FINANCIAL HEALTH NETWORK INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,322,501 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,077,666 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,042,204 |
| Total plan assets at end of year | 2023-12-31 | $9,095,853 |
| Total plan assets at beginning of year | 2023-12-31 | $7,851,018 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $591,351 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $9,605 |
| Other income received | 2023-12-31 | $1,533,253 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,244,835 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $9,095,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,851,018 |
| Assets. Value of participant loans | 2023-12-31 | $25,625 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $188,292 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $35,462 |
| 2022 : CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-615,887 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,147,273 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,105,995 |
| Total plan assets at end of year | 2022-12-31 | $7,851,018 |
| Total plan assets at beginning of year | 2022-12-31 | $9,614,178 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $820,985 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,741,937 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,763,160 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,851,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,614,178 |
| Assets. Value of participant loans | 2022-12-31 | $53,583 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $305,065 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $41,278 |
| 2021 : CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,975,935 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,468,180 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,427,704 |
| Total plan assets at end of year | 2021-12-31 | $9,614,178 |
| Total plan assets at beginning of year | 2021-12-31 | $8,106,423 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $790,665 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $525,883 |
| Other income received | 2021-12-31 | $1,342,051 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,507,755 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,614,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,106,423 |
| Assets. Value of participant loans | 2021-12-31 | $62,692 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $317,336 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $40,476 |
| 2020 : CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,361,882 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $244,460 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $216,765 |
| Total plan assets at end of year | 2020-12-31 | $8,106,423 |
| Total plan assets at beginning of year | 2020-12-31 | $5,989,001 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $724,566 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $257,848 |
| Other income received | 2020-12-31 | $1,065,965 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,117,422 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,106,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,989,001 |
| Assets. Value of participant loans | 2020-12-31 | $73,811 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $313,503 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $27,695 |
| 2019 : CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,845,640 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $139,735 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $117,264 |
| Total plan assets at end of year | 2019-12-31 | $5,989,001 |
| Total plan assets at beginning of year | 2019-12-31 | $4,283,096 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $519,335 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $11,472 |
| Other income received | 2019-12-31 | $1,072,645 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,705,905 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,989,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,283,096 |
| Assets. Value of participant loans | 2019-12-31 | $6,043 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $242,188 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $22,471 |
| 2023: CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CENTER FOR FINANCIAL SERVICES INNOVATION 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
