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RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

OSTEOPATHIC HERITAGE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:OSTEOPATHIC HERITAGE FOUNDATION
Employer identification number (EIN):316056252
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about OSTEOPATHIC HERITAGE FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1961-12-12
Company Identification Number: 306101
Legal Registered Office Address: 65 E STATE ST #2100
-
COLUMBUS
United States of America (USA)
43215

More information about OSTEOPATHIC HERITAGE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRI DONLIN HUESMAN2024-07-25 TERRI DONLIN HUESMAN2024-07-25
0012022-01-01TERRI DONLIN HUESMAN2023-07-27 TERRI DONLIN HUESMAN2023-07-27
0012021-01-01TERRI DONLIN HUESMAN2022-09-21 TERRI DONLIN HUESMAN2022-09-21
0012020-01-01TERRI DONLIN HUESMAN2021-10-07 TERRI DONLIN HUESMAN2021-10-07
0012019-01-01TERRI DONLIN HUESMAN2020-09-17 TERRI DONLIN HUESMAN2020-09-17
0012018-01-01TERRI DONLIN HUESMAN2019-09-27 TERRI DONLIN HUESMAN2019-09-27
0012017-01-01TERRI DONLIN HUESMAN2018-10-09 TERRI DONLIN HUESMAN2018-10-09
0012016-01-01THEODORE M OFAT2017-10-02 RICHARD VINCENT2017-10-02
0012015-01-01THEODORE M OFAT2016-10-10 RICHARD VINCENT2016-10-10
0012014-01-01RICHARD MITCHELL2015-10-06 RICHARD VINCENT2015-10-06
0012013-01-01RICHARD MITCHELL RICHARD VINCENT2014-10-10
0012012-01-01RICHARD MITCHELL RICHARD VINCENT2013-10-15
0012011-01-01RICHARD MITCHELL RICHARD VINCENT2012-10-11
0012010-01-01RICHARD MITCHELL RICHARD VINCENT2011-10-10
0012009-01-01RICHARD MITCHELL RICHARD VINCENT2010-10-12
0012009-01-01RICHARD MITCHELL RICHARD VINCENT2010-10-26
0012009-01-01RICHARD MITCHELL RICHARD VINCENT2010-10-18

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT

Measure Date Value
2025: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2025 401k membership
Total number of particpants at beginning of year2025-07-252
Total number of particpants at end of year2025-07-252
2024: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2024 401k membership
Total number of particpants at beginning of year2024-07-292
Total number of particpants at end of year2024-07-292
2022: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2022 401k membership
Market value of plan assets2022-12-311,428,991
Acturial value of plan assets2022-12-311,428,991
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,275,182
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,275,182
Total participant count2022-12-312
Total funding target for all participants2022-12-311,275,182
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31204,846
Amount remaining of prefunding balance2022-12-31204,846
Present value of excess contributions2022-12-31214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31212,507
Total employer contributions2022-12-31148,351
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31138,983
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31133,266
Net shortfall amortization installment of oustanding balance2022-12-3158,698
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31138,690
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31138,690
Contributions allocatedtoward minimum required contributions for current year2022-12-31138,983
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-10-062
Total number of particpants at end of year2022-10-062
2021: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2021 401k membership
Market value of plan assets2021-12-311,269,290
Acturial value of plan assets2021-12-311,269,290
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,047,047
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,047,047
Total participant count2021-12-312
Total funding target for all participants2021-12-311,047,047
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31167,755
Amount remaining of prefunding balance2021-12-31167,755
Present value of excess contributions2021-12-31192,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31202,635
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31204,846
Total employer contributions2021-12-31111,335
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31106,969
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31124,152
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31106,755
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31106,755
Contributions allocatedtoward minimum required contributions for current year2021-12-31106,969
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2020 401k membership
Market value of plan assets2020-12-312,777,304
Acturial value of plan assets2020-12-312,777,304
Funding target for retired participants and beneficiaries receiving payment2020-12-312,255,768
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3114,393
Active participant vested funding target2020-12-31865,767
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31865,767
Total participant count2020-12-3113
Total funding target for all participants2020-12-313,135,928
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31151,568
Amount remaining of prefunding balance2020-12-31151,568
Present value of excess contributions2020-12-31144,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31152,044
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31167,755
Total employer contributions2020-12-31512,889
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31495,808
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31177,891
Net shortfall amortization installment of oustanding balance2020-12-31526,379
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31303,354
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31303,354
Contributions allocatedtoward minimum required contributions for current year2020-12-31495,808
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2019 401k membership
Market value of plan assets2019-12-312,952,425
Acturial value of plan assets2019-12-312,952,425
Funding target for retired participants and beneficiaries receiving payment2019-12-311,471,513
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-3178,916
Active participant vested funding target2019-12-311,926,100
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,926,100
Total participant count2019-12-3118
Total funding target for all participants2019-12-313,476,529
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31520,461
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31520,461
Present value of excess contributions2019-12-31166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31175
Reductions in prefunding balances due to elections or deemed elections2019-12-31358,380
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31151,568
Total employer contributions2019-12-31443,678
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31428,064
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31136,608
Net shortfall amortization installment of oustanding balance2019-12-31675,672
Total funding amount beforereflecting carryover/prefunding balances2019-12-31283,851
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31283,851
Contributions allocatedtoward minimum required contributions for current year2019-12-31428,064
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2018 401k membership
Market value of plan assets2018-12-312,959,703
Acturial value of plan assets2018-12-312,959,703
Funding target for retired participants and beneficiaries receiving payment2018-12-31292,629
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-31228,123
Active participant vested funding target2018-12-312,528,299
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-312,528,299
Total participant count2018-12-3123
Total funding target for all participants2018-12-313,049,051
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31592,149
Amount remaining of prefunding balance2018-12-31592,149
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31129,778
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31520,461
Total employer contributions2018-12-31199,356
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31191,523
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3170,085
Net shortfall amortization installment of oustanding balance2018-12-31609,809
Total funding amount beforereflecting carryover/prefunding balances2018-12-31191,357
Carryover balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31191,357
Contributions allocatedtoward minimum required contributions for current year2018-12-31191,523
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2017 401k membership
Market value of plan assets2017-12-313,213,688
Acturial value of plan assets2017-12-313,213,688
Funding target for retired participants and beneficiaries receiving payment2017-12-31295,392
Number of terminated vested participants2017-12-3139
Fundng target for terminated vested participants2017-12-31789,336
Active participant vested funding target2017-12-312,126,932
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-312,126,932
Total participant count2017-12-3154
Total funding target for all participants2017-12-313,211,660
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31575,461
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of prefunding balance2017-12-31575,461
Present value of excess contributions2017-12-31108,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31114,907
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31592,149
Total employer contributions2017-12-31190,678
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31181,452
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31144,367
Net shortfall amortization installment of oustanding balance2017-12-31127,262
Total funding amount beforereflecting carryover/prefunding balances2017-12-31181,452
Carryover balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31181,452
Contributions allocatedtoward minimum required contributions for current year2017-12-31181,452
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2016 401k membership
Market value of plan assets2016-12-312,882,862
Acturial value of plan assets2016-12-312,882,862
Funding target for retired participants and beneficiaries receiving payment2016-12-31275,869
Number of terminated vested participants2016-12-3143
Fundng target for terminated vested participants2016-12-31807,406
Active participant vested funding target2016-12-311,785,506
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-311,785,506
Total participant count2016-12-3158
Total funding target for all participants2016-12-312,868,781
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31186,590
Prefunding balanced used to offset prior years funding requirement2016-12-31150,439
Amount remaining of prefunding balance2016-12-3136,151
Present value of excess contributions2016-12-31571,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31593,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31540,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31575,461
Total employer contributions2016-12-31268,095
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31252,765
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31107,113
Net shortfall amortization installment of oustanding balance2016-12-31158,372
Total funding amount beforereflecting carryover/prefunding balances2016-12-31144,198
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31144,198
Contributions allocatedtoward minimum required contributions for current year2016-12-31252,765
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2013: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 401k membership
Total participants, beginning-of-year2013-01-01154
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0118
Total participants2012-01-01154
2011: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0118
Total participants2011-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01126
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0118
Total participants2010-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-01161
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT

Measure Date Value
2025 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-257616
Net assets as of the end of the plan year2025-07-251861550
Total assets as of the beginning of the plan year2025-07-251571723
Value of plan covered by a fidelity bond2025-07-255000000
Other income to plan in this plan year2025-07-25117182
Plan net income in this plan year2025-07-25289827
Net assets as of the end of the plan year2025-07-251861550
Net assets as of the beginning of the plan year2025-07-251571723
Employer contributions to plan in this plan year2025-07-25180261
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-257616
2024 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-297577
Net assets as of the end of the plan year2024-07-291571723
Total assets as of the beginning of the plan year2024-07-291134031
Value of plan covered by a fidelity bond2024-07-295000000
Other income to plan in this plan year2024-07-29192899
Plan net income in this plan year2024-07-29437692
Net assets as of the end of the plan year2024-07-291571723
Net assets as of the beginning of the plan year2024-07-291134031
Employer contributions to plan in this plan year2024-07-29252370
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-297577
2022 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-067646
Net assets as of the end of the plan year2022-10-061390096
Total assets as of the beginning of the plan year2022-10-061269290
Value of plan covered by a fidelity bond2022-10-065000000
Other income to plan in this plan year2022-10-0656392
Plan net income in this plan year2022-10-06120806
Net assets as of the end of the plan year2022-10-061390096
Net assets as of the beginning of the plan year2022-10-061269290
Employer contributions to plan in this plan year2022-10-0672060
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-067646
2013 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,257
Total unrealized appreciation/depreciation of assets2013-12-31$5,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$161,419
Total loss/gain on sale of assets2013-12-31$83,092
Total of all expenses incurred2013-12-31$331,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$312,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$2,337,095
Value of total assets at beginning of year2013-12-31$2,507,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,197
Total interest from all sources2013-12-31$46,518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,028
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,531
Other income not declared elsewhere2013-12-31$367
Administrative expenses (other) incurred2013-12-31$2,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-170,427
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,337,095
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,507,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$465,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$399,252
Income. Interest from US Government securities2013-12-31$22,233
Income. Interest from corporate debt instruments2013-12-31$24,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$232,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$241,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$241,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Asset value of US Government securities at end of year2013-12-31$772,148
Asset value of US Government securities at beginning of year2013-12-31$782,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-7,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$130,000
Income. Dividends from common stock2013-12-31$5,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$312,649
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$397,294
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$482,388
Contract administrator fees2013-12-31$1,860
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$458,240
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$458,173
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$644,294
Aggregate carrying amount (costs) on sale of assets2013-12-31$561,202
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOHN GERLACH & CO LLP
Accountancy firm EIN2013-12-31314419361
2012 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$53,577
Total unrealized appreciation/depreciation of assets2012-12-31$53,577
Total income from all sources (including contributions)2012-12-31$312,990
Total loss/gain on sale of assets2012-12-31$31,916
Total of all expenses incurred2012-12-31$49,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$130,000
Value of total assets at end of year2012-12-31$2,507,522
Value of total assets at beginning of year2012-12-31$2,243,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,864
Total interest from all sources2012-12-31$42,212
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$18,983
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,321
Other income not declared elsewhere2012-12-31$995
Administrative expenses (other) incurred2012-12-31$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$263,671
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,507,522
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,243,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$399,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$350,990
Income. Interest from US Government securities2012-12-31$17,234
Income. Interest from corporate debt instruments2012-12-31$24,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$241,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$87,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$87,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$100
Asset value of US Government securities at end of year2012-12-31$782,528
Asset value of US Government securities at beginning of year2012-12-31$712,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$130,000
Employer contributions (assets) at end of year2012-12-31$130,000
Employer contributions (assets) at beginning of year2012-12-31$151,000
Income. Dividends from common stock2012-12-31$5,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,455
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$482,388
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$402,002
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$73,816
Contract administrator fees2012-12-31$1,520
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$458,173
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$455,326
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$698,517
Aggregate carrying amount (costs) on sale of assets2012-12-31$666,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOHN GERLACH & CO LLP
Accountancy firm EIN2012-12-31314419361
2011 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-51,609
Total unrealized appreciation/depreciation of assets2011-12-31$-51,609
Total income from all sources (including contributions)2011-12-31$200,549
Total loss/gain on sale of assets2011-12-31$37,742
Total of all expenses incurred2011-12-31$72,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$151,000
Value of total assets at end of year2011-12-31$2,243,852
Value of total assets at beginning of year2011-12-31$2,116,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,741
Total interest from all sources2011-12-31$43,023
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,672
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,646
Administrative expenses (other) incurred2011-12-31$162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$127,739
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,243,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,116,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$350,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$336,156
Income. Interest from US Government securities2011-12-31$21,325
Income. Interest from corporate debt instruments2011-12-31$21,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$87,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$128,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$128,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$172
Asset value of US Government securities at end of year2011-12-31$712,818
Asset value of US Government securities at beginning of year2011-12-31$586,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$151,000
Employer contributions (assets) at end of year2011-12-31$151,000
Income. Dividends from common stock2011-12-31$7,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,069
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$402,002
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$490,418
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$73,816
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$71,533
Contract administrator fees2011-12-31$1,135
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$455,326
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$492,181
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$744,157
Aggregate carrying amount (costs) on sale of assets2011-12-31$706,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOHN GERLACH & CO LLP
Accountancy firm EIN2011-12-31314419361
2010 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$77,286
Total unrealized appreciation/depreciation of assets2010-12-31$77,286
Total income from all sources (including contributions)2010-12-31$183,884
Total loss/gain on sale of assets2010-12-31$41,981
Total of all expenses incurred2010-12-31$2,269,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,246,985
Value of total assets at end of year2010-12-31$2,116,113
Value of total assets at beginning of year2010-12-31$4,201,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,665
Total interest from all sources2010-12-31$49,242
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,935
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,468
Other income not declared elsewhere2010-12-31$100
Administrative expenses (other) incurred2010-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,085,766
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,116,113
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,201,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$336,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$348,175
Income. Interest from US Government securities2010-12-31$28,562
Income. Interest from corporate debt instruments2010-12-31$20,587
Value of interest in common/collective trusts at end of year2010-12-31$336,156
Value of interest in common/collective trusts at beginning of year2010-12-31$348,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$128,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,290,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,290,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$93
Asset value of US Government securities at end of year2010-12-31$586,594
Asset value of US Government securities at beginning of year2010-12-31$658,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$6,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,246,985
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$490,418
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$343,350
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$71,533
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$68,294
Contract administrator fees2010-12-31$405
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$492,181
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$480,848
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$640,793
Aggregate carrying amount (costs) on sale of assets2010-12-31$598,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOHN GERLACH & CO LLP
Accountancy firm EIN2010-12-31314419361
2009 : RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT

2013: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF OSTEOPATHIC HERIT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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