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SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 401k Plan overview

Plan NameSOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN
Plan identification number 001

SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH BAY FAMILY HEALTH CARE has sponsored the creation of one or more 401k plans.

Company Name:SOUTH BAY FAMILY HEALTH CARE
Employer identification number (EIN):237049937
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DIANA CONCANNON DIANA CONCANNON2019-03-12
0012016-07-01DIANA CONCANNON DIANA CONCANNON2018-04-06
0012015-07-01DIANA CONCANNON DIANA CONCANNON2017-04-13
0012014-07-01DIANA CONCANNON DIANA CONCANNON2016-04-15
0012013-07-01DIANA CONCANNON DIANA CONCANNON2015-04-13
0012012-07-01DIANA CONCANNON DIANA CONCANNON2014-04-11
0012011-07-01DIANA CONCANNON DIANA CONCANNON2013-04-10
0012010-07-01DIANA CONCANNON DIANA CONCANNON2012-04-06
0012009-07-01DIANA CONCANNON DIANA CONCANNON2011-04-14

Plan Statistics for SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN

401k plan membership statisitcs for SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN

Measure Date Value
2021: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01214
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01211
Total number of active participants reported on line 7a of the Form 55002020-07-01133
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0178
Total of all active and inactive participants2020-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01214
Number of participants with account balances2020-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01197
Total number of active participants reported on line 7a of the Form 55002019-07-01128
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0183
Total of all active and inactive participants2019-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01212
Number of participants with account balances2019-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01177
Total number of active participants reported on line 7a of the Form 55002018-07-01120
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0177
Total of all active and inactive participants2018-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01197
Number of participants with account balances2018-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01178
Total number of active participants reported on line 7a of the Form 55002017-07-01115
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01177
Number of participants with account balances2017-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01171
Total number of active participants reported on line 7a of the Form 55002016-07-01115
Number of retired or separated participants receiving benefits2016-07-0163
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01178
Number of participants with account balances2016-07-01138
2015: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01166
Total number of active participants reported on line 7a of the Form 55002015-07-01120
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01171
Number of participants with account balances2015-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01195
Total number of active participants reported on line 7a of the Form 55002014-07-01124
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0141
Total of all active and inactive participants2014-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01165
Number of participants with account balances2014-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01171
Total number of active participants reported on line 7a of the Form 55002013-07-01159
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0136
Total of all active and inactive participants2013-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01195
Number of participants with account balances2013-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01109
Total number of active participants reported on line 7a of the Form 55002012-07-01135
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0136
Total of all active and inactive participants2012-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01171
Number of participants with account balances2012-07-01110
2011: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01141
Total number of active participants reported on line 7a of the Form 55002011-07-0196
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01109
Number of participants with account balances2011-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01135
Total number of active participants reported on line 7a of the Form 55002010-07-0190
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0151
Total of all active and inactive participants2010-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01141
Number of participants with account balances2010-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01125
Total number of active participants reported on line 7a of the Form 55002009-07-0182
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0153
Total of all active and inactive participants2009-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01135
Number of participants with account balances2009-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN

Measure Date Value
2022 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-04-01$118,471
Total of all expenses incurred2022-04-01$2,787,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$2,777,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$88,755
Value of total assets at end of year2022-04-01$0
Value of total assets at beginning of year2022-04-01$2,669,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$10,601
Total interest from all sources2022-04-01$1,242
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$88,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-04-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-04-01$88,924
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$500,000
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$88,755
Participant contributions at end of year2022-04-01$0
Participant contributions at beginning of year2022-04-01$45,633
Participant contributions at end of year2022-04-01$0
Participant contributions at beginning of year2022-04-01$0
Administrative expenses (other) incurred2022-04-01$10,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$-2,669,372
Value of net assets at end of year (total assets less liabilities)2022-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$2,669,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-01$2,623,739
Interest on participant loans2022-04-01$1,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-01$-60,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$2,777,242
Did the plan have assets held for investment2022-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01Yes
Opinion of an independent qualified public accountant for this plan2022-04-01Disclaimer
Accountancy firm name2022-04-01LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2022-04-01200545687
2021 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$782,961
Total of all expenses incurred2021-06-30$78,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$71,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$241,075
Value of total assets at end of year2021-06-30$2,669,372
Value of total assets at beginning of year2021-06-30$1,964,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,850
Total interest from all sources2021-06-30$3,049
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$75,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$75,661
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$241,075
Participant contributions at end of year2021-06-30$45,633
Participant contributions at beginning of year2021-06-30$57,292
Participant contributions at beginning of year2021-06-30$0
Administrative expenses (other) incurred2021-06-30$6,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$704,570
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,669,372
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,964,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,623,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,907,510
Interest on participant loans2021-06-30$3,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$463,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$71,541
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2021-06-30200545687
2020 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$350,959
Total of all expenses incurred2020-06-30$305,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$297,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$224,947
Value of total assets at end of year2020-06-30$1,964,802
Value of total assets at beginning of year2020-06-30$1,919,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,239
Total interest from all sources2020-06-30$3,856
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$70,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$70,786
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$219,206
Participant contributions at end of year2020-06-30$57,292
Participant contributions at beginning of year2020-06-30$70,541
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$157,437
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,741
Other income not declared elsewhere2020-06-30$5,006
Administrative expenses (other) incurred2020-06-30$8,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$45,163
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,964,802
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,919,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,907,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,691,661
Interest on participant loans2020-06-30$3,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$46,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$297,557
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2020-06-30200545687
2019 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$285,109
Total of all expenses incurred2019-06-30$47,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$45,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$193,442
Value of total assets at end of year2019-06-30$1,919,639
Value of total assets at beginning of year2019-06-30$1,681,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,065
Total interest from all sources2019-06-30$3,427
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$62,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$62,100
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$170,605
Participant contributions at end of year2019-06-30$70,541
Participant contributions at beginning of year2019-06-30$54,993
Participant contributions at end of year2019-06-30$157,437
Participant contributions at beginning of year2019-06-30$132,885
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$22,837
Administrative expenses (other) incurred2019-06-30$2,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$237,659
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,919,639
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,681,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,691,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,494,102
Interest on participant loans2019-06-30$3,427
Interest earned on other investments2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$26,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$45,385
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2019-06-30200545687
2018 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2018 401k financial data
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$281,916
Total of all expenses incurred2018-06-30$57,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$59,469
Expenses. Certain deemed distributions of participant loans2018-06-30$-4,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$143,750
Value of total assets at end of year2018-06-30$1,681,980
Value of total assets at beginning of year2018-06-30$1,457,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,865
Total interest from all sources2018-06-30$4,163
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$32,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$32,416
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$143,750
Participant contributions at end of year2018-06-30$54,993
Participant contributions at beginning of year2018-06-30$71,018
Participant contributions at end of year2018-06-30$132,885
Participant contributions at beginning of year2018-06-30$90,299
Administrative expenses (other) incurred2018-06-30$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$224,861
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,681,980
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,457,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,494,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,241,896
Interest on participant loans2018-06-30$2,645
Interest earned on other investments2018-06-30$822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$53,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$101,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$59,469
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2018-06-30200545687
2017 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$258,915
Total of all expenses incurred2017-06-30$167,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$94,073
Expenses. Certain deemed distributions of participant loans2017-06-30$71,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$101,421
Value of total assets at end of year2017-06-30$1,457,119
Value of total assets at beginning of year2017-06-30$1,365,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,167
Total interest from all sources2017-06-30$8,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$101,221
Participant contributions at end of year2017-06-30$71,018
Participant contributions at beginning of year2017-06-30$129,024
Participant contributions at end of year2017-06-30$90,299
Participant contributions at beginning of year2017-06-30$76,903
Administrative expenses (other) incurred2017-06-30$2,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$91,318
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,457,119
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,365,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,241,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,065,050
Interest on participant loans2017-06-30$6,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$53,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$94,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$149,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$94,073
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2017-06-30200545687
2016 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$102,553
Total of all expenses incurred2016-06-30$108,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$106,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$84,891
Value of total assets at end of year2016-06-30$1,365,801
Value of total assets at beginning of year2016-06-30$1,371,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,403
Total interest from all sources2016-06-30$9,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$83,424
Participant contributions at end of year2016-06-30$129,024
Participant contributions at beginning of year2016-06-30$140,465
Participant contributions at end of year2016-06-30$76,903
Participant contributions at beginning of year2016-06-30$96,420
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,467
Administrative expenses (other) incurred2016-06-30$1,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,624
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,365,801
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,371,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,065,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$970,493
Interest on participant loans2016-06-30$6,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$94,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$164,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$8,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$106,774
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2016-06-30200545687
2015 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$221,841
Total of all expenses incurred2015-06-30$85,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$83,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$184,585
Value of total assets at end of year2015-06-30$1,371,425
Value of total assets at beginning of year2015-06-30$1,235,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,500
Total interest from all sources2015-06-30$8,765
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$104,585
Participant contributions at end of year2015-06-30$140,465
Participant contributions at beginning of year2015-06-30$78,991
Participant contributions at end of year2015-06-30$96,420
Participant contributions at beginning of year2015-06-30$106,779
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$80,000
Administrative expenses (other) incurred2015-06-30$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$136,116
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,371,425
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,235,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$970,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$844,315
Interest on participant loans2015-06-30$4,076
Interest earned on other investments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$4,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$164,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$205,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$28,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$83,225
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2015-06-30200545687
2014 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$378,882
Total of all expenses incurred2014-06-30$83,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$81,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$224,006
Value of total assets at end of year2014-06-30$1,235,309
Value of total assets at beginning of year2014-06-30$939,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,857
Total interest from all sources2014-06-30$9,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$224,006
Participant contributions at end of year2014-06-30$78,991
Participant contributions at beginning of year2014-06-30$68,135
Participant contributions at end of year2014-06-30$106,779
Participant contributions at beginning of year2014-06-30$1,342
Other income not declared elsewhere2014-06-30$1,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$295,849
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,235,309
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$939,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$1,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$844,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$570,284
Interest on participant loans2014-06-30$2,879
Interest earned on other investments2014-06-30$6,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$205,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$299,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$143,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$81,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2014-06-30200545687
2013 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$119,717
Total of all expenses incurred2013-06-30$43,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$42,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$39,421
Value of total assets at end of year2013-06-30$939,460
Value of total assets at beginning of year2013-06-30$863,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$979
Total interest from all sources2013-06-30$10,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$160,500
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$39,421
Participant contributions at end of year2013-06-30$68,135
Participant contributions at beginning of year2013-06-30$39,671
Participant contributions at end of year2013-06-30$1,342
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$76,294
Value of net assets at end of year (total assets less liabilities)2013-06-30$939,460
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$863,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$979
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$570,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$500,786
Interest on participant loans2013-06-30$2,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$7,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$299,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$309,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$69,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$13,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$42,444
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LAWRENCE R. MITCHELL & COMPANY
Accountancy firm EIN2013-06-30200545687
2012 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$93,330
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$69,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$68,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$96,735
Value of total assets at end of year2012-06-30$863,166
Value of total assets at beginning of year2012-06-30$838,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$287
Total interest from all sources2012-06-30$9,896
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$160,500
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$39,671
Participant contributions at beginning of year2012-06-30$34,771
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$486
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$24,319
Value of net assets at end of year (total assets less liabilities)2012-06-30$863,166
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$838,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$287
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$500,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$487,753
Interest on participant loans2012-06-30$1,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$8,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$309,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$290,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-13,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$96,249
Employer contributions (assets) at end of year2012-06-30$13,360
Employer contributions (assets) at beginning of year2012-06-30$25,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$68,724
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LAWRENCE R. MITCHELL & COMPANY,CPAS
Accountancy firm EIN2012-06-30200545687
2011 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$187,864
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$63,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$62,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$90,995
Value of total assets at end of year2011-06-30$838,847
Value of total assets at beginning of year2011-06-30$714,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$654
Total interest from all sources2011-06-30$10,015
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$34,771
Participant contributions at beginning of year2011-06-30$24,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$124,540
Value of net assets at end of year (total assets less liabilities)2011-06-30$838,847
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$714,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$654
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$487,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$410,733
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$1,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$9,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$290,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$268,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$86,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$90,995
Employer contributions (assets) at end of year2011-06-30$25,432
Employer contributions (assets) at beginning of year2011-06-30$11,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$62,670
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LAWRENCE R. MITCHELL & COMPANY,CPAS
Accountancy firm EIN2011-06-30200545687
2010 : SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN

2021: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: SOUTH BAY FAMILY HEALTHCARE CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered35
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered36
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered36
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,496
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees3386
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered110
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,075
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered105
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61562
Policy instance 1
Insurance contract or identification number61562
Number of Individuals Covered129
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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