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FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameFAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:FAMILY HEALTH CENTERS OF BALTIMORE, INC.
Employer identification number (EIN):521118424
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ROCHELLE V. DUNBAR2020-10-13
0012018-01-01BRIAN HAWKINS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01PAULA MCLELLAN
0012014-01-01PAULA MCLELLAN
0012013-01-01PAULA MCLELLAN
0012012-01-01PAULA MCLELLAN
0012011-01-01PAULA MCLELLAN
0012010-01-01PAULA MCLELLAN
0012009-01-01PAULA MCLELLAN

Plan Statistics for FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01189
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-0152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01176
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-0175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01191
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01199
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01103
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01210
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01233
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01233
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01209
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01221
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-01106
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01225
Total number of active participants reported on line 7a of the Form 55002010-01-01127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0199
Total of all active and inactive participants2010-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01226
Number of participants with account balances2010-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01223
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-93,812
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$141,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$124,737
Expenses. Certain deemed distributions of participant loans2022-12-31$547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$161,737
Value of total assets at end of year2022-12-31$2,143,043
Value of total assets at beginning of year2022-12-31$2,377,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,803
Total interest from all sources2022-12-31$10,329
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$85,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$85,790
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$220,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$114,025
Participant contributions at end of year2022-12-31$55,056
Participant contributions at beginning of year2022-12-31$8,917
Participant contributions at end of year2022-12-31$13,434
Participant contributions at beginning of year2022-12-31$21,048
Other income not declared elsewhere2022-12-31$9,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-234,899
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,143,043
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,377,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,586,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,820,653
Interest on participant loans2022-12-31$2,568
Interest earned on other investments2022-12-31$7,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$484,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$513,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-360,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,712
Employer contributions (assets) at end of year2022-12-31$3,608
Employer contributions (assets) at beginning of year2022-12-31$13,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$124,737
Contract administrator fees2022-12-31$15,803
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JM & M
Accountancy firm EIN2022-12-31521853933
2021 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$648,740
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$187,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$136,793
Expenses. Certain deemed distributions of participant loans2021-12-31$27,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$512,728
Value of total assets at end of year2021-12-31$2,343,442
Value of total assets at beginning of year2021-12-31$1,881,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,746
Total interest from all sources2021-12-31$8,348
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$96,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$96,704
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$220,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$165,768
Participant contributions at end of year2021-12-31$8,917
Participant contributions at beginning of year2021-12-31$7,059
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$9,168
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$277,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$461,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,343,442
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,881,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,820,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,409,754
Interest on participant loans2021-12-31$1,006
Interest earned on other investments2021-12-31$7,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$513,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$455,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$69,784
Employer contributions (assets) at end of year2021-12-31$13,452
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$136,793
Contract administrator fees2021-12-31$15,713
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JM & M
Accountancy firm EIN2021-12-31521853933
2020 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,702
Total income from all sources (including contributions)2020-12-31$297,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$263,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$246,226
Expenses. Certain deemed distributions of participant loans2020-12-31$9,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$191,281
Value of total assets at end of year2020-12-31$1,881,800
Value of total assets at beginning of year2020-12-31$1,849,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,844
Total interest from all sources2020-12-31$289
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$29,832
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$220,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$156,014
Participant contributions at end of year2020-12-31$7,059
Participant contributions at beginning of year2020-12-31$18,631
Participant contributions at end of year2020-12-31$9,168
Participant contributions at beginning of year2020-12-31$13,098
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,881,800
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,847,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,409,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,817,956
Interest on participant loans2020-12-31$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$455,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$76,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$24,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$246,226
Contract administrator fees2020-12-31$7,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JM & M
Accountancy firm EIN2020-12-31521853933
2019 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$366,043
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$267,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,493
Expenses. Certain deemed distributions of participant loans2019-12-31$1,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$93,449
Value of total assets at end of year2019-12-31$1,849,685
Value of total assets at beginning of year2019-12-31$1,749,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$385
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$220,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$92,897
Participant contributions at end of year2019-12-31$18,631
Participant contributions at beginning of year2019-12-31$17,743
Participant contributions at end of year2019-12-31$13,098
Participant contributions at beginning of year2019-12-31$2,493
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$98,675
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,847,983
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,749,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,817,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,729,072
Interest on participant loans2019-12-31$385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$272,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,493
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2019-12-31521853933
2018 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-46,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$171,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$171,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$107,916
Value of total assets at end of year2018-12-31$1,749,308
Value of total assets at beginning of year2018-12-31$1,967,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$955
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$220,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$107,916
Participant contributions at end of year2018-12-31$17,743
Participant contributions at beginning of year2018-12-31$23,163
Participant contributions at end of year2018-12-31$2,493
Participant contributions at beginning of year2018-12-31$2,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-217,989
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,749,308
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,967,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,729,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,941,967
Interest on participant loans2018-12-31$944
Interest earned on other investments2018-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-155,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$171,691
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2018-12-31521853933
2017 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16
Total income from all sources (including contributions)2017-12-31$357,685
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$85,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$165,399
Value of total assets at end of year2017-12-31$1,967,297
Value of total assets at beginning of year2017-12-31$1,694,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$165,399
Participant contributions at end of year2017-12-31$23,163
Participant contributions at beginning of year2017-12-31$24,904
Participant contributions at end of year2017-12-31$2,167
Participant contributions at beginning of year2017-12-31$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$272,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,967,297
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,694,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,941,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,612,444
Interest on participant loans2017-12-31$1,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$191,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$57,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,170
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$16
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2017-12-31521853933
2016 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16
Total income from all sources (including contributions)2016-12-31$258,275
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$100,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,874
Expenses. Certain deemed distributions of participant loans2016-12-31$4,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$174,368
Value of total assets at end of year2016-12-31$1,694,798
Value of total assets at beginning of year2016-12-31$1,537,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,323
Total interest from all sources2016-12-31$1,176
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,323
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$117,001
Participant contributions at end of year2016-12-31$24,904
Participant contributions at beginning of year2016-12-31$23,524
Participant contributions at end of year2016-12-31$83
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$157,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,694,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,537,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,612,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,415,914
Interest on participant loans2016-12-31$1,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$82,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$57,367
Employer contributions (assets) at end of year2016-12-31$57,367
Employer contributions (assets) at beginning of year2016-12-31$97,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,874
Liabilities. Value of benefit claims payable at end of year2016-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$16
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2016-12-31521853933
2015 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16
Total income from all sources (including contributions)2015-12-31$106,931
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$110,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$100,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$150,931
Value of total assets at end of year2015-12-31$1,537,086
Value of total assets at beginning of year2015-12-31$1,540,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,888
Total interest from all sources2015-12-31$907
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,888
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$110,682
Participant contributions at end of year2015-12-31$23,524
Participant contributions at beginning of year2015-12-31$15,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,729
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,537,070
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,540,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,415,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,400,837
Interest on participant loans2015-12-31$907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$40,249
Employer contributions (assets) at end of year2015-12-31$97,648
Employer contributions (assets) at beginning of year2015-12-31$124,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100,772
Liabilities. Value of benefit claims payable at end of year2015-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$16
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BD & COMPANY, INC.
Accountancy firm EIN2015-12-31451135289
2014 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16
Total income from all sources (including contributions)2014-12-31$259,602
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$225,992
Value of total assets at end of year2014-12-31$1,540,815
Value of total assets at beginning of year2014-12-31$1,330,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,214
Total interest from all sources2014-12-31$374
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,214
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$168,592
Participant contributions at end of year2014-12-31$15,840
Participant contributions at beginning of year2014-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$210,552
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,540,799
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,330,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,400,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,212,768
Interest on participant loans2014-12-31$374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$33,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,400
Employer contributions (assets) at end of year2014-12-31$124,138
Employer contributions (assets) at beginning of year2014-12-31$114,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,836
Liabilities. Value of benefit claims payable at end of year2014-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$16
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2014-12-31522333570
2013 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16
Total income from all sources (including contributions)2013-12-31$375,462
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$93,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$93,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$245,701
Value of total assets at end of year2013-12-31$1,330,263
Value of total assets at beginning of year2013-12-31$1,048,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
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
Contributions received from participants2013-12-31$178,796
Participant contributions at end of year2013-12-31$3,000
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$166
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$282,002
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,330,247
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,048,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,212,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,000,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$129,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$66,739
Employer contributions (assets) at end of year2013-12-31$114,495
Employer contributions (assets) at beginning of year2013-12-31$47,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$93,460
Liabilities. Value of benefit claims payable at end of year2013-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$16
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
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 name2013-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2013-12-31522333570
2012 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$264,939
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$166,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$145,333
Expenses. Certain deemed distributions of participant loans2012-12-31$7,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$185,594
Value of total assets at end of year2012-12-31$1,048,261
Value of total assets at beginning of year2012-12-31$949,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,950
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,461
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$15,461
Administrative expenses professional fees incurred2012-12-31$12,950
Was this plan covered by a fidelity bond2012-12-31No
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
Contributions received from participants2012-12-31$90,427
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,529
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$98,749
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,048,245
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$949,496
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,000,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$448,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$499,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$63,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$95,167
Employer contributions (assets) at end of year2012-12-31$47,756
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$145,333
Liabilities. Value of benefit claims payable at end of year2012-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
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 name2012-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2012-12-31522333570
2011 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$97,568
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$97,930
Value of total assets at end of year2011-12-31$949,496
Value of total assets at beginning of year2011-12-31$888,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,373
Total interest from all sources2011-12-31$16,727
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,373
Was this plan covered by a fidelity bond2011-12-31No
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
Contributions received from participants2011-12-31$73,778
Participant contributions at end of year2011-12-31$1,529
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$60,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$949,496
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$888,896
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$448,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$441,320
Interest earned on other investments2011-12-31$16,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$499,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$447,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$24,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,595
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
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 name2011-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2011-12-31522333570
2010 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$144,626
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$22,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,543
Value of total assets at end of year2010-12-31$888,896
Value of total assets at beginning of year2010-12-31$766,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,542
Total interest from all sources2010-12-31$15,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,542
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$54,898
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$122,189
Value of net assets at end of year (total assets less liabilities)2010-12-31$888,896
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$766,707
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
Value of interest in pooled separate accounts at end of year2010-12-31$441,320
Value of interest in pooled separate accounts at beginning of year2010-12-31$366,236
Interest earned on other investments2010-12-31$15,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$447,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$400,471
Net investment gain/loss from pooled separate accounts2010-12-31$51,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Contributions received in cash from employer2010-12-31$23,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,895
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
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 name2010-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2010-12-31522333570
2009 : FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$210,170
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$80,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$77,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$128,056
Value of total assets at end of year2009-12-31$766,707
Value of total assets at beginning of year2009-12-31$637,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$3,500
Total interest from all sources2009-12-31$13,331
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Administrative expenses professional fees incurred2009-12-31$3,500
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$49,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$129,519
Value of net assets at end of year (total assets less liabilities)2009-12-31$766,707
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$637,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$366,236
Value of interest in pooled separate accounts at beginning of year2009-12-31$325,779
Interest earned on other investments2009-12-31$13,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$400,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$311,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$68,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$78,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$77,151
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31RIVLIN, LICHTER & FELDMAN, P.C.
Accountancy firm EIN2009-12-31522333570

Form 5500 Responses for FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN

2022: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAMILY HEALTH CENTERS OF BALTIMORE, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896349-007
Policy instance 1
Insurance contract or identification number896349-007
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896349-007
Policy instance 1
Insurance contract or identification number896349-007
Number of Individuals Covered142
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896349-007
Policy instance 1
Insurance contract or identification number896349-007
Number of Individuals Covered152
Insurance policy start date2020-06-17
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41887
Policy instance 1
Insurance contract or identification number41887
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41887
Policy instance 1
Insurance contract or identification number41887
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41887
Policy instance 1
Insurance contract or identification number41887
Number of Individuals Covered133
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,800
Insurance broker organization code?3
Insurance broker nameELISE COSBY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41887
Policy instance 1
Insurance contract or identification number41887
Number of Individuals Covered130
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $4,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,982
Insurance broker organization code?3
Insurance broker nameROBIN WOODLON

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