01$41,250,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$611,993
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$268,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$268,641
Administrative expenses professional fees incurred2022-01-01$403,574
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$6,349,572
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$356,409
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$321,395
Administrative expenses (other) incurred2022-01-01$18,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,813,243
Value of net assets at end of year (total assets less liabilities)2022-01-01$34,437,034
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$41,250,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$189,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,058,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,958,031
Value of interest in common/collective trusts at end of year2022-01-01$26,988,601
Value of interest in common/collective trusts at beginning of year2022-01-01$31,292,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,775,239
Net investment gain or loss from common/collective trusts2022-01-01$-5,997,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$422,089
Employer contributions (assets) at end of year2022-01-01$33,564
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,789,977
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01JONES SIMKINS LLC
Accountancy firm EIN2022-01-01461592906
2021 : AVALON HEALTH CARE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,341,458
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,822,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,352,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,722,790
Value of total assets at end of year2021-12-31$41,250,277
Value of total assets at beginning of year2021-12-31$34,730,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$469,609
Total interest from all sources2021-12-31$2,881
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$664,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$664,920
Administrative expenses professional fees incurred2021-12-31$25,979
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,822,204
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$41,337
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$-1,206
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$509,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,519,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,250,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,730,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$216,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,958,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,735,451
Interest on participant loans2021-12-31$2,881
Value of interest in common/collective trusts at end of year2021-12-31$31,292,246
Value of interest in common/collective trusts at beginning of year2021-12-31$25,955,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$654,993
Net investment gain or loss from common/collective trusts2021-12-31$3,295,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$390,727
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,352,437
Contract administrator fees2021-12-31$226,712
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JONES SIMKINS LLC
Accountancy firm EIN2021-12-31461592906
2020 : AVALON HEALTH CARE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,771,244
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,311,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,204,020
Value of total assets at end of year2020-12-31$34,730,865
Value of total assets at beginning of year2020-12-31$29,271,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,311,834
Total interest from all sources2020-12-31$190
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$346,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$346,606
Administrative expenses professional fees incurred2020-12-31$4,677,523
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 period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,601,766
Participant contributions at end of year2020-12-31$41,337
Participant contributions at beginning of year2020-12-31$45,854
Participant contributions at end of year2020-12-31$-1,206
Participant contributions at beginning of year2020-12-31$56,440
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$256,536
Administrative expenses (other) incurred2020-12-31$468,608
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$5,459,410
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,730,865
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,271,455
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$165,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,735,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,777,189
Interest on participant loans2020-12-31$190
Value of interest in common/collective trusts at end of year2020-12-31$25,955,283
Value of interest in common/collective trusts at beginning of year2020-12-31$22,392,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$952,901
Net investment gain or loss from common/collective trusts2020-12-31$3,267,527
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$345,718
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$-273
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES SIMKINS LLC
Accountancy firm EIN2020-12-31461592906
2019 : AVALON HEALTH CARE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,127,167
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,820,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,273,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,894,423
Value of total assets at end of year2019-12-31$29,271,455
Value of total assets at beginning of year2019-12-31$22,964,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$547,091
Total interest from all sources2019-12-31$1,418
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$291,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$291,009
Administrative expenses professional fees incurred2019-12-31$16,116
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$5,398,223
Participant contributions at end of year2019-12-31$45,854
Participant contributions at beginning of year2019-12-31$85,026
Participant contributions at end of year2019-12-31$56,440
Participant contributions at beginning of year2019-12-31$117,205
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$184,005
Administrative expenses (other) incurred2019-12-31$383,793
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$6,306,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,271,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,964,597
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$147,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,777,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,866,767
Interest on participant loans2019-12-31$1,418
Value of interest in common/collective trusts at end of year2019-12-31$22,392,245
Value of interest in common/collective trusts at beginning of year2019-12-31$892,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,940,317
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$312,195
Employer contributions (assets) at end of year2019-12-31$-273
Employer contributions (assets) at beginning of year2019-12-31$3,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,273,218
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 name2019-12-31JONES SIMKINS LLC
Accountancy firm EIN2019-12-31461592906
2018 : AVALON HEALTH CARE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$87,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,956,125
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,215,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,855,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,568,728
Value of total assets at end of year2018-12-31$22,964,597
Value of total assets at beginning of year2018-12-31$22,311,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$360,250
Total interest from all sources2018-12-31$7,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,641,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,641,439
Administrative expenses professional fees incurred2018-12-31$19,604
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,739,428
Participant contributions at end of year2018-12-31$85,026
Participant contributions at beginning of year2018-12-31$147,865
Participant contributions at end of year2018-12-31$117,205
Participant contributions at beginning of year2018-12-31$27,070
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$573,830
Administrative expenses (other) incurred2018-12-31$242,518
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$740,621
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,964,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,311,877
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$98,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,866,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,270,177
Interest on participant loans2018-12-31$7,026
Value of interest in common/collective trusts at end of year2018-12-31$892,329
Value of interest in common/collective trusts at beginning of year2018-12-31$865,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,261,068
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$255,470
Employer contributions (assets) at end of year2018-12-31$3,270
Employer contributions (assets) at beginning of year2018-12-31$1,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,855,254
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 name2018-12-31JONES SIMKINS LLC
Accountancy firm EIN2018-12-31461592906
2017 : AVALON HEALTH CARE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,532,432
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,682,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,256,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,950,530
Value of total assets at end of year2017-12-31$22,311,877
Value of total assets at beginning of year2017-12-31$18,462,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$426,011
Total interest from all sources2017-12-31$4,560
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$873,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$873,372
Administrative expenses professional fees incurred2017-12-31$335,362
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$3,819,023
Participant contributions at end of year2017-12-31$147,865
Participant contributions at beginning of year2017-12-31$78,059
Participant contributions at end of year2017-12-31$27,070
Participant contributions at beginning of year2017-12-31$42,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,104,878
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,849,823
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,311,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,462,054
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
Investment advisory and management fees2017-12-31$90,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,270,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,372,746
Interest on participant loans2017-12-31$4,560
Value of interest in common/collective trusts at end of year2017-12-31$865,370
Value of interest in common/collective trusts at beginning of year2017-12-31$968,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$703,970
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$26,629
Employer contributions (assets) at end of year2017-12-31$1,395
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$3,256,598
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 name2017-12-31JONES SIMKINS LLC
Accountancy firm EIN2017-12-31461592906
2016 : AVALON HEALTH CARE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,609,312
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,058,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,663,853
Value of total corrective distributions2016-12-31$14,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,435,984
Value of total assets at end of year2016-12-31$18,462,054
Value of total assets at beginning of year2016-12-31$16,910,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$379,294
Total interest from all sources2016-12-31$4,430
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$780,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$780,747
Administrative expenses professional fees incurred2016-12-31$301,229
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$3,435,984
Participant contributions at end of year2016-12-31$78,059
Participant contributions at beginning of year2016-12-31$116,275
Participant contributions at end of year2016-12-31$42,390
Participant contributions at beginning of year2016-12-31$150,846
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$1,551,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,462,054
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,910,776
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
Investment advisory and management fees2016-12-31$78,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,372,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,184,924
Interest on participant loans2016-12-31$3,214
Value of interest in common/collective trusts at end of year2016-12-31$968,859
Value of interest in common/collective trusts at beginning of year2016-12-31$587,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$870,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$870,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$391,723
Net investment gain or loss from common/collective trusts2016-12-31$-3,572
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,663,853
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 name2016-12-31JONES SIMKINS LLC
Accountancy firm EIN2016-12-31461592906
2015 : AVALON HEALTH CARE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,510,720
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,666,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,383,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,970,255
Value of total assets at end of year2015-12-31$16,910,776
Value of total assets at beginning of year2015-12-31$16,066,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$282,625
Total interest from all sources2015-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$762,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$762,789
Administrative expenses professional fees incurred2015-12-31$199,557
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$3,352,328
Participant contributions at end of year2015-12-31$116,275
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$150,846
Participant contributions at beginning of year2015-12-31$94,969
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$617,927
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$844,599
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,910,776
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,066,177
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,184,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,469,062
Value of interest in common/collective trusts at end of year2015-12-31$587,786
Value of interest in common/collective trusts at beginning of year2015-12-31$594,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$870,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$907,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$907,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,228,405
Net investment gain or loss from common/collective trusts2015-12-31$5,952
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,383,496
Contract administrator fees2015-12-31$83,068
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 name2015-12-31JONES SIMKINS LLC
Accountancy firm EIN2015-12-31461592906
2014 : AVALON HEALTH CARE, INC. 401(K) 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$0
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$3,515,304
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,308,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,073,855
Value of total corrective distributions2014-12-31$28,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,971,344
Value of total assets at end of year2014-12-31$16,066,177
Value of total assets at beginning of year2014-12-31$14,859,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$205,970
Total interest from all sources2014-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$737,310
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$737,310
Administrative expenses professional fees incurred2014-12-31$134,402
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Participant contributions at end of year2014-12-31$94,969
Participant contributions at beginning of year2014-12-31$51,478
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,880
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$1,206,770
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,066,177
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,859,407
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,469,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,330,506
Value of interest in common/collective trusts at end of year2014-12-31$594,675
Value of interest in common/collective trusts at beginning of year2014-12-31$582,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$907,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$895,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$895,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-197,831
Net investment gain or loss from common/collective trusts2014-12-31$4,386
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$2,861,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,073,855
Contract administrator fees2014-12-31$71,568
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 name2014-12-31TANNER LLC
Accountancy firm EIN2014-12-31202253063
2013 : AVALON HEALTH CARE, INC. 401(K) 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$3,635,889
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,967,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,843,621
Value of total corrective distributions2013-12-31$36,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,939,182
Value of total assets at end of year2013-12-31$14,859,407
Value of total assets at beginning of year2013-12-31$13,191,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$87,617
Total interest from all sources2013-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$415,486
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$415,486
Administrative expenses professional fees incurred2013-12-31$21,851
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,859,093
Participant contributions at end of year2013-12-31$51,478
Participant contributions at beginning of year2013-12-31$62,690
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$80,089
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$1,668,215
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,859,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,191,192
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$65,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,330,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,762,192
Value of interest in common/collective trusts at end of year2013-12-31$582,319
Value of interest in common/collective trusts at beginning of year2013-12-31$549,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$895,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$816,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$816,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,281,122
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,843,621
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TANNER LLC
Accountancy firm EIN2013-12-31202253063
2012 : AVALON HEALTH CARE, INC. 401(K) 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$3,217,877
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,782,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,593,435
Value of total corrective distributions2012-12-31$26,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,807,140
Value of total assets at end of year2012-12-31$13,191,192
Value of total assets at beginning of year2012-12-31$11,756,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$162,592
Total interest from all sources2012-12-31$89
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$560,245
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$560,245
Administrative expenses professional fees incurred2012-12-31$100,771
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,805,281
Participant contributions at end of year2012-12-31$62,690
Participant contributions at beginning of year2012-12-31$67,559
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,859
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$1,434,886
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,191,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,756,306
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$61,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,762,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,302,318
Value of interest in common/collective trusts at end of year2012-12-31$549,553
Value of interest in common/collective trusts at beginning of year2012-12-31$466,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$816,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$920,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$920,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$850,403
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,593,435
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TANNER LLC
Accountancy firm EIN2012-12-31202253063
2011 : AVALON HEALTH CARE, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,462,519
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,224,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,105,649
Value of total corrective distributions2011-12-31$5,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,876,116
Value of total assets at end of year2011-12-31$11,756,306
Value of total assets at beginning of year2011-12-31$11,518,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,562
Total interest from all sources2011-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$352,830
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$352,830
Administrative expenses professional fees incurred2011-12-31$47,030
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,861,246
Participant contributions at end of year2011-12-31$67,559
Participant contributions at beginning of year2011-12-31$34,292
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,870
Administrative expenses (other) incurred2011-12-31$8,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$237,715
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,756,306
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,518,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$58,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,302,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,364,684
Value of interest in common/collective trusts at end of year2011-12-31$466,139
Value of interest in common/collective trusts at beginning of year2011-12-31$338,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$920,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$780,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$780,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-769,626
Net investment gain or loss from common/collective trusts2011-12-31$3,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,105,649
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TANNER LLC
Accountancy firm EIN2011-12-31202253063
2010 : AVALON HEALTH CARE, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,248,594
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,244,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,091,161
Value of total corrective distributions2010-12-31$25,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,890,317
Value of total assets at end of year2010-12-31$11,518,591
Value of total assets at beginning of year2010-12-31$9,514,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$127,707
Total interest from all sources2010-12-31$250
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$286,877
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$286,877
Administrative expenses professional fees incurred2010-12-31$63,936
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,888,611
Participant contributions at end of year2010-12-31$34,292
Participant contributions at beginning of year2010-12-31$22,411
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,004,152
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,518,591
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,514,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$63,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,364,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,439,510
Value of interest in common/collective trusts at end of year2010-12-31$338,862
Value of interest in common/collective trusts at beginning of year2010-12-31$328,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$780,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$724,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$724,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,068,043
Net investment gain or loss from common/collective trusts2010-12-31$3,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,091,161
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TANNER LLC
Accountancy firm EIN2010-12-31202253063

Form 5500 Responses for AVALON HEALTH CARE, INC. 401(K) PLAN

2022: AVALON HEALTH CARE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AVALON HEALTH CARE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AVALON HEALTH CARE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AVALON HEALTH CARE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AVALON HEALTH CARE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVALON HEALTH CARE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AVALON HEALTH CARE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AVALON HEALTH CARE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AVALON HEALTH CARE, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AVALON HEALTH CARE, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AVALON HEALTH CARE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AVALON HEALTH CARE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AVALON HEALTH CARE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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