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403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY
Plan identification number 001

403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 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 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.

401k Sponsoring company profile

PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE COALITION OF MONTGOMER Y COUNTY, MD, INC.
Employer identification number (EIN):521847976
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SOUGOL EZZATI2023-12-26
0012021-07-01SOUGOL EZZATI2023-01-03
0012020-07-01SOUGOL EZZATI2022-01-02
0012019-07-01SOUGOL EZZATI2021-01-20
0012019-07-01SOUGOL EZZATI2021-01-20
0012018-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01JOSEPHINE BEZIAT2018-01-12 JOSEPHINE BEZIAT2018-01-12
0012015-07-01CRYSTAL KONOHIA2016-12-13 CRYSTAL KONOHIA2016-12-13
0012014-07-01JASON PENG2016-01-12 JASON PENG2016-01-12
0012013-07-01JASON PENG2015-04-02 JASON PENG2015-04-02
0012012-07-01MELINDA ARMSTRONG2014-02-25
0012011-07-01MELINDA ARMSTRONG2013-01-30 STEVEN GALEN2013-01-30
0012010-07-01MELINDA ARMSTRONG2012-01-17
0012008-07-01MELINDA ARMSTRONG2011-06-23
0012007-07-01 STEVEN GALEN2010-10-06

Plan Statistics for 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY

Measure Date Value
2022: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2022 401k membership
Total participants, beginning-of-year2022-07-01115
Total number of active participants reported on line 7a of the Form 55002022-07-0168
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0142
Total of all active and inactive participants2022-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01110
Number of participants with account balances2022-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-017
2021: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2021 401k membership
Total participants, beginning-of-year2021-07-01109
Total number of active participants reported on line 7a of the Form 55002021-07-0173
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0142
Total of all active and inactive participants2021-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01115
Number of participants with account balances2021-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2020 401k membership
Total participants, beginning-of-year2020-07-01112
Total number of active participants reported on line 7a of the Form 55002020-07-0167
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0141
Total of all active and inactive participants2020-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01109
Number of participants with account balances2020-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2019 401k membership
Total participants, beginning-of-year2019-07-01114
Total number of active participants reported on line 7a of the Form 55002019-07-0165
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0147
Total of all active and inactive participants2019-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01112
Number of participants with account balances2019-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2018 401k membership
Total participants, beginning-of-year2018-07-01107
Total number of active participants reported on line 7a of the Form 55002018-07-0176
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0138
Total of all active and inactive participants2018-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01114
Number of participants with account balances2018-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2017 401k membership
Total participants, beginning-of-year2017-07-01126
Total number of active participants reported on line 7a of the Form 55002017-07-0170
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01107
Number of participants with account balances2017-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0112

Financial Data on 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY

Measure Date Value
2023 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$996,791
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$159,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$128,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$528,302
Value of total assets at end of year2023-06-30$4,634,824
Value of total assets at beginning of year2023-06-30$3,798,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$31,600
Total interest from all sources2023-06-30$1,657
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$207,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$207,025
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$400,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$343,436
Participant contributions at end of year2023-06-30$13,157
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$6,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$836,814
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,634,824
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$3,798,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,507,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$3,695,142
Interest earned on other investments2023-06-30$1,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$110,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$102,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$259,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$178,651
Employer contributions (assets) at end of year2023-06-30$3,774
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$128,377
Contract administrator fees2023-06-30$31,600
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30GELMAN, ROSENBERG & FREEDMAN, PC
Accountancy firm EIN2023-06-30521392008
2022 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-122,972
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$103,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$71,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$423,138
Value of total assets at end of year2022-06-30$3,798,010
Value of total assets at beginning of year2022-06-30$4,024,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$32,323
Total interest from all sources2022-06-30$216
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$220,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$220,479
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$400,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$269,795
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-226,689
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,798,010
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,024,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,695,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,024,036
Interest earned on other investments2022-06-30$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$102,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-766,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$152,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$71,394
Contract administrator fees2022-06-30$32,323
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GELMAN, ROSENBERG & FREEDMAN, PC
Accountancy firm EIN2022-06-30521392008
2021 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,362,548
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$320,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$298,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$461,420
Value of total assets at end of year2021-06-30$4,024,699
Value of total assets at beginning of year2021-06-30$2,982,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$21,969
Total interest from all sources2021-06-30$15
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$118,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$118,474
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$269,628
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$68,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,042,186
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,024,699
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,982,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,024,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,982,013
Interest earned on other investments2021-06-30$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$782,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$123,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$298,393
Contract administrator fees2021-06-30$21,969
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GELMAN, ROSENBERG & FREEDMAN, PC
Accountancy firm EIN2021-06-30521392008
2020 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$310,074
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$221,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$220,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$371,884
Value of total assets at end of year2020-06-30$2,982,513
Value of total assets at beginning of year2020-06-30$2,893,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$703
Total interest from all sources2020-06-30$1,304
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$91
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$91
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$256,079
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$6,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$88,562
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,982,513
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,893,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,982,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,788,041
Interest earned on other investments2020-06-30$1,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$105,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-63,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$109,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$220,809
Contract administrator fees2020-06-30$703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GRF CPAS & ADVISORS
Accountancy firm EIN2020-06-30521392008
2019 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$472,631
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$207,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$206,860
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$371,499
Value of total assets at end of year2019-06-30$2,893,951
Value of total assets at beginning of year2019-06-30$2,628,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$733
Total interest from all sources2019-06-30$1,298
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$245,077
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$21,182
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$265,038
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,893,951
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,628,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,788,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,497,095
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$1,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$105,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$81,943
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$99,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$105,240
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$49,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$206,860
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GELMAN, ROSENBERG AND FREEDMAN,PC
Accountancy firm EIN2019-06-30521392008
2018 : 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$790,089
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$220,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$220,092
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$590,672
Value of total assets at end of year2018-06-30$2,628,913
Value of total assets at beginning of year2018-06-30$2,059,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$696
Total interest from all sources2018-06-30$1,041
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$250,574
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$190,954
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$569,301
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,628,913
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,059,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,497,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,970,770
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$1,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$81,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$88,842
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$198,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$149,144
Employer contributions (assets) at end of year2018-06-30$49,875
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$220,092
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CHERRY BEKAERT, LLP
Accountancy firm EIN2018-06-30560574444

Form 5500 Responses for 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY

2022: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814034
Policy instance 1
Insurance contract or identification number814034
Number of Individuals Covered110
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814034
Policy instance 1
Insurance contract or identification number814034
Number of Individuals Covered115
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814034
Policy instance 1
Insurance contract or identification number814034
Number of Individuals Covered109
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number0555591
Policy instance 1
Insurance contract or identification number0555591
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,409
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 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
Amount paid for insurance broker fees1409
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814034
Policy instance 2
Insurance contract or identification number814034
Number of Individuals Covered112
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055559I
Policy instance 1
Insurance contract or identification number055559I
Number of Individuals Covered114
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055559I
Policy instance 1
Insurance contract or identification number055559I
Number of Individuals Covered107
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 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

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