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MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 401k Plan overview

Plan NameMONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING
Plan identification number 003

MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC.
Employer identification number (EIN):550419191
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KEVIN CROCKETT2024-10-11 KEVIN CROCKETT2024-10-11
0032022-01-01KEVIN CROCKETT2023-10-12 KEVIN CROCKETT2023-10-12
0032021-01-01NANCY VANDERGRIFT2022-10-04 NANCY VANDERGRIFT2022-10-04
0032021-01-01NANCY VANDERGRIFT2022-10-04 NANCY VANDERGRIFT2022-10-04
0032020-01-01NANCY VANDERGRIFT2021-10-13 NANCY VANDERGRIFT2021-10-13
0032019-01-01NANCY VANDERGRIFT2020-10-12 NANCY VANDERGRIFT2020-10-12
0032018-01-01NANCY VANDERGRIFT2019-07-19 NANCY VANDERGRIFT2019-07-19
0032017-01-01NANCY VANDERGRIFT2018-10-07 NANCY VANDERGRIFT2018-10-07
0032016-01-01NANCY VANDERGRIFT2017-10-06 NANCY VANDERGRIFT2017-10-06
0032015-01-01NANCY VANDERGRIFT2016-09-18 NANCY VANDERGRIFT2016-09-18
0032013-01-01NANCY VANDERGRIFT2014-07-11 NANCY VANDERGRIFT2014-07-11
0032012-01-01NANCY VANDERGRIFT2013-07-23 NANCY VANDERGRIFT2013-07-23
0032011-01-01NANCY VANDERGRIFT NANCY VANDERGRIFT2012-10-12
0032010-01-01NANCY VANDERGRIFT NANCY VANDERGRIFT2011-10-17
0032009-01-01NANCY VANDERGRIFT
0032009-01-01NANCY VANDERGRIFT

Plan Statistics for MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING

401k plan membership statisitcs for MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING

Measure Date Value
2025: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2025 401k membership
Total number of particpants at beginning of year2025-10-0830
Total number of particpants at end of year2025-10-0830
Number of Participants With Account Balances2025-10-080
2024: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2024 401k membership
Total number of particpants at beginning of year2024-10-1131
Total number of particpants at end of year2024-10-1130
Number of Participants With Account Balances2024-10-110
2022: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2022 401k membership
Market value of plan assets2022-12-312,443,297
Acturial value of plan assets2022-12-312,443,297
Funding target for retired participants and beneficiaries receiving payment2022-12-31875,972
Number of terminated vested participants2022-12-3110
Fundng target for terminated vested participants2022-12-31245,879
Active participant vested funding target2022-12-31867,579
Number of active participants2022-12-3110
Total funding liabilities for active participants2022-12-31873,242
Total participant count2022-12-3131
Total funding target for all participants2022-12-311,995,093
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3122,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3123,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31303,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31277,362
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3146,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31277,362
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total number of particpants at beginning of year2022-10-0433
Total number of particpants at end of year2022-10-0431
2021: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2021 401k membership
Market value of plan assets2021-12-312,271,420
Acturial value of plan assets2021-12-312,271,420
Funding target for retired participants and beneficiaries receiving payment2021-12-31731,238
Number of terminated vested participants2021-12-3112
Fundng target for terminated vested participants2021-12-31361,654
Active participant vested funding target2021-12-31818,428
Number of active participants2021-12-3110
Total funding liabilities for active participants2021-12-31823,333
Total participant count2021-12-3133
Total funding target for all participants2021-12-311,916,225
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3134,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3136,874
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3122,649
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3122,378
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3145,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3122,378
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2020 401k membership
Market value of plan assets2020-12-312,099,596
Acturial value of plan assets2020-12-312,099,596
Funding target for retired participants and beneficiaries receiving payment2020-12-31611,395
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31209,194
Active participant vested funding target2020-12-311,127,194
Number of active participants2020-12-3114
Total funding liabilities for active participants2020-12-311,131,514
Total participant count2020-12-3134
Total funding target for all participants2020-12-311,952,103
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3169,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3173,435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3135,636
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3134,965
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3153,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3134,965
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2019 401k membership
Market value of plan assets2019-12-312,205,980
Acturial value of plan assets2019-12-312,205,980
Funding target for retired participants and beneficiaries receiving payment2019-12-31614,207
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-31666,633
Active participant vested funding target2019-12-311,076,428
Number of active participants2019-12-3115
Total funding liabilities for active participants2019-12-311,082,515
Total participant count2019-12-3135
Total funding target for all participants2019-12-312,363,355
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3133,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3135,943
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31149,580
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31140,826
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3145,700
Net shortfall amortization installment of oustanding balance2019-12-31157,375
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3171,272
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3171,272
Contributions allocatedtoward minimum required contributions for current year2019-12-31140,826
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2018 401k membership
Market value of plan assets2018-12-312,507,263
Acturial value of plan assets2018-12-312,507,263
Funding target for retired participants and beneficiaries receiving payment2018-12-31600,156
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-31169,275
Active participant vested funding target2018-12-311,476,189
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-311,481,630
Total participant count2018-12-3136
Total funding target for all participants2018-12-312,251,061
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3159,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3162,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3135,037
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3133,985
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3137,900
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3133,985
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2017 401k membership
Market value of plan assets2017-12-312,151,263
Acturial value of plan assets2017-12-312,151,263
Funding target for retired participants and beneficiaries receiving payment2017-12-31653,816
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31151,388
Active participant vested funding target2017-12-311,324,984
Number of active participants2017-12-3117
Total funding liabilities for active participants2017-12-311,356,500
Total participant count2017-12-3136
Total funding target for all participants2017-12-312,161,704
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3128,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3130,171
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31112,092
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31105,865
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3145,000
Net shortfall amortization installment of oustanding balance2017-12-3110,441
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3146,715
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3146,715
Contributions allocatedtoward minimum required contributions for current year2017-12-31105,865
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2016 401k membership
Market value of plan assets2016-12-312,066,942
Acturial value of plan assets2016-12-312,066,942
Funding target for retired participants and beneficiaries receiving payment2016-12-31661,971
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-31109,334
Active participant vested funding target2016-12-311,258,145
Number of active participants2016-12-3119
Total funding liabilities for active participants2016-12-311,286,111
Total participant count2016-12-3136
Total funding target for all participants2016-12-312,057,416
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3174,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3179,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3156,806
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3153,617
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,723
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3125,197
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3125,197
Contributions allocatedtoward minimum required contributions for current year2016-12-3153,617
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2011: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2010 401k membership
Total participants, beginning-of-year2010-01-0138
Total number of active participants reported on line 7a of the Form 55002010-01-0139
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0136
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0145
Total participants2009-01-0145

Financial Data on MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING

Measure Date Value
2025 : MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08123589
Net assets as of the end of the plan year2025-10-082028462
Total assets as of the beginning of the plan year2025-10-082214257
Value of plan covered by a fidelity bond2025-10-081000000
Other expenses paid from plan in this plan year2025-10-083030
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08-62206
Plan net income in this plan year2025-10-08-185795
Net assets as of the end of the plan year2025-10-082028462
Net assets as of the beginning of the plan year2025-10-082214257
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0831914
2024 : MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11119899
Net assets as of the end of the plan year2024-10-112214257
Total assets as of the beginning of the plan year2024-10-112136016
Value of plan covered by a fidelity bond2024-10-111000000
Other expenses paid from plan in this plan year2024-10-112976
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11198140
Plan net income in this plan year2024-10-1178241
Net assets as of the end of the plan year2024-10-112214257
Net assets as of the beginning of the plan year2024-10-112136016
Fees paid to broker by Benefit Provider2024-10-113214
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1127399
2022 : MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-04141481
Net assets as of the end of the plan year2022-10-042443297
Total assets as of the beginning of the plan year2022-10-042271420
Value of plan covered by a fidelity bond2022-10-041500000
Participant contributions to plan in this plan year2022-10-040
Other expenses paid from plan in this plan year2022-10-040
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-04290709
Plan net income in this plan year2022-10-04171877
Net assets as of the end of the plan year2022-10-042443297
Net assets as of the beginning of the plan year2022-10-042271420
Employer contributions to plan in this plan year2022-10-0422649
Fees paid to broker by Benefit Provider2022-10-045845
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0449938
2011 : MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$213,349
Expenses. Total of all expenses incurred2011-12-31$123,558
Benefits paid (including direct rollovers)2011-12-31$98,794
Total plan assets at end of year2011-12-31$1,789,071
Total plan assets at beginning of year2011-12-31$1,699,280
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-3,338
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$89,791
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,789,071
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,699,280
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$216,687
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$24,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,540
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$275,315
Total loss/gain on sale of assets2010-12-31$-64,122
Total of all expenses incurred2010-12-31$94,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,812
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$152,000
Value of total assets at end of year2010-12-31$1,699,280
Value of total assets at beginning of year2010-12-31$1,531,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,031
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$2,092
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$9,702
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,540
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,695
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$180,472
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,699,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,518,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$10,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,531,348
Value of interest in pooled separate accounts at end of year2010-12-31$1,662,810
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,092
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$173,635
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$152,000
Employer contributions (assets) at end of year2010-12-31$32,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$11,710
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$57,812
Contract administrator fees2010-12-31$8,564
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,223,654
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,287,776
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2010-12-31550357807

Form 5500 Responses for MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING

2011: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MONONGAHELA VALLEY ASSOCIATION OF HEALTH CENTERS, INC. PENSION PLAN FOR NONBARGAINING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616645
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616645
Policy instance 1

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