Home   >   Heritage Healthcare, LLC 401k Plan  >  Form 5500
   Basic Info (Short Form)

Company:
Heritage Healthcare, LLC

Plan:
Heritage Healthcare, LLC 401k Plan
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Plan Information
Plan Year 01/01/2010 — 12/31/2010
Effective Date of Plan 05/08/2002
Net Assets as of 12/31/2010 $219,790
Plan Number 1
Plan Type Single Employer
Did the plan file for an extension of time or the DFVC Program? No

Participant Information as of 12/31/2010
Total 119
Total number of participants as of 01/01/2010 97
Number of participants with account balances 11

Financial Information as of 12/31/2010
Total Assets (EOY) $219,790
Total Liabilities (EOY) $0
Net Assets (EOY) $219,790
Financial Information as of 01/01/2010
Total Assets (BOY) $193,224
Total Liabilities (BOY) $0
Net Assets (BOY) $193,224
Income
Cash from Employers $0
Cash from Participants $1,879
Others (including rollovers) $0
Other Income $24,687
Total Income $26,566
Net Income $26,566
Expenses
Total Benefit Payments $0
Corrective Distributions $0
Administrative Service Providers $0
Other Expenses $0
Total Expenses $0
Total Transfers $0
Plan Sponsor Information
Address 650 West Grand Avenue
Suite 308
Elmhurst, IL 60126
Telephone (847) 498-1974
EIN 36-4379663
Industry Code 621340
Named Administrator Brian Dacy

Plan Administrator Information
Administrator Name Heritage Healthcare, LLC
Address 650 West Grand Avenue
Suite 308
Elmhurst, IL 60126
Telephone (847) 498-1974
Administrator EIN 36-4379663

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.
3D 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.
3H Controlled Group Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

Question   Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were there any nonexempt transactions with any party-in-interest? No  
3. Was this plan covered by a fidelity bond? Yes $20,000
4. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
5. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
6. Has the plan failed to provide any benefit when due under the plan? No  
7. If this is an individual account plan, was there a blackout period? No  
8. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?