401k Plan data: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN plan

CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CHARLES DREW HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES DREW HEALTH CENTER, INC.

Employer identification number (EIN): 470666715

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-09-01
001 2017-09-01
001 2016-09-01 TARSHA JACKSON 2019-08-27
001 2015-09-01 TARSHA JACKSON TARSHA JACKSON 2018-08-24
001 2015-09-01 TARSHA JACKSON 2018-08-24
001 2014-09-01 ANITA MCGAUGH 2016-03-15 ANITA MCGAUGH 2016-03-15
001 2013-09-01 ANITA MCGAUGH 2015-03-17 ANITA MCGAUGH 2015-03-17
001 2012-09-01 ANITA MCGAUGH 2014-03-31 ANITA MCGAUGH 2014-03-31
001 2011-09-01 ANITA MCGAUGH 2013-01-14 ANITA MCGAUGH 2013-01-14
001 2010-09-01 ANITA MCGAUGH 2012-03-01 ANITA MCGAUGH 2012-03-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-09-01
001	2017-09-01
001	2016-09-01			TARSHA JACKSON	2019-08-27
001	2015-09-01	TARSHA JACKSON		TARSHA JACKSON	2018-08-24
001	2015-09-01			TARSHA JACKSON	2018-08-24
001	2014-09-01	ANITA MCGAUGH	2016-03-15	ANITA MCGAUGH	2016-03-15
001	2013-09-01	ANITA MCGAUGH	2015-03-17	ANITA MCGAUGH	2015-03-17
001	2012-09-01	ANITA MCGAUGH	2014-03-31	ANITA MCGAUGH	2014-03-31
001	2011-09-01	ANITA MCGAUGH	2013-01-14	ANITA MCGAUGH	2013-01-14
001	2010-09-01	ANITA MCGAUGH	2012-03-01	ANITA MCGAUGH	2012-03-01

Plan Statistics for CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 224
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 133
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 36
Total of all active and inactive participants 2018-09-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 169
Number of participants with account balances 2018-09-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 153
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 23
Total of all active and inactive participants 2017-09-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 176
Number of participants with account balances 2017-09-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 108
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 21
Total of all active and inactive participants 2016-09-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 129
Number of participants with account balances 2016-09-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 118
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 14
Total of all active and inactive participants 2015-09-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 132
Number of participants with account balances 2015-09-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0

Measure	Date	Value
2018: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	224
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	133
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	36
Total of all active and inactive participants	2018-09-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	169
Number of participants with account balances	2018-09-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	153
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	23
Total of all active and inactive participants	2017-09-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	176
Number of participants with account balances	2017-09-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	108
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	21
Total of all active and inactive participants	2016-09-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	129
Number of participants with account balances	2016-09-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	118
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	14
Total of all active and inactive participants	2015-09-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	132
Number of participants with account balances	2015-09-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0

Financial Data on CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2019 : CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-08-31	$0
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total transfer of assets to this plan	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$921,065
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$333,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$307,919
Expenses. Certain deemed distributions of participant loans	2019-08-31	$0
Value of total corrective distributions	2019-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$862,979
Value of total assets at end of year	2019-08-31	$4,500,013
Value of total assets at beginning of year	2019-08-31	$3,912,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$25,798
Total income from rents	2019-08-31	$0
Total interest from all sources	2019-08-31	$11,150
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$39,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$39,819
Administrative expenses professional fees incurred	2019-08-31	$0
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Amount of non-exempt transactions with any party-in-interest	2019-08-31	$0
Contributions received from participants	2019-08-31	$418,329
Participant contributions at end of year	2019-08-31	$130,792
Participant contributions at beginning of year	2019-08-31	$122,181
Participant contributions at end of year	2019-08-31	$14,663
Participant contributions at beginning of year	2019-08-31	$14,204
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$197,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$0
Other income not declared elsewhere	2019-08-31	$397
Administrative expenses (other) incurred	2019-08-31	$0
Liabilities. Value of operating payables at beginning of year	2019-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$587,348
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$4,500,013
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$3,912,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-08-31	$0
Investment advisory and management fees	2019-08-31	$19,614
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$3,947,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$3,396,198
Interest on participant loans	2019-08-31	$6,709
Income. Interest from loans (other than to participants)	2019-08-31	$0
Interest earned on other investments	2019-08-31	$4,441
Income. Interest from US Government securities	2019-08-31	$0
Income. Interest from corporate debt instruments	2019-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$398,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$371,674
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$6,720
Net investment gain/loss from pooled separate accounts	2019-08-31	$0
Net investment gain or loss from common/collective trusts	2019-08-31	$0
Net gain/loss from 103.12 investment entities	2019-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$246,758
Employer contributions (assets) at end of year	2019-08-31	$8,562
Employer contributions (assets) at beginning of year	2019-08-31	$8,408
Income. Dividends from preferred stock	2019-08-31	$0
Income. Dividends from common stock	2019-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$307,919
Contract administrator fees	2019-08-31	$6,184
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$0
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Aggregate proceeds on sale of assets	2019-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-08-31	$0
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	LUTZ AND COMPANY, P.C.
Accountancy firm EIN	2019-08-31	470625816
2018 : CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-08-31	$0
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total transfer of assets to this plan	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$999,697
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$234,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$211,920
Expenses. Certain deemed distributions of participant loans	2018-08-31	$1,367
Value of total corrective distributions	2018-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$674,167
Value of total assets at end of year	2018-08-31	$3,912,665
Value of total assets at beginning of year	2018-08-31	$3,147,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$21,496
Total income from rents	2018-08-31	$0
Total interest from all sources	2018-08-31	$9,292
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$37,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$37,238
Administrative expenses professional fees incurred	2018-08-31	$0
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$150,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Amount of non-exempt transactions with any party-in-interest	2018-08-31	$0
Contributions received from participants	2018-08-31	$390,309
Participant contributions at end of year	2018-08-31	$122,181
Participant contributions at beginning of year	2018-08-31	$110,026
Participant contributions at end of year	2018-08-31	$14,204
Participant contributions at beginning of year	2018-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$47,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$0
Other income not declared elsewhere	2018-08-31	$274
Administrative expenses (other) incurred	2018-08-31	$0
Liabilities. Value of operating payables at beginning of year	2018-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$764,914
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$3,912,665
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$3,147,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-08-31	$0
Investment advisory and management fees	2018-08-31	$16,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$3,396,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$2,655,028
Interest on participant loans	2018-08-31	$5,205
Income. Interest from loans (other than to participants)	2018-08-31	$0
Interest earned on other investments	2018-08-31	$4,087
Income. Interest from US Government securities	2018-08-31	$0
Income. Interest from corporate debt instruments	2018-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$371,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$382,697
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$278,726
Net investment gain/loss from pooled separate accounts	2018-08-31	$0
Net investment gain or loss from common/collective trusts	2018-08-31	$0
Net gain/loss from 103.12 investment entities	2018-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$236,853
Employer contributions (assets) at end of year	2018-08-31	$8,408
Employer contributions (assets) at beginning of year	2018-08-31	$0
Income. Dividends from preferred stock	2018-08-31	$0
Income. Dividends from common stock	2018-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$211,920
Contract administrator fees	2018-08-31	$4,589
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$0
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Aggregate proceeds on sale of assets	2018-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	HAMILTON ASSOCIATES PC
Accountancy firm EIN	2018-08-31	421309302
2017 : CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-08-31	$0
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total transfer of assets to this plan	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$776,607
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$199,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$180,976
Expenses. Certain deemed distributions of participant loans	2017-08-31	$0
Value of total corrective distributions	2017-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$513,215
Value of total assets at end of year	2017-08-31	$3,147,751
Value of total assets at beginning of year	2017-08-31	$2,570,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$18,107
Total income from rents	2017-08-31	$0
Total interest from all sources	2017-08-31	$7,145
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$19,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$19,826
Administrative expenses professional fees incurred	2017-08-31	$0
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$150,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Amount of non-exempt transactions with any party-in-interest	2017-08-31	$0
Contributions received from participants	2017-08-31	$307,754
Participant contributions at end of year	2017-08-31	$110,026
Participant contributions at beginning of year	2017-08-31	$45,219
Participant contributions at end of year	2017-08-31	$0
Participant contributions at beginning of year	2017-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$26,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$0
Other income not declared elsewhere	2017-08-31	$0
Administrative expenses (other) incurred	2017-08-31	$0
Liabilities. Value of operating payables at beginning of year	2017-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$577,524
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$3,147,751
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$2,570,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-08-31	$0
Investment advisory and management fees	2017-08-31	$13,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$2,655,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$2,175,438
Interest on participant loans	2017-08-31	$3,312
Income. Interest from loans (other than to participants)	2017-08-31	$0
Interest earned on other investments	2017-08-31	$3,833
Income. Interest from US Government securities	2017-08-31	$0
Income. Interest from corporate debt instruments	2017-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$382,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$349,570
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$236,421
Net investment gain/loss from pooled separate accounts	2017-08-31	$0
Net investment gain or loss from common/collective trusts	2017-08-31	$0
Net gain/loss from 103.12 investment entities	2017-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$179,267
Employer contributions (assets) at end of year	2017-08-31	$0
Employer contributions (assets) at beginning of year	2017-08-31	$0
Income. Dividends from preferred stock	2017-08-31	$0
Income. Dividends from common stock	2017-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$180,976
Contract administrator fees	2017-08-31	$4,436
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$0
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Aggregate proceeds on sale of assets	2017-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	HAMILTON ASSOCIATES P.C.
Accountancy firm EIN	2017-08-31	421309302
2016 : CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$0
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total transfer of assets to this plan	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$648,908
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$726,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$711,943
Expenses. Certain deemed distributions of participant loans	2016-08-31	$0
Value of total corrective distributions	2016-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$523,236
Value of total assets at end of year	2016-08-31	$2,570,227
Value of total assets at beginning of year	2016-08-31	$2,648,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$14,969
Total income from rents	2016-08-31	$0
Total interest from all sources	2016-08-31	$5,565
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$20,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$20,463
Administrative expenses professional fees incurred	2016-08-31	$0
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$150,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Amount of non-exempt transactions with any party-in-interest	2016-08-31	$0
Contributions received from participants	2016-08-31	$303,287
Participant contributions at end of year	2016-08-31	$45,219
Participant contributions at beginning of year	2016-08-31	$47,380
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$53,764
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$0
Other income not declared elsewhere	2016-08-31	$0
Administrative expenses (other) incurred	2016-08-31	$0
Liabilities. Value of operating payables at beginning of year	2016-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-78,004
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$2,570,227
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$2,648,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-08-31	$0
Investment advisory and management fees	2016-08-31	$11,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$2,175,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$2,325,791
Interest on participant loans	2016-08-31	$1,709
Income. Interest from loans (other than to participants)	2016-08-31	$0
Interest earned on other investments	2016-08-31	$3,856
Income. Interest from US Government securities	2016-08-31	$0
Income. Interest from corporate debt instruments	2016-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$349,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$275,060
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$99,644
Net investment gain/loss from pooled separate accounts	2016-08-31	$0
Net investment gain or loss from common/collective trusts	2016-08-31	$0
Net gain/loss from 103.12 investment entities	2016-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$166,185
Employer contributions (assets) at end of year	2016-08-31	$0
Employer contributions (assets) at beginning of year	2016-08-31	$0
Income. Dividends from preferred stock	2016-08-31	$0
Income. Dividends from common stock	2016-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$711,943
Contract administrator fees	2016-08-31	$3,021
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$0
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Aggregate proceeds on sale of assets	2016-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	HAMILTON ASSOCIATES P.C.
Accountancy firm EIN	2016-08-31	421309302

Form 5500 Responses for CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN

2018: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES DREW HEALTH CENTER, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	Yes
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	169
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	176
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHARLES DREW HEALTH CENTER, INC.
Employer identification number (EIN):	470666715
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)