401k Plan data: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN plan

CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 401k Plan overview

Plan Name	CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN
Plan identification number	002

CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

CASTLE FAMILY HEALTH CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CASTLE FAMILY HEALTH CENTERS, INC.

Employer identification number (EIN): 205864304

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 EDWARD LUJANO 2024-02-21
002 2021-07-01 EDWARD LUJANO 2023-03-30 EDWARD LUJANO 2023-03-30
002 2020-07-01 EDWARD LUJANO 2022-01-06 EDWARD LUJANO 2022-01-06
002 2019-07-01 EDWARD LUJANO 2021-04-08 EDWARD LUJANO 2021-04-08
002 2018-07-01 EDWARD LUJANO 2020-02-25 EDWARD LUJANO 2020-02-25
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2015-07-01 EDWARD LUJANO 2017-04-04
002 2014-07-01
002 2013-07-01
002 2012-07-01 EDWARD LUJANO EDWARD LUJANO 2014-04-14
002 2011-07-01 EDWARD LUJANO EDWARD LUJANO 2013-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	EDWARD LUJANO	2024-02-21
002	2021-07-01	EDWARD LUJANO	2023-03-30	EDWARD LUJANO	2023-03-30
002	2020-07-01	EDWARD LUJANO	2022-01-06	EDWARD LUJANO	2022-01-06
002	2019-07-01	EDWARD LUJANO	2021-04-08	EDWARD LUJANO	2021-04-08
002	2018-07-01	EDWARD LUJANO	2020-02-25	EDWARD LUJANO	2020-02-25
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2015-07-01	EDWARD LUJANO	2017-04-04
002	2014-07-01
002	2013-07-01
002	2012-07-01	EDWARD LUJANO		EDWARD LUJANO	2014-04-14
002	2011-07-01	EDWARD LUJANO		EDWARD LUJANO	2013-04-15

Plan Statistics for CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN

401k plan membership statisitcs for CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN

Measure Date Value
2022: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 249
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 233
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 31
Total of all active and inactive participants 2022-07-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 264
Number of participants with account balances 2022-07-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 252
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 202
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 41
Total of all active and inactive participants 2021-07-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 243
Number of participants with account balances 2021-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 239
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 219
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 31
Total of all active and inactive participants 2020-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 250
Number of participants with account balances 2020-07-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 2
2019: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 236
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 16
Total of all active and inactive participants 2019-07-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 252
Number of participants with account balances 2019-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 212
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 227
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 17
Total of all active and inactive participants 2018-07-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 244
Number of participants with account balances 2018-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 201
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 209
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 17
Total of all active and inactive participants 2017-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 226
Number of participants with account balances 2017-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 219
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 200
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 15
Total of all active and inactive participants 2016-07-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 215
Number of participants with account balances 2016-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 191
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 17
Total of all active and inactive participants 2015-07-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 208
Number of participants with account balances 2015-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 217
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 197
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 10
Total of all active and inactive participants 2014-07-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 207
Number of participants with account balances 2014-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 217
2013: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 195
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 183
Number of other retired or separated participants entitled to future benefits 2013-07-01 12
Total of all active and inactive participants 2013-07-01 195
Total participants 2013-07-01 195
Number of participants with account balances 2013-07-01 99
2012: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 187
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 192
Number of other retired or separated participants entitled to future benefits 2012-07-01 7
Total of all active and inactive participants 2012-07-01 199
Total participants 2012-07-01 199
Number of participants with account balances 2012-07-01 100
2011: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 163
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 168
Total participants 2011-07-01 168
Number of participants with account balances 2011-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2022: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	249
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	233
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	31
Total of all active and inactive participants	2022-07-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	264
Number of participants with account balances	2022-07-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	252
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	202
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	41
Total of all active and inactive participants	2021-07-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	243
Number of participants with account balances	2021-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	239
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	219
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	31
Total of all active and inactive participants	2020-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	250
Number of participants with account balances	2020-07-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	2
2019: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	236
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	16
Total of all active and inactive participants	2019-07-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	252
Number of participants with account balances	2019-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	212
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	227
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	17
Total of all active and inactive participants	2018-07-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	244
Number of participants with account balances	2018-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	201
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	209
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	17
Total of all active and inactive participants	2017-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	226
Number of participants with account balances	2017-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	219
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	200
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	15
Total of all active and inactive participants	2016-07-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	215
Number of participants with account balances	2016-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	191
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	17
Total of all active and inactive participants	2015-07-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	208
Number of participants with account balances	2015-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	217
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	197
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	10
Total of all active and inactive participants	2014-07-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	207
Number of participants with account balances	2014-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	217
2013: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	195
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	183
Number of other retired or separated participants entitled to future benefits	2013-07-01	12
Total of all active and inactive participants	2013-07-01	195
Total participants	2013-07-01	195
Number of participants with account balances	2013-07-01	99
2012: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	187
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	192
Number of other retired or separated participants entitled to future benefits	2012-07-01	7
Total of all active and inactive participants	2012-07-01	199
Total participants	2012-07-01	199
Number of participants with account balances	2012-07-01	100
2011: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	163
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	168
Total participants	2011-07-01	168
Number of participants with account balances	2011-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN

Measure	Date	Value
2023 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$1,275,635
Total of all expenses incurred	2023-06-30	$204,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$203,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$575,487
Value of total assets at end of year	2023-06-30	$8,015,811
Value of total assets at beginning of year	2023-06-30	$6,944,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$508
Total interest from all sources	2023-06-30	$21,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Administrative expenses professional fees incurred	2023-06-30	$508
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$451,640
Participant contributions at end of year	2023-06-30	$284,503
Participant contributions at beginning of year	2023-06-30	$241,529
Participant contributions at end of year	2023-06-30	$2,308
Participant contributions at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,071,614
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$8,015,811
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,944,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$7,047,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$5,640,998
Value of interest in pooled separate accounts at end of year	2023-06-30	$345,970
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$722,311
Interest on participant loans	2023-06-30	$18,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$3,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$211,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$205,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$678,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$123,847
Employer contributions (assets) at end of year	2023-06-30	$123,847
Employer contributions (assets) at beginning of year	2023-06-30	$133,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$203,513
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2023-06-30	472718509
2022 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-460,162
Total of all expenses incurred	2022-06-30	$357,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$357,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$663,392
Value of total assets at end of year	2022-06-30	$6,944,197
Value of total assets at beginning of year	2022-06-30	$7,762,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$420
Total interest from all sources	2022-06-30	$12,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$420
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$527,010
Participant contributions at end of year	2022-06-30	$241,529
Participant contributions at beginning of year	2022-06-30	$274,427
Participant contributions at end of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$2,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-818,077
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,944,197
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$7,762,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,640,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,360,469
Value of interest in pooled separate accounts at end of year	2022-06-30	$722,311
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$10,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$1,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$205,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,005,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,135,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$133,584
Employer contributions (assets) at end of year	2022-06-30	$133,584
Employer contributions (assets) at beginning of year	2022-06-30	$121,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$357,495
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2022-06-30	472718509
2021 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$2,132,901
Total of all expenses incurred	2021-06-30	$405,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$402,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$598,258
Value of total assets at end of year	2021-06-30	$7,762,274
Value of total assets at beginning of year	2021-06-30	$6,034,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,180
Total interest from all sources	2021-06-30	$46,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$476,640
Participant contributions at end of year	2021-06-30	$274,427
Participant contributions at beginning of year	2021-06-30	$285,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,727,560
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$7,762,274
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,034,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,360,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,888,646
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$19,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$27,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,005,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$747,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,487,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$121,618
Employer contributions (assets) at end of year	2021-06-30	$121,618
Employer contributions (assets) at beginning of year	2021-06-30	$113,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$402,161
Contract administrator fees	2021-06-30	$3,180
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2021-06-30	472718509
2020 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$848,673
Total of all expenses incurred	2020-06-30	$163,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$159,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$690,795
Value of total assets at end of year	2020-06-30	$6,034,714
Value of total assets at beginning of year	2020-06-30	$5,349,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,600
Total interest from all sources	2020-06-30	$17,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$603,471
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$524,789
Participant contributions at end of year	2020-06-30	$285,492
Participant contributions at beginning of year	2020-06-30	$246,959
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$52,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$685,466
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,034,714
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,349,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$4,888,646
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,447,249
Interest on participant loans	2020-06-30	$17,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$747,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$530,649
Net investment gain/loss from pooled separate accounts	2020-06-30	$140,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$113,041
Employer contributions (assets) at end of year	2020-06-30	$113,041
Employer contributions (assets) at beginning of year	2020-06-30	$124,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$159,607
Contract administrator fees	2020-06-30	$3,600
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2020-06-30	472718509
2019 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$929,839
Total of all expenses incurred	2019-06-30	$106,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$103,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$672,972
Value of total assets at end of year	2019-06-30	$5,349,248
Value of total assets at beginning of year	2019-06-30	$4,526,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,492
Total interest from all sources	2019-06-30	$13,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$534,925
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$516,253
Participant contributions at end of year	2019-06-30	$246,959
Participant contributions at beginning of year	2019-06-30	$178,299
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$32,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$822,998
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,349,248
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,526,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,447,249
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,759,787
Interest on participant loans	2019-06-30	$13,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$530,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$488,637
Net investment gain/loss from pooled separate accounts	2019-06-30	$243,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$124,391
Employer contributions (assets) at end of year	2019-06-30	$124,391
Employer contributions (assets) at beginning of year	2019-06-30	$99,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$103,349
Contract administrator fees	2019-06-30	$3,492
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2019-06-30	472718509
2018 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$878,608
Total of all expenses incurred	2018-06-30	$354,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$351,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$552,678
Value of total assets at end of year	2018-06-30	$4,526,250
Value of total assets at beginning of year	2018-06-30	$4,001,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,029
Total interest from all sources	2018-06-30	$8,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$452,624
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$425,963
Participant contributions at end of year	2018-06-30	$178,299
Participant contributions at beginning of year	2018-06-30	$153,269
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$27,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$524,303
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,526,250
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,001,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,759,787
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,147,191
Interest on participant loans	2018-06-30	$8,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$488,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$608,343
Net investment gain/loss from pooled separate accounts	2018-06-30	$317,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$99,527
Employer contributions (assets) at end of year	2018-06-30	$99,527
Employer contributions (assets) at beginning of year	2018-06-30	$93,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$351,276
Contract administrator fees	2018-06-30	$3,029
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2018-06-30	472718509
2017 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$820,864
Total of all expenses incurred	2017-06-30	$264,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$261,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$439,257
Value of total assets at end of year	2017-06-30	$4,001,947
Value of total assets at beginning of year	2017-06-30	$3,445,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,998
Total interest from all sources	2017-06-30	$7,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$400,195
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$342,172
Participant contributions at end of year	2017-06-30	$153,269
Participant contributions at beginning of year	2017-06-30	$153,904
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$3,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$556,449
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,001,947
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,445,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,147,191
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,577,802
Income. Interest from loans (other than to participants)	2017-06-30	$7,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$608,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$670,009
Net investment gain/loss from pooled separate accounts	2017-06-30	$373,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$93,144
Employer contributions (assets) at end of year	2017-06-30	$93,144
Employer contributions (assets) at beginning of year	2017-06-30	$43,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$261,417
Contract administrator fees	2017-06-30	$2,998
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2017-06-30	472718509
2016 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$288,862
Total of all expenses incurred	2016-06-30	$67,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$65,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$345,372
Value of total assets at end of year	2016-06-30	$3,445,498
Value of total assets at beginning of year	2016-06-30	$3,224,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,890
Total interest from all sources	2016-06-30	$9,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$344,549
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$301,589
Participant contributions at end of year	2016-06-30	$153,904
Participant contributions at beginning of year	2016-06-30	$132,204
Participant contributions at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$221,081
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,445,498
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,224,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,577,802
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$2,471,498
Interest on participant loans	2016-06-30	$9,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$670,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$620,715
Net investment gain/loss from pooled separate accounts	2016-06-30	$-65,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$43,783
Employer contributions (assets) at end of year	2016-06-30	$43,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$65,891
Contract administrator fees	2016-06-30	$1,890
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	JWT & ASSOCIATES, LLP
Accountancy firm EIN	2016-06-30	472718509
2015 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-06-30	$1,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$20,976
Total income from all sources (including contributions)	2015-06-30	$463,395
Total of all expenses incurred	2015-06-30	$225,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$223,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$379,675
Value of total assets at end of year	2015-06-30	$3,224,417
Value of total assets at beginning of year	2015-06-30	$3,009,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,839
Total interest from all sources	2015-06-30	$7,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$322,442
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$330,086
Participant contributions at end of year	2015-06-30	$132,204
Participant contributions at beginning of year	2015-06-30	$134,930
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$49,589
Liabilities. Value of operating payables at end of year	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$20,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$238,014
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,224,417
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,988,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$2,471,498
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$2,332,203
Income. Interest from loans (other than to participants)	2015-06-30	$7,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$620,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$542,036
Net investment gain/loss from pooled separate accounts	2015-06-30	$76,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$223,542
Contract administrator fees	2015-06-30	$1,839
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DAVID D. BRUNER, CPA, INC.
Accountancy firm EIN	2015-06-30	383729659
2014 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$11,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$20,976
Total income from all sources (including contributions)	2014-06-30	$912,995
Total of all expenses incurred	2014-06-30	$50,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$48,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$566,167
Value of total assets at end of year	2014-06-30	$3,009,169
Value of total assets at beginning of year	2014-06-30	$2,137,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,869
Total interest from all sources	2014-06-30	$8,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$300,917
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$317,073
Participant contributions at end of year	2014-06-30	$134,930
Participant contributions at beginning of year	2014-06-30	$148,754
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$249,094
Liabilities. Value of operating payables at end of year	2014-06-30	$20,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$862,488
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,988,193
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,137,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$2,332,203
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,644,121
Interest on participant loans	2014-06-30	$8,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$542,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$344,498
Net investment gain/loss from pooled separate accounts	2014-06-30	$338,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$48,638
Contract administrator fees	2014-06-30	$1,869
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DAVID D. BRUNER, CPA, INC.
Accountancy firm EIN	2014-06-30	383729659
2013 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$2,003,529
Total of all expenses incurred	2013-06-30	$1,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,965,769
Value of total assets at end of year	2013-06-30	$2,137,373
Value of total assets at beginning of year	2013-06-30	$135,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$757
Total interest from all sources	2013-06-30	$1,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$213,737
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$237,264
Participant contributions at end of year	2013-06-30	$148,754
Participant contributions at beginning of year	2013-06-30	$2,300
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,728,505
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$2,002,121
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,137,373
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$135,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$0
Value of interest in pooled separate accounts at end of year	2013-06-30	$1,644,121
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$108,899
Interest on participant loans	2013-06-30	$1,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$344,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$24,053
Net investment gain/loss from pooled separate accounts	2013-06-30	$36,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$651
Contract administrator fees	2013-06-30	$757
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	DAVID D. BRUNER, CPA, INC.
Accountancy firm EIN	2013-06-30	383729659
2012 : CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$135,315
Total of all expenses incurred	2012-06-30	$63
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$132,985
Value of total assets at end of year	2012-06-30	$135,252
Value of total assets at beginning of year	2012-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$63
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$132,985
Participant contributions at end of year	2012-06-30	$2,300
Participant contributions at beginning of year	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$63
Total non interest bearing cash at end of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$135,252
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$135,252
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$108,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$24,053
Net investment gain/loss from pooled separate accounts	2012-06-30	$2,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Qualified
Accountancy firm name	2012-06-30	DAVID D. BRUNER, CPA, INC.
Accountancy firm EIN	2012-06-30	383729659

Form 5500 Responses for CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN

2022: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CASTLE FAMILY HEALTH CENTERS, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745960-01

Policy instance

Insurance contract or identification number	745960-01
Number of Individuals Covered	31
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $3,050
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,620
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

770-80027

Policy instance

Insurance contract or identification number	770-80027
Number of Individuals Covered	103
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745960-01

Policy instance

Insurance contract or identification number	745960-01
Number of Individuals Covered	39
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,146
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $573
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

770-80027

Policy instance

Insurance contract or identification number	770-80027
Number of Individuals Covered	100
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753235

Policy instance

Insurance contract or identification number	GA-753235
Number of Individuals Covered	134
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $27,525
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $27,525
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Number of Individuals Covered	133
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $18,596
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $18,596
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Number of Individuals Covered	141
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $20,322
Total amount of fees paid to insurance company	USD $3,492
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $20,322
Amount paid for insurance broker fees	3492
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Number of Individuals Covered	125
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $20,224
Total amount of fees paid to insurance company	USD $3,029
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $20,224
Amount paid for insurance broker fees	3029
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $7,108
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,108
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $14,502
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,502
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Number of Individuals Covered	99
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $16,534
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $16,534
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS LLC ISG

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $5,100
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $5,100
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO ADVISORS LLC ISG

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

753235

Policy instance

Insurance contract or identification number	753235
Number of Individuals Covered	601
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,131
Total amount of fees paid to insurance company	USD $63
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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CASTLE FAMILY DENTISTRY LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 810980405]

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Company Name:	CASTLE FAMILY HEALTH CENTERS, INC.
Employer identification number (EIN):	205864304
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers