NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $4,901,131 |
| Total of all expenses incurred | 2023-12-31 | $2,059,376 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,974,446 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $32,032 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,003,791 |
| Value of total assets at end of year | 2023-12-31 | $19,063,520 |
| Value of total assets at beginning of year | 2023-12-31 | $16,221,765 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $52,898 |
| Total interest from all sources | 2023-12-31 | $380,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,516,906 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,516,906 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $701,958 |
| Participant contributions at end of year | 2023-12-31 | $127,724 |
| Participant contributions at beginning of year | 2023-12-31 | $110,489 |
| Participant contributions at end of year | 2023-12-31 | $43,302 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $346,299 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,841,755 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $19,063,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $16,221,765 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $16,713,121 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $13,724,619 |
| Interest on participant loans | 2023-12-31 | $7,996 |
| Interest earned on other investments | 2023-12-31 | $372,438 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $2,222,675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $2,386,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $955,534 |
| Employer contributions (assets) at end of year | 2023-12-31 | $30,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,974,446 |
| Contract administrator fees | 2023-12-31 | $52,898 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2023-12-31 | 111986323 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,901,131 |
| Total of all expenses incurred | 2023-01-01 | $2,059,376 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,974,446 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $32,032 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,003,791 |
| Value of total assets at end of year | 2023-01-01 | $19,063,520 |
| Value of total assets at beginning of year | 2023-01-01 | $16,221,765 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $52,898 |
| Total interest from all sources | 2023-01-01 | $380,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $2,516,906 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $2,516,906 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $701,958 |
| Participant contributions at end of year | 2023-01-01 | $127,724 |
| Participant contributions at beginning of year | 2023-01-01 | $110,489 |
| Participant contributions at end of year | 2023-01-01 | $43,302 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $346,299 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,841,755 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $19,063,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $16,221,765 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $16,713,121 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $13,724,619 |
| Interest on participant loans | 2023-01-01 | $7,996 |
| Interest earned on other investments | 2023-01-01 | $372,438 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $2,222,675 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $2,386,657 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $955,534 |
| Employer contributions (assets) at end of year | 2023-01-01 | $30,182 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,974,446 |
| Contract administrator fees | 2023-01-01 | $52,898 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MARCUM LLP |
| Accountancy firm EIN | 2023-01-01 | 111986323 |
| 2022 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-1,105,455 |
| Total of all expenses incurred | 2022-12-31 | $1,377,760 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,319,861 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,309 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,834,270 |
| Value of total assets at end of year | 2022-12-31 | $16,221,765 |
| Value of total assets at beginning of year | 2022-12-31 | $18,704,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,590 |
| Total interest from all sources | 2022-12-31 | $22,026 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $287,433 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $287,433 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $891,406 |
| Participant contributions at end of year | 2022-12-31 | $110,489 |
| Participant contributions at beginning of year | 2022-12-31 | $102,213 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $541,091 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,483,215 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,221,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,704,980 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $42,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,724,619 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,829,882 |
| Interest on participant loans | 2022-12-31 | $7,036 |
| Interest earned on other investments | 2022-12-31 | $14,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,386,657 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,772,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,249,184 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $401,773 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,319,861 |
| Contract administrator fees | 2022-12-31 | $12,608 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2022-12-31 | 111986323 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,105,455 |
| Total of all expenses incurred | 2022-01-01 | $1,377,760 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,319,861 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $2,309 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,834,270 |
| Value of total assets at end of year | 2022-01-01 | $16,221,765 |
| Value of total assets at beginning of year | 2022-01-01 | $18,704,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $55,590 |
| Total interest from all sources | 2022-01-01 | $22,026 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $287,433 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $287,433 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $891,406 |
| Participant contributions at end of year | 2022-01-01 | $110,489 |
| Participant contributions at beginning of year | 2022-01-01 | $102,213 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $541,091 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,483,215 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $16,221,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $18,704,980 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $42,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $13,724,619 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $16,829,882 |
| Interest on participant loans | 2022-01-01 | $7,036 |
| Interest earned on other investments | 2022-01-01 | $14,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $2,386,657 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,772,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-3,249,184 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $401,773 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,319,861 |
| Contract administrator fees | 2022-01-01 | $12,608 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MARCUM LLP |
| Accountancy firm EIN | 2022-01-01 | 111986323 |
| 2021 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $3,614,393 |
| Total of all expenses incurred | 2021-12-31 | $1,117,679 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,050,988 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,333,656 |
| Value of total assets at end of year | 2021-12-31 | $18,704,980 |
| Value of total assets at beginning of year | 2021-12-31 | $16,208,266 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $66,691 |
| Total interest from all sources | 2021-12-31 | $5,024 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,117,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,117,448 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $675,181 |
| Participant contributions at end of year | 2021-12-31 | $102,213 |
| Participant contributions at beginning of year | 2021-12-31 | $42,213 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $221,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,496,714 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,704,980 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,208,266 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,829,882 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,463,627 |
| Interest on participant loans | 2021-12-31 | $4,563 |
| Interest earned on other investments | 2021-12-31 | $461 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,772,885 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,702,426 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,158,265 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $437,253 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,050,988 |
| Contract administrator fees | 2021-12-31 | $66,691 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2021-12-31 | 111986323 |
| 2020 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $3,231,521 |
| Total of all expenses incurred | 2020-12-31 | $548,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $498,783 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $982,462 |
| Value of total assets at end of year | 2020-12-31 | $16,208,266 |
| Value of total assets at beginning of year | 2020-12-31 | $13,525,614 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $50,086 |
| Total interest from all sources | 2020-12-31 | $2,141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $242,966 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $242,966 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $537,571 |
| Participant contributions at end of year | 2020-12-31 | $42,213 |
| Participant contributions at beginning of year | 2020-12-31 | $49,810 |
| Participant contributions at beginning of year | 2020-12-31 | $14,499 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $33,519 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,682,652 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,208,266 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,525,614 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,463,627 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,214,586 |
| Interest on participant loans | 2020-12-31 | $2,141 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,702,426 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,246,719 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,003,952 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $411,372 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $498,783 |
| Contract administrator fees | 2020-12-31 | $50,086 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2020-12-31 | 111986323 |
| 2019 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $3,291,681 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,291,681 |
| Total of all expenses incurred | 2019-12-31 | $1,078,147 |
| Total of all expenses incurred | 2019-12-31 | $1,078,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,032,204 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,032,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $912,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $912,108 |
| Value of total assets at end of year | 2019-12-31 | $13,525,614 |
| Value of total assets at end of year | 2019-12-31 | $13,525,614 |
| Value of total assets at beginning of year | 2019-12-31 | $11,312,080 |
| Value of total assets at beginning of year | 2019-12-31 | $11,312,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,943 |
| Total interest from all sources | 2019-12-31 | $11,599 |
| Total interest from all sources | 2019-12-31 | $11,599 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $184,862 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $184,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $184,862 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $184,862 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $470,866 |
| Contributions received from participants | 2019-12-31 | $470,866 |
| Participant contributions at end of year | 2019-12-31 | $49,810 |
| Participant contributions at end of year | 2019-12-31 | $49,810 |
| Participant contributions at beginning of year | 2019-12-31 | $17,727 |
| Participant contributions at end of year | 2019-12-31 | $14,499 |
| Participant contributions at end of year | 2019-12-31 | $14,499 |
| Participant contributions at beginning of year | 2019-12-31 | $33,311 |
| Participant contributions at beginning of year | 2019-12-31 | $33,311 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $48,367 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $48,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,213,534 |
| Value of net income/loss | 2019-12-31 | $2,213,534 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,525,614 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,525,614 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,312,080 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,312,080 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,519,146 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,519,146 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,425,333 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,425,333 |
| Interest on participant loans | 2019-12-31 | $3,008 |
| Interest on participant loans | 2019-12-31 | $3,008 |
| Interest earned on other investments | 2019-12-31 | $8,591 |
| Interest earned on other investments | 2019-12-31 | $8,591 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $53,847 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $53,847 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $53,022 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $53,022 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $53,022 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $53,022 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,888,312 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,888,312 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,782,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,782,687 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,183,112 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,183,112 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $392,875 |
| Contributions received in cash from employer | 2019-12-31 | $392,875 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,032,204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,032,204 |
| Contract administrator fees | 2019-12-31 | $45,943 |
| Contract administrator fees | 2019-12-31 | $45,943 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MARCUM, LLP |
| Accountancy firm name | 2019-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2019-12-31 | 111986323 |
| Accountancy firm EIN | 2019-12-31 | 111986323 |
| 2018 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $642,587 |
| Total of all expenses incurred | 2018-12-31 | $679,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $640,470 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,249,072 |
| Value of total assets at end of year | 2018-12-31 | $11,312,080 |
| Value of total assets at beginning of year | 2018-12-31 | $11,349,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $39,435 |
| Total interest from all sources | 2018-12-31 | $15,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $175,881 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $175,881 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $671,390 |
| Participant contributions at end of year | 2018-12-31 | $17,727 |
| Participant contributions at end of year | 2018-12-31 | $33,311 |
| Participant contributions at beginning of year | 2018-12-31 | $51,463 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $133,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-37,318 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,312,080 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,349,398 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,123,027 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,614,355 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,302,306 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,188,104 |
| Interest on participant loans | 2018-12-31 | $1,550 |
| Interest earned on other investments | 2018-12-31 | $13,773 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $53,022 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,782,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,495,476 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-815,779 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $18,090 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $444,180 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $640,470 |
| Contract administrator fees | 2018-12-31 | $39,435 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MARCUM, LLP |
| Accountancy firm EIN | 2018-12-31 | 111986323 |
| 2017 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,686,511 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $918,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $904,758 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $981,152 |
| Value of total assets at end of year | 2017-12-31 | $11,349,398 |
| Value of total assets at beginning of year | 2017-12-31 | $9,581,735 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,090 |
| Total interest from all sources | 2017-12-31 | $237,502 |
| 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 year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $489,118 |
| Participant contributions at end of year | 2017-12-31 | $51,463 |
| Participant contributions at beginning of year | 2017-12-31 | $55,023 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $64,703 |
| Other income not declared elsewhere | 2017-12-31 | $1,467,857 |
| Administrative expenses (other) incurred | 2017-12-31 | $14,090 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,767,663 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,349,398 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,581,735 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,614,355 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,164,504 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,188,104 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $5,850,679 |
| Interest earned on other investments | 2017-12-31 | $237,502 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,495,476 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,511,529 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $427,331 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $904,758 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2017-12-31 | 521511275 |
| 2016 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $1,747,500 |
| Total of all expenses incurred | 2016-12-31 | $1,000,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $988,541 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,166,173 |
| Value of total assets at end of year | 2016-12-31 | $9,581,735 |
| Value of total assets at beginning of year | 2016-12-31 | $8,834,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,828 |
| Total interest from all sources | 2016-12-31 | $196,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $469,455 |
| Participant contributions at end of year | 2016-12-31 | $55,023 |
| Participant contributions at beginning of year | 2016-12-31 | $27,814 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $257,339 |
| Other income not declared elsewhere | 2016-12-31 | $384,913 |
| Administrative expenses (other) incurred | 2016-12-31 | $11,828 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $747,131 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,581,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,834,604 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,164,504 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,072,189 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,850,679 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,430,069 |
| Interest earned on other investments | 2016-12-31 | $196,414 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,511,529 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,304,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $439,379 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $988,541 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2016-12-31 | 521511275 |
| 2015 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $953,913 |
| Total of all expenses incurred | 2015-12-31 | $925,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $910,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $916,070 |
| Value of total assets at end of year | 2015-12-31 | $8,834,604 |
| Value of total assets at beginning of year | 2015-12-31 | $8,806,561 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,892 |
| Total interest from all sources | 2015-12-31 | $231,727 |
| 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 year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $430,453 |
| Participant contributions at end of year | 2015-12-31 | $27,814 |
| Participant contributions at beginning of year | 2015-12-31 | $32,938 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $105,685 |
| Other income not declared elsewhere | 2015-12-31 | $-193,884 |
| Administrative expenses (other) incurred | 2015-12-31 | $14,892 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $28,043 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,834,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,806,561 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,072,189 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,090,467 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,430,069 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,516,485 |
| Interest earned on other investments | 2015-12-31 | $231,727 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,304,532 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,166,671 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $379,932 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $910,978 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2015-12-31 | 521511275 |
| 2014 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,313,431 |
| Total of all expenses incurred | 2014-12-31 | $321,721 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $306,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $837,915 |
| Value of total assets at end of year | 2014-12-31 | $8,806,561 |
| Value of total assets at beginning of year | 2014-12-31 | $7,814,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,095 |
| Total interest from all sources | 2014-12-31 | $158,749 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $350,167 |
| Participant contributions at end of year | 2014-12-31 | $32,938 |
| Participant contributions at beginning of year | 2014-12-31 | $29,910 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $119,023 |
| Administrative expenses (other) incurred | 2014-12-31 | $15,095 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $991,710 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,806,561 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,814,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,090,467 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,979,737 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $5,516,485 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,673,614 |
| Interest earned on other investments | 2014-12-31 | $158,749 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,166,671 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,131,590 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $316,767 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $368,725 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $306,626 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2014-12-31 | 521511275 |
| 2013 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $38,088 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $38,088 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $2,187,359 |
| Total of all expenses incurred | 2013-12-31 | $550,727 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $539,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,017,450 |
| Value of total assets at end of year | 2013-12-31 | $7,814,851 |
| Value of total assets at beginning of year | 2013-12-31 | $6,178,219 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,887 |
| Total interest from all sources | 2013-12-31 | $95,575 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $353,864 |
| Participant contributions at end of year | 2013-12-31 | $29,910 |
| Participant contributions at beginning of year | 2013-12-31 | $27,979 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $290,569 |
| Administrative expenses (other) incurred | 2013-12-31 | $10,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,636,632 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,814,851 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,178,219 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,979,737 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,683,793 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,673,614 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,302,024 |
| Interest earned on other investments | 2013-12-31 | $95,575 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,131,590 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,164,423 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,027,756 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $8,490 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $373,017 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $539,840 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2013-12-31 | 521511275 |
| 2012 : NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $1,278,490 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| 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 | $1,429,148 |
| Total of all expenses incurred | 2012-12-31 | $1,600,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,596,694 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $832,796 |
| Value of total assets at end of year | 2012-12-31 | $6,177,704 |
| Value of total assets at beginning of year | 2012-12-31 | $5,070,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,958 |
| Total interest from all sources | 2012-12-31 | $37,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $344,136 |
| Participant contributions at end of year | 2012-12-31 | $27,464 |
| Participant contributions at beginning of year | 2012-12-31 | $25,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $130,130 |
| Other income not declared elsewhere | 2012-12-31 | $-2,197 |
| Administrative expenses (other) incurred | 2012-12-31 | $3,958 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-171,504 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,177,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,070,718 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,677,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,568,508 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,448,548 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,608,203 |
| Interest earned on other investments | 2012-12-31 | $37,548 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,024,591 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $868,993 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $558,804 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $348,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $358,530 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,596,694 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | RAFFA, PC |
| Accountancy firm EIN | 2012-12-31 | 521511275 |
