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THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN
Plan identification number 001

THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

THE INSTITUTE FOR FAMILY HEALTH has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE FOR FAMILY HEALTH
Employer identification number (EIN):133273402
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CAROLINE DICIOCCIO2021-01-12
0012019-01-01CAROLINE DICIOCCIO2020-10-15
0012018-01-01CAROLINE DICIOCCIO2019-10-11
0012017-01-01
0012016-01-01
0012016-01-01ALAN WOGHIN2017-10-16
0012015-01-01
0012014-01-01ALAN WOGHIN
0012013-01-01ALAN WOGHIN
0012012-01-01ALAN WOGHIN
0012011-01-01ALAN WOGHIN
0012010-01-01ALAN WOGHIN
0012009-01-01JEAN JEAN

Plan Statistics for THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN

Measure Date Value
2020: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,560
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,769
Total number of active participants reported on line 7a of the Form 55002018-01-01767
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01791
Total of all active and inactive participants2018-01-011,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,560
Number of participants with account balances2018-01-011,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,709
Total number of active participants reported on line 7a of the Form 55002017-01-011,109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01658
Total of all active and inactive participants2017-01-011,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,769
Number of participants with account balances2017-01-011,576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01177
2016: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,508
Total number of active participants reported on line 7a of the Form 55002016-01-011,075
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01634
Total of all active and inactive participants2016-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,709
Number of participants with account balances2016-01-011,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01166
2015: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,306
Total number of active participants reported on line 7a of the Form 55002015-01-011,013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01495
Total of all active and inactive participants2015-01-011,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,508
Number of participants with account balances2015-01-011,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01147
2014: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,141
Total number of active participants reported on line 7a of the Form 55002014-01-01934
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01370
Total of all active and inactive participants2014-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,305
Number of participants with account balances2014-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0177
2013: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01987
Total number of active participants reported on line 7a of the Form 55002013-01-01865
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01274
Total of all active and inactive participants2013-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,139
Number of participants with account balances2013-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0198
2012: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01856
Total number of active participants reported on line 7a of the Form 55002012-01-01764
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01223
Total of all active and inactive participants2012-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01987
Number of participants with account balances2012-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0196
2011: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01804
Total number of active participants reported on line 7a of the Form 55002011-01-01671
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01181
Total of all active and inactive participants2011-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01852
Number of participants with account balances2011-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0193
2010: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01683
Total number of active participants reported on line 7a of the Form 55002010-01-01679
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01125
Total of all active and inactive participants2010-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01804
Number of participants with account balances2010-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0154
2009: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01630
Total number of active participants reported on line 7a of the Form 55002009-01-01561
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01122
Total of all active and inactive participants2009-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01683
Number of participants with account balances2009-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0164

Financial Data on THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN

Measure Date Value
2020 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-10-22$0
Total plan liabilities at end of year2020-10-22$0
Total plan liabilities at beginning of year2020-10-22$0
Total income from all sources2020-10-22$0
Expenses. Total of all expenses incurred2020-10-22$17,937
Benefits paid (including direct rollovers)2020-10-22$17,177
Total plan assets at end of year2020-10-22$0
Total plan assets at beginning of year2020-10-22$17,937
Value of fidelity bond covering the plan2020-10-22$500,000
Net income (gross income less expenses)2020-10-22$-17,937
Net plan assets at end of year (total assets less liabilities)2020-10-22$0
Net plan assets at beginning of year (total assets less liabilities)2020-10-22$17,937
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-22$760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-10-22$0
2019 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 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 from this plan2019-12-31$3,195,529
Total transfer of assets from this plan2019-12-31$3,195,529
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$41,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,936
Total income from all sources (including contributions)2019-12-31$124
Total income from all sources (including contributions)2019-12-31$124
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$2,266,035
Total of all expenses incurred2019-12-31$2,266,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,183,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,183,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$17,937
Value of total assets at end of year2019-12-31$17,937
Value of total assets at beginning of year2019-12-31$5,521,313
Value of total assets at beginning of year2019-12-31$5,521,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,490
Total interest from all sources2019-12-31$124
Total interest from all sources2019-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$7,630
Participant contributions at beginning of year2019-12-31$7,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$147
Administrative expenses (other) incurred2019-12-31$82,490
Administrative expenses (other) incurred2019-12-31$82,490
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$41,792
Liabilities. Value of operating payables at beginning of year2019-12-31$41,792
Total non interest bearing cash at end of year2019-12-31$17,937
Total non interest bearing cash at end of year2019-12-31$17,937
Total non interest bearing cash at beginning of year2019-12-31$5,464,000
Total non interest bearing cash at beginning of year2019-12-31$5,464,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,265,911
Value of net income/loss2019-12-31$-2,265,911
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,937
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,479,377
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,479,377
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$96
Interest on participant loans2019-12-31$96
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
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$49,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$51
Employer contributions (assets) at beginning of year2019-12-31$51
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,183,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,183,545
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$144
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$144
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
Accountancy firm EIN2019-12-31271728945
2018 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$30,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57,458
Total income from all sources (including contributions)2018-12-31$29,247
Total loss/gain on sale of assets2018-12-31$-46,042
Total of all expenses incurred2018-12-31$245,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$190,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$51
Value of total assets at end of year2018-12-31$5,521,313
Value of total assets at beginning of year2018-12-31$5,783,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,561
Total interest from all sources2018-12-31$75,238
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$41,300
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
Participant contributions at end of year2018-12-31$7,630
Participant contributions at beginning of year2018-12-31$41,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$32,224
Liabilities. Value of operating payables at end of year2018-12-31$41,792
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$5,464,000
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-216,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,479,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,725,610
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$13,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,097,777
Interest on participant loans2018-12-31$1,898
Interest earned on other investments2018-12-31$1,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,253,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,253,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$72,085
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$51
Employer contributions (assets) at end of year2018-12-31$51
Employer contributions (assets) at beginning of year2018-12-31$357,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$190,890
Liabilities. Value of benefit claims payable at end of year2018-12-31$144
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$57,458
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
Aggregate proceeds on sale of assets2018-12-31$6,012,262
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,058,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-44,590
Total unrealized appreciation/depreciation of assets2017-12-31$-44,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57,458
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$591,376
Total loss/gain on sale of assets2017-12-31$-1,708
Total of all expenses incurred2017-12-31$228,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$208,670
Expenses. Certain deemed distributions of participant loans2017-12-31$7,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$359,790
Value of total assets at end of year2017-12-31$5,783,068
Value of total assets at beginning of year2017-12-31$5,362,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,114
Total interest from all sources2017-12-31$85,529
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,003
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$64,003
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
Participant contributions at end of year2017-12-31$41,910
Participant contributions at beginning of year2017-12-31$35,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$32,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$363,060
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,725,610
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,362,550
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$12,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,097,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$903,184
Interest on participant loans2017-12-31$2,426
Interest earned on other investments2017-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,253,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,941,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,941,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$83,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$128,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$359,790
Employer contributions (assets) at end of year2017-12-31$357,889
Employer contributions (assets) at beginning of year2017-12-31$466,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$208,670
Liabilities. Value of benefit claims payable at end of year2017-12-31$57,458
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$1,538,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,539,708
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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$629,907
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$177,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$158,552
Expenses. Certain deemed distributions of participant loans2016-12-31$8,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$500,000
Value of total assets at end of year2016-12-31$5,396,373
Value of total assets at beginning of year2016-12-31$4,944,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,428
Total interest from all sources2016-12-31$5,363
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$97,349
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$97,349
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
Participant contributions at end of year2016-12-31$35,415
Participant contributions at beginning of year2016-12-31$34,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,429
Administrative expenses (other) incurred2016-12-31$10,428
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$452,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,396,373
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,944,278
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$903,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$808,713
Interest on participant loans2016-12-31$1,502
Interest earned on other investments2016-12-31$3,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,941,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,614,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,614,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,195
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$500,000
Employer contributions (assets) at end of year2016-12-31$500,000
Employer contributions (assets) at beginning of year2016-12-31$474,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$158,552
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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$531,359
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$150,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$475,225
Value of total assets at end of year2015-12-31$4,944,278
Value of total assets at beginning of year2015-12-31$4,563,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,929
Total interest from all sources2015-12-31$3,706
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,201
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$82,201
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
Participant contributions at end of year2015-12-31$34,080
Participant contributions at beginning of year2015-12-31$32,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,690
Administrative expenses (other) incurred2015-12-31$9,929
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$380,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,944,278
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,563,381
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$808,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$800,979
Income. Interest from loans (other than to participants)2015-12-31$967
Interest earned on other investments2015-12-31$2,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,614,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,251,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,251,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$475,225
Employer contributions (assets) at end of year2015-12-31$474,104
Employer contributions (assets) at beginning of year2015-12-31$468,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,533
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-30,057
Total unrealized appreciation/depreciation of assets2014-12-31$-30,057
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$11,633
Total income from all sources (including contributions)2014-12-31$550,690
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$232,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$223,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$468,904
Value of total assets at end of year2014-12-31$4,563,381
Value of total assets at beginning of year2014-12-31$4,257,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,201
Total interest from all sources2014-12-31$10,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$62,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,937
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$32,681
Participant contributions at beginning of year2014-12-31$38,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$641
Administrative expenses (other) incurred2014-12-31$9,201
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$318,004
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,563,381
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,245,377
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$800,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$706,288
Interest on participant loans2014-12-31$1,451
Interest earned on other investments2014-12-31$9,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,251,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,029,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,029,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,406
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$468,904
Employer contributions (assets) at end of year2014-12-31$468,904
Employer contributions (assets) at beginning of year2014-12-31$482,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$223,485
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$11,633
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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$11,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,317
Total income from all sources (including contributions)2013-12-31$668,320
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$262,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$245,237
Expenses. Certain deemed distributions of participant loans2013-12-31$9,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$482,139
Value of total assets at end of year2013-12-31$4,257,010
Value of total assets at beginning of year2013-12-31$3,862,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,417
Total interest from all sources2013-12-31$2,425
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$36,577
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
Participant contributions at end of year2013-12-31$38,109
Participant contributions at beginning of year2013-12-31$50,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,650
Administrative expenses (other) incurred2013-12-31$7,417
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$405,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,245,377
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,839,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$706,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$534,689
Interest on participant loans2013-12-31$1,784
Interest earned on other investments2013-12-31$641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,029,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,872,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,872,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$147,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$482,139
Employer contributions (assets) at end of year2013-12-31$482,139
Employer contributions (assets) at beginning of year2013-12-31$395,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$245,237
Liabilities. Value of benefit claims payable at end of year2013-12-31$11,633
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$23,317
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-77,691
Total unrealized appreciation/depreciation of assets2012-12-31$-77,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,317
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$464,321
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$117,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$110,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$395,506
Value of total assets at end of year2012-12-31$3,862,950
Value of total assets at beginning of year2012-12-31$3,492,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,337
Total interest from all sources2012-12-31$68,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,243
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
Participant contributions at end of year2012-12-31$50,748
Participant contributions at beginning of year2012-12-31$6,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,035
Administrative expenses (other) incurred2012-12-31$6,337
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$347,239
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,839,633
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,492,394
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$534,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$462,076
Interest on participant loans2012-12-31$1,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,872,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,507,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,507,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$66,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$67,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$395,506
Employer contributions (assets) at end of year2012-12-31$395,506
Employer contributions (assets) at beginning of year2012-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$110,745
Liabilities. Value of benefit claims payable at end of year2012-12-31$23,317
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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 name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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$17,868
Total income from all sources (including contributions)2011-12-31$544,644
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$147,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$141,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$500,000
Value of total assets at end of year2011-12-31$3,492,394
Value of total assets at beginning of year2011-12-31$3,113,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,720
Total interest from all sources2011-12-31$80,075
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,556
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Participant contributions at end of year2011-12-31$6,640
Participant contributions at beginning of year2011-12-31$7,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$15,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$396,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,492,394
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,095,469
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$5,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$462,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$454,092
Interest on participant loans2011-12-31$316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,507,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,135,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,135,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$79,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-43,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$500,000
Employer contributions (assets) at end of year2011-12-31$500,000
Employer contributions (assets) at beginning of year2011-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$141,999
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$17,868
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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 name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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$17,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$667
Total income from all sources (including contributions)2010-12-31$605,679
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$141,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$136,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$500,000
Value of total assets at end of year2010-12-31$3,113,337
Value of total assets at beginning of year2010-12-31$2,631,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,996
Total interest from all sources2010-12-31$69,266
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,860
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$7,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$464,572
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,095,469
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,630,897
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$4,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$454,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$395,490
Interest on participant loans2010-12-31$149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,135,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,725,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,725,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$69,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$500,000
Employer contributions (assets) at end of year2010-12-31$500,000
Employer contributions (assets) at beginning of year2010-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$136,111
Liabilities. Value of benefit claims payable at end of year2010-12-31$17,868
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$667
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
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 name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 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 THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN

2020: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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
2010: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE INSTITUTE FOR URBAN FAMILY HEALTH, INC. PROFIT SHARING 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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