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THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 401k Plan overview

Plan NameTHE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN
Plan identification number 501

THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN
Employer identification number (EIN):550726448
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01ELAINE HAGY
5012017-01-01ELAINE HAGY
5012016-01-01ELAINE HAGY
5012015-01-01ELAINE HAGY
5012014-01-01ELAINE HAGY
5012013-01-01ELAINE HAGY
5012012-01-01ELAINE HAGY
5012011-01-01ELAINE HAGY
5012010-01-01ELAINE HAGY
5012009-01-01ELAINE HAGY

Plan Statistics for THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN

401k plan membership statisitcs for THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN

Measure Date Value
2022: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0187
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0183
2021: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0183
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0187
2020: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0183
2019: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0191
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0191
2018: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0192
2017: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01102
2016: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01108
2015: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01112
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01125
2014: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01112
2013: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Total of all active and inactive participants2013-01-01132
2012: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Total of all active and inactive participants2012-01-01132
2011: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Total of all active and inactive participants2011-01-01110
2010: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Total of all active and inactive participants2010-01-01114
2009: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01878
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Total of all active and inactive participants2009-01-01109

Financial Data on THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN

Measure Date Value
2022 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$183,198
Expenses. Total of all expenses incurred2022-12-31$263,450
Benefits paid (including direct rollovers)2022-12-31$253,260
Total plan assets at end of year2022-12-31$1,238,618
Total plan assets at beginning of year2022-12-31$1,318,870
Value of fidelity bond covering the plan2022-12-31$300,000
Expenses. Other expenses not covered elsewhere2022-12-31$3,540
Other income received2022-12-31$4,469
Net income (gross income less expenses)2022-12-31$-80,252
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,238,618
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,318,870
Total contributions received or receivable from employer(s)2022-12-31$178,729
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,650
2021 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$170,643
Expenses. Total of all expenses incurred2021-12-31$232,657
Benefits paid (including direct rollovers)2021-12-31$224,924
Total plan assets at end of year2021-12-31$1,318,870
Total plan assets at beginning of year2021-12-31$1,380,884
Value of fidelity bond covering the plan2021-12-31$300,000
Expenses. Other expenses not covered elsewhere2021-12-31$1,083
Other income received2021-12-31$19,201
Net income (gross income less expenses)2021-12-31$-62,014
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,318,870
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,380,884
Total contributions received or receivable from employer(s)2021-12-31$151,442
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,650
2020 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$15
Total income from all sources2020-12-31$134,489
Expenses. Total of all expenses incurred2020-12-31$186,201
Benefits paid (including direct rollovers)2020-12-31$178,533
Total plan assets at end of year2020-12-31$1,380,884
Total plan assets at beginning of year2020-12-31$1,432,611
Value of fidelity bond covering the plan2020-12-31$300,000
Expenses. Other expenses not covered elsewhere2020-12-31$1,018
Other income received2020-12-31$25,411
Net income (gross income less expenses)2020-12-31$-51,712
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,380,884
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,432,596
Total contributions received or receivable from employer(s)2020-12-31$109,078
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,650
2019 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$15
Total plan liabilities at beginning of year2019-12-31$16
Total income from all sources2019-12-31$143,006
Expenses. Total of all expenses incurred2019-12-31$201,311
Benefits paid (including direct rollovers)2019-12-31$189,614
Total plan assets at end of year2019-12-31$1,432,611
Total plan assets at beginning of year2019-12-31$1,490,917
Value of fidelity bond covering the plan2019-12-31$300,000
Expenses. Other expenses not covered elsewhere2019-12-31$1,697
Other income received2019-12-31$21,661
Net income (gross income less expenses)2019-12-31$-58,305
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,432,596
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,490,901
Total contributions received or receivable from employer(s)2019-12-31$121,345
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,000
2018 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16
Total income from all sources (including contributions)2018-12-31$126,552
Total of all expenses incurred2018-12-31$195,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$184,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$108,481
Value of total assets at end of year2018-12-31$1,490,917
Value of total assets at beginning of year2018-12-31$1,560,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,506
Total interest from all sources2018-12-31$18,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$143
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$358
Administrative expenses (other) incurred2018-12-31$1,506
Liabilities. Value of operating payables at end of year2018-12-31$16
Liabilities. Value of operating payables at beginning of year2018-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-69,432
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,490,901
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,560,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,469,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,552,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,552,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$108,481
Employer contributions (assets) at end of year2018-12-31$20,984
Employer contributions (assets) at beginning of year2018-12-31$7,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$184,478
Contract administrator fees2018-12-31$6,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2018-12-31830374854
2017 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39
Total income from all sources (including contributions)2017-12-31$125,960
Total of all expenses incurred2017-12-31$163,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$154,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$111,842
Value of total assets at end of year2017-12-31$1,560,349
Value of total assets at beginning of year2017-12-31$1,598,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,859
Total interest from all sources2017-12-31$14,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$4,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$358
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$358
Administrative expenses (other) incurred2017-12-31$4,859
Liabilities. Value of operating payables at end of year2017-12-31$16
Liabilities. Value of operating payables at beginning of year2017-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-37,695
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,560,333
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,598,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,552,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,587,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,587,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$111,842
Employer contributions (assets) at end of year2017-12-31$7,248
Employer contributions (assets) at beginning of year2017-12-31$10,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$154,796
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2017-12-31830374854
2016 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$39
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$124,533
Total of all expenses incurred2016-12-31$211,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$202,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$112,478
Value of total assets at end of year2016-12-31$1,598,067
Value of total assets at beginning of year2016-12-31$1,685,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,262
Total interest from all sources2016-12-31$12,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,540
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$358
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$358
Administrative expenses (other) incurred2016-12-31$1,722
Liabilities. Value of operating payables at end of year2016-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-86,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,598,028
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,685,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,587,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,675,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,675,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$112,478
Employer contributions (assets) at end of year2016-12-31$10,211
Employer contributions (assets) at beginning of year2016-12-31$8,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$202,246
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2016-12-31830374854
2015 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$139,192
Total of all expenses incurred2015-12-31$187,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$176,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$127,430
Value of total assets at end of year2015-12-31$1,685,003
Value of total assets at beginning of year2015-12-31$1,732,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,533
Total interest from all sources2015-12-31$11,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$358
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$287
Administrative expenses (other) incurred2015-12-31$1,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-47,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,685,003
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,732,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,675,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,720,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,720,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$127,430
Employer contributions (assets) at end of year2015-12-31$8,667
Employer contributions (assets) at beginning of year2015-12-31$11,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$176,549
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2015-12-31830374854
2014 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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$165,147
Total of all expenses incurred2014-12-31$304,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$298,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$154,574
Value of total assets at end of year2014-12-31$1,732,893
Value of total assets at beginning of year2014-12-31$1,872,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,679
Total interest from all sources2014-12-31$10,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$287
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$287
Administrative expenses (other) incurred2014-12-31$1,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-139,384
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,732,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,872,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,720,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,861,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,861,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$154,574
Employer contributions (assets) at end of year2014-12-31$11,718
Employer contributions (assets) at beginning of year2014-12-31$10,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$298,852
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2014-12-31830374854
2013 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2013 401k financial data
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$201,004
Total of all expenses incurred2013-12-31$321,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$316,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$181,889
Value of total assets at end of year2013-12-31$1,872,277
Value of total assets at beginning of year2013-12-31$1,993,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,659
Total interest from all sources2013-12-31$19,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$287
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$215
Administrative expenses (other) incurred2013-12-31$1,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-120,956
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,872,277
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,993,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,861,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,980,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,980,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$181,889
Employer contributions (assets) at end of year2013-12-31$10,744
Employer contributions (assets) at beginning of year2013-12-31$12,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$316,301
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2013-12-31830374854
2012 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2012 401k financial data
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$215,694
Total of all expenses incurred2012-12-31$274,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$182,414
Value of total assets at end of year2012-12-31$1,993,233
Value of total assets at beginning of year2012-12-31$2,051,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,783
Total interest from all sources2012-12-31$33,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$215
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$358
Administrative expenses (other) incurred2012-12-31$1,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-58,374
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,993,233
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,051,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,980,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,036,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,036,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$33,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$182,414
Employer contributions (assets) at end of year2012-12-31$12,074
Employer contributions (assets) at beginning of year2012-12-31$15,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,285
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2012-12-31830374854
2011 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$217,802
Total of all expenses incurred2011-12-31$274,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$266,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$184,156
Value of total assets at end of year2011-12-31$2,051,607
Value of total assets at beginning of year2011-12-31$2,107,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,782
Total interest from all sources2011-12-31$33,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$358
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$358
Administrative expenses (other) incurred2011-12-31$3,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-56,363
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,051,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,107,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,036,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,091,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,091,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$184,156
Employer contributions (assets) at end of year2011-12-31$15,213
Employer contributions (assets) at beginning of year2011-12-31$16,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$266,383
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2011-12-31830374854
2010 : THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$90
Total income from all sources (including contributions)2010-12-31$231,647
Total of all expenses incurred2010-12-31$289,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$177,478
Value of total assets at end of year2010-12-31$2,107,970
Value of total assets at beginning of year2010-12-31$2,166,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,763
Total interest from all sources2010-12-31$54,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,600
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$358
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$358
Administrative expenses (other) incurred2010-12-31$4,163
Liabilities. Value of operating payables at beginning of year2010-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-58,136
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,107,970
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,166,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,091,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,150,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,150,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$54,169
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$177,478
Employer contributions (assets) at end of year2010-12-31$16,045
Employer contributions (assets) at beginning of year2010-12-31$14,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,020
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31OURS, LAWYER, LEWIS & COMPANY, PLLC
Accountancy firm EIN2010-12-31830374854

Form 5500 Responses for THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN

2022: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CHARLES TOWN H.B.P.A HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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