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HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameHEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HEALTHCARE FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTHCARE FINANCIAL, INC.
Employer identification number (EIN):043449241
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SETH LARNER2024-07-19
0012022-01-01SETH LARNER2023-07-31 SETH LARNER2023-07-31
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01LOIDA DUNHAM2018-06-22
0012016-01-01LOIDA DUNHAM2017-07-10
0012015-01-01LOIDA DUNHAM2016-06-14
0012014-01-01LOIDA DUNHAM2015-06-03
0012013-01-01LOIDA OLMEDA DUNHAM2014-06-03
0012012-01-01LOIDA OLMEDA DUNHAM2013-06-27
0012011-01-01LOIDA OLMEDA DUNHAM2012-06-29
0012010-01-01LOIDA OLMEDA DUNHAM2011-06-09
0012009-01-01LOIDA OLMEDA DUNHAM
0012009-01-01LOIDA OLMEDA DUNHAM

Plan Statistics for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0198
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-0181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2009: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0153
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$648,939
Total income from all sources (including contributions)2019-12-31$648,939
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$270,745
Total of all expenses incurred2019-12-31$270,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$237,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$237,419
Expenses. Certain deemed distributions of participant loans2019-12-31$9,434
Expenses. Certain deemed distributions of participant loans2019-12-31$9,434
Value of total corrective distributions2019-12-31$23,892
Value of total corrective distributions2019-12-31$23,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$287,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$287,317
Value of total assets at end of year2019-12-31$2,025,605
Value of total assets at end of year2019-12-31$2,025,605
Value of total assets at beginning of year2019-12-31$1,647,411
Value of total assets at beginning of year2019-12-31$1,647,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,240
Total interest from all sources2019-12-31$1,240
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$86,725
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$86,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$86,725
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$86,725
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$165,000
Value of fidelity bond cover2019-12-31$165,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$260,326
Contributions received from participants2019-12-31$260,326
Participant contributions at end of year2019-12-31$11,078
Participant contributions at end of year2019-12-31$11,078
Participant contributions at beginning of year2019-12-31$23,201
Participant contributions at beginning of year2019-12-31$23,201
Other income not declared elsewhere2019-12-31$22
Other income not declared elsewhere2019-12-31$22
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
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$378,194
Value of net income/loss2019-12-31$378,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,025,605
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,025,605
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,647,411
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,647,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,014,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,014,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,624,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,624,210
Interest on participant loans2019-12-31$1,240
Interest on participant loans2019-12-31$1,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,991
Contributions received in cash from employer2019-12-31$26,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$237,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$237,419
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
Accountancy firm EIN2019-12-31043027605
2018 : HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
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$211,332
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$230,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$214,421
Expenses. Certain deemed distributions of participant loans2018-12-31$19
Value of total corrective distributions2018-12-31$16,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$326,064
Value of total assets at end of year2018-12-31$1,647,411
Value of total assets at beginning of year2018-12-31$1,666,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,088
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$158,178
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$158,178
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$167,000
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$287,678
Participant contributions at end of year2018-12-31$23,201
Participant contributions at beginning of year2018-12-31$16,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,647,411
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,666,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,624,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,650,218
Interest on participant loans2018-12-31$1,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-273,998
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$38,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$214,421
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 name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2009 : HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST

2019: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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
2009: HEALTHCARE FINANCIAL, INC. 401K PROFIT SHARING PLAN AND TRUST 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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