?>
Logo

SISTERS OF MERCY URGENT CARE, INC. 401k Plan overview

Plan NameSISTERS OF MERCY URGENT CARE, INC.
Plan identification number 001

SISTERS OF MERCY URGENT CARE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SISTERS OF MERCY URGENT CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SISTERS OF MERCY URGENT CARE, INC.
Employer identification number (EIN):561463611
NAIC Classification:621493
NAIC Description:Freestanding Ambulatory Surgical and Emergency Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SISTERS OF MERCY URGENT CARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01JOHN PEARSON2022-10-05
0012020-01-01LEAH SINGLETON2021-10-06
0012019-01-01RACHEL SOSSOMAN2020-09-30
0012018-01-01RACHEL SOSSOMAN2019-10-11
0012017-01-01RACHEL SOSSOMAN2018-10-09

Plan Statistics for SISTERS OF MERCY URGENT CARE, INC.

401k plan membership statisitcs for SISTERS OF MERCY URGENT CARE, INC.

Measure Date Value
2022: SISTERS OF MERCY URGENT CARE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01141
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on SISTERS OF MERCY URGENT CARE, INC.

Measure Date Value
2022 : SISTERS OF MERCY URGENT CARE, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-178,775
Total of all expenses incurred2022-12-31$145,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$115,635
Expenses. Certain deemed distributions of participant loans2022-12-31$5,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$458,284
Value of total assets at end of year2022-12-31$3,944,823
Value of total assets at beginning of year2022-12-31$4,268,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,563
Total interest from all sources2022-12-31$13,388
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$82,155
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$296,590
Participant contributions at end of year2022-12-31$2,639
Participant contributions at beginning of year2022-12-31$9,892
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-323,931
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,944,823
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,268,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,361,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,668,988
Interest on participant loans2022-12-31$171
Interest earned on other investments2022-12-31$13,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$581,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$589,874
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$42,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-732,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$72,784
Contract administrator fees2022-12-31$23,563
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2022-12-31561706742

Form 5500 Responses for SISTERS OF MERCY URGENT CARE, INC.

2022: SISTERS OF MERCY URGENT CARE, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58787
Policy instance 1
Insurance contract or identification number58787
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $76
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58787
Policy instance 2
Insurance contract or identification number58787
Number of Individuals Covered87
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3