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NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 401k Plan overview

Plan NameNEIGHBORHOOD HEALTH CENTER 401(K) PLAN
Plan identification number 001

NEIGHBORHOOD HEALTH CENTER 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEIGHBORHOOD HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:NEIGHBORHOOD HEALTH CENTER
Employer identification number (EIN):273524752
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NEIGHBORHOOD HEALTH CENTER

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2010-11-12
Company Identification Number: 72761399
Legal Registered Office Address: 7320 SW HUNZIKER RD STE 300

PORTLAND
United States of America (USA)
97223

More information about NEIGHBORHOOD HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORHOOD HEALTH CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JOHN ANSAY
0012016-01-01JOHN ANSAY2017-09-26
0012015-01-01BLAIN WEST2016-10-16
0012014-01-01BLAIN WEST2015-10-15 BLAIN WEST2015-10-15
0012013-01-01BLAIN WEST2014-10-14 BLAIN WEST2014-10-14
0012012-01-01BLAIN WEST2013-07-31 BLAIN WEST2013-07-31
0012011-10-01BLAIN WEST2012-10-05 BLAIN WEST2012-10-05

Plan Statistics for NEIGHBORHOOD HEALTH CENTER 401(K) PLAN

401k plan membership statisitcs for NEIGHBORHOOD HEALTH CENTER 401(K) PLAN

Measure Date Value
2022: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01203
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01194
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-0133
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01157
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117

Financial Data on NEIGHBORHOOD HEALTH CENTER 401(K) PLAN

Measure Date Value
2022 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$674,757
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$750,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$664,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,261,912
Value of total assets at end of year2022-12-31$9,212,728
Value of total assets at beginning of year2022-12-31$9,288,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,077
Total interest from all sources2022-12-31$10,631
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$431,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$431,485
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$960,300
Participant contributions at end of year2022-12-31$187,848
Participant contributions at beginning of year2022-12-31$158,532
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$203,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,524
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,212,728
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,288,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,825,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,975,809
Value of interest in pooled separate accounts at end of year2022-12-31$28,337
Value of interest in pooled separate accounts at beginning of year2022-12-31$39,292
Interest on participant loans2022-12-31$10,631
Value of interest in common/collective trusts at end of year2022-12-31$170,638
Value of interest in common/collective trusts at beginning of year2022-12-31$114,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,041,707
Net investment gain/loss from pooled separate accounts2022-12-31$5,413
Net investment gain or loss from common/collective trusts2022-12-31$7,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,098,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$664,204
Contract administrator fees2022-12-31$86,077
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2022-12-31621532536
2021 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,535,248
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,257,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,171,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,253,640
Value of total assets at end of year2021-12-31$9,288,252
Value of total assets at beginning of year2021-12-31$7,010,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,111
Total interest from all sources2021-12-31$8,902
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$864,206
Participant contributions at end of year2021-12-31$158,532
Participant contributions at beginning of year2021-12-31$160,117
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$190,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,278,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,288,252
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,010,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,975,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,717,905
Value of interest in pooled separate accounts at end of year2021-12-31$39,292
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,503
Interest on participant loans2021-12-31$8,902
Value of interest in common/collective trusts at end of year2021-12-31$114,619
Value of interest in common/collective trusts at beginning of year2021-12-31$102,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,261,634
Net investment gain/loss from pooled separate accounts2021-12-31$9,245
Net investment gain or loss from common/collective trusts2021-12-31$1,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,199,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,171,898
Contract administrator fees2021-12-31$85,111
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2021-12-31621532536
2020 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,535,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,049,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$993,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,588,149
Value of total assets at end of year2020-12-31$7,010,013
Value of total assets at beginning of year2020-12-31$5,523,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,343
Total interest from all sources2020-12-31$8,402
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$811,643
Participant contributions at end of year2020-12-31$160,117
Participant contributions at beginning of year2020-12-31$105,207
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$199,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,486,045
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,010,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,523,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,717,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,280,332
Value of interest in pooled separate accounts at end of year2020-12-31$29,503
Value of interest in pooled separate accounts at beginning of year2020-12-31$31,425
Interest on participant loans2020-12-31$8,402
Value of interest in common/collective trusts at end of year2020-12-31$102,488
Value of interest in common/collective trusts at beginning of year2020-12-31$107,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$934,809
Net investment gain/loss from pooled separate accounts2020-12-31$2,183
Net investment gain or loss from common/collective trusts2020-12-31$2,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$577,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$993,367
Contract administrator fees2020-12-31$56,343
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2020-12-31621532536
2019 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,170,697
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$567,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$516,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,226,001
Value of total assets at end of year2019-12-31$5,523,968
Value of total assets at beginning of year2019-12-31$3,920,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,208
Total interest from all sources2019-12-31$8,032
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$611,860
Participant contributions at end of year2019-12-31$105,207
Participant contributions at beginning of year2019-12-31$120,558
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,603,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,523,968
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,920,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,280,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,715,142
Value of interest in pooled separate accounts at end of year2019-12-31$31,425
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,781
Interest on participant loans2019-12-31$8,032
Value of interest in common/collective trusts at end of year2019-12-31$107,004
Value of interest in common/collective trusts at beginning of year2019-12-31$60,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$928,589
Net investment gain/loss from pooled separate accounts2019-12-31$5,758
Net investment gain or loss from common/collective trusts2019-12-31$2,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$609,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$516,906
Contract administrator fees2019-12-31$50,208
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2019-12-31621532536
2018 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$856,935
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$298,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$274,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,088,900
Value of total assets at end of year2018-12-31$3,920,385
Value of total assets at beginning of year2018-12-31$3,362,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,443
Total interest from all sources2018-12-31$5,351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$459,865
Participant contributions at end of year2018-12-31$120,558
Participant contributions at beginning of year2018-12-31$82,652
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$558,242
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,920,385
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,362,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,715,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$219,280
Value of interest in pooled separate accounts at end of year2018-12-31$23,781
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,018,362
Interest on participant loans2018-12-31$5,351
Value of interest in common/collective trusts at end of year2018-12-31$60,904
Value of interest in common/collective trusts at beginning of year2018-12-31$41,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-343,964
Net investment gain/loss from pooled separate accounts2018-12-31$105,662
Net investment gain or loss from common/collective trusts2018-12-31$986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$555,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$274,250
Contract administrator fees2018-12-31$24,443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-12-31621532536
2017 : NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,518,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$252,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$240,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,067,566
Value of total assets at end of year2017-12-31$3,362,143
Value of total assets at beginning of year2017-12-31$2,096,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,541
Total interest from all sources2017-12-31$4,111
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,520
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$423,305
Participant contributions at end of year2017-12-31$82,652
Participant contributions at beginning of year2017-12-31$48,480
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,266,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,362,143
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,096,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$219,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$124,434
Value of interest in pooled separate accounts at end of year2017-12-31$3,018,362
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,888,738
Interest on participant loans2017-12-31$4,111
Value of interest in common/collective trusts at end of year2017-12-31$41,849
Value of interest in common/collective trusts at beginning of year2017-12-31$34,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,792
Net investment gain/loss from pooled separate accounts2017-12-31$420,974
Net investment gain or loss from common/collective trusts2017-12-31$473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$502,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$240,836
Contract administrator fees2017-12-31$11,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2017-12-31621532536

Form 5500 Responses for NEIGHBORHOOD HEALTH CENTER 401(K) PLAN

2022: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEIGHBORHOOD HEALTH CENTER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered253
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees16
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered214
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered186
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered158
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered143
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,208
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1208
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807193
Policy instance 1
Insurance contract or identification number807193
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,176
Are there contracts with allocated funds for individual policies?0
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 Administration0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1176
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE RETIREMENT ADVANTAGE

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