401k Plan data: 403(B) DC PLAN AND TDA PLAN plan

403(B) DC PLAN AND TDA PLAN 401k Plan overview

Plan Name	403(B) DC PLAN AND TDA PLAN
Plan identification number	001

403(B) DC PLAN AND TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WAKE COUNTY MEDICAL SOCIETY - COMMUNITY HEALTH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: WAKE COUNTY MEDICAL SOCIETY - COMMUNITY HEALTH FOUNDATION

Employer identification number (EIN): 562205175

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) DC PLAN AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TARA KINARD
001 2016-01-01 TARA KINARD
001 2015-01-01 TARA KINARD
001 2014-01-01 TARA ROBINSON 2015-07-30
001 2014-01-01 TARA KINARD 2016-09-09
001 2013-01-01 TARA ROBINSON 2014-10-14
001 2012-01-01 TARA ROBINSON 2014-10-14
001 2011-01-01 SUSAN DAVIS 2012-07-17
001 2010-01-01 PAUL HARRISON 2011-07-12 PAUL HARRISON 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TARA KINARD
001	2016-01-01	TARA KINARD
001	2015-01-01	TARA KINARD
001	2014-01-01	TARA ROBINSON	2015-07-30
001	2014-01-01	TARA KINARD	2016-09-09
001	2013-01-01	TARA ROBINSON	2014-10-14
001	2012-01-01	TARA ROBINSON	2014-10-14
001	2011-01-01	SUSAN DAVIS	2012-07-17
001	2010-01-01	PAUL HARRISON	2011-07-12	PAUL HARRISON	2011-07-12

Plan Statistics for 403(B) DC PLAN AND TDA PLAN

401k plan membership statisitcs for 403(B) DC PLAN AND TDA PLAN

Measure Date Value
2020: 403(B) DC PLAN AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 403(B) DC PLAN AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 118
Total of all active and inactive participants 2019-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403(B) DC PLAN AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 74
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 141
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: 403(B) DC PLAN AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 72
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 66
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: 403(B) DC PLAN AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 130
Number of participants with account balances 2016-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: 403(B) DC PLAN AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 85
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 129
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: 403(B) DC PLAN AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 403(B) DC PLAN AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	118
Total of all active and inactive participants	2019-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403(B) DC PLAN AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	74
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	141
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: 403(B) DC PLAN AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	72
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	66
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: 403(B) DC PLAN AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	45
Total of all active and inactive participants	2016-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	130
Number of participants with account balances	2016-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: 403(B) DC PLAN AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	85
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	129
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on 403(B) DC PLAN AND TDA PLAN

Measure	Date	Value
2020 : 403(B) DC PLAN AND TDA PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-07-31	$84,237
Total of all expenses incurred	2020-07-31	$4,799,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$4,799,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$18,146
Value of total assets at end of year	2020-07-31	$0
Value of total assets at beginning of year	2020-07-31	$4,715,078
Total interest from all sources	2020-07-31	$16,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-07-31	$0
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$500,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$7,487
Participant contributions at end of year	2020-07-31	$0
Participant contributions at beginning of year	2020-07-31	$1,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$-4,715,078
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$4,715,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$3,410,097
Value of interest in pooled separate accounts at end of year	2020-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-07-31	$490,868
Interest earned on other investments	2020-07-31	$16,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$807,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$56,364
Net investment gain/loss from pooled separate accounts	2020-07-31	$-6,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Contributions received in cash from employer	2020-07-31	$10,659
Employer contributions (assets) at end of year	2020-07-31	$0
Employer contributions (assets) at beginning of year	2020-07-31	$5,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$4,799,315
Did the plan have assets held for investment	2020-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	MP COMPANY LLP
Accountancy firm EIN	2020-07-31	561945391
2019 : 403(B) DC PLAN AND TDA PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$891,704
Total of all expenses incurred	2019-12-31	$1,066,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,066,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$137,691
Value of total assets at end of year	2019-12-31	$4,715,078
Value of total assets at beginning of year	2019-12-31	$4,889,376
Total interest from all sources	2019-12-31	$3,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$600,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$77,582
Participant contributions at end of year	2019-12-31	$1,159
Participant contributions at beginning of year	2019-12-31	$21,777
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-174,298
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,715,078
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,889,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,410,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,440,170
Value of interest in pooled separate accounts at end of year	2019-12-31	$490,868
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$499,530
Interest earned on other investments	2019-12-31	$3,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$807,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$818,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$724,039
Net investment gain/loss from pooled separate accounts	2019-12-31	$26,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,200
Employer contributions (assets) at end of year	2019-12-31	$5,200
Employer contributions (assets) at beginning of year	2019-12-31	$109,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,066,002
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
2018 : 403(B) DC PLAN AND TDA PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$143,057
Total of all expenses incurred	2018-12-31	$284,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$284,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$374,009
Value of total assets at end of year	2018-12-31	$4,889,376
Value of total assets at beginning of year	2018-12-31	$5,030,358
Total interest from all sources	2018-12-31	$26,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$264,232
Participant contributions at end of year	2018-12-31	$21,777
Participant contributions at beginning of year	2018-12-31	$21,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-140,982
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,889,376
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,030,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,440,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,723,148
Value of interest in pooled separate accounts at end of year	2018-12-31	$499,530
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$394,649
Interest earned on other investments	2018-12-31	$26,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$818,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$780,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-279,738
Net investment gain/loss from pooled separate accounts	2018-12-31	$22,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$109,777
Employer contributions (assets) at end of year	2018-12-31	$109,777
Employer contributions (assets) at beginning of year	2018-12-31	$110,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$284,039
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MP COMPANY LLP
Accountancy firm EIN	2018-12-31	561945391
2017 : 403(B) DC PLAN AND TDA PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,172,377
Total of all expenses incurred	2017-12-31	$231,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$231,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$567,308
Value of total assets at end of year	2017-12-31	$5,030,358
Value of total assets at beginning of year	2017-12-31	$4,089,011
Total interest from all sources	2017-12-31	$24,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$272,844
Participant contributions at end of year	2017-12-31	$21,704
Participant contributions at beginning of year	2017-12-31	$22,790
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$183,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$941,347
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,030,358
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,089,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,723,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,016,698
Value of interest in pooled separate accounts at end of year	2017-12-31	$394,649
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$263,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$24,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$780,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$671,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$565,087
Net investment gain/loss from pooled separate accounts	2017-12-31	$15,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$111,460
Employer contributions (assets) at end of year	2017-12-31	$110,135
Employer contributions (assets) at beginning of year	2017-12-31	$115,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$231,030
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCMILLAN PATE & COMPANY LLP
Accountancy firm EIN	2017-12-31	561945391
2016 : 403(B) DC PLAN AND TDA PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$664,651
Total of all expenses incurred	2016-12-31	$107,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$107,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$447,668
Value of total assets at end of year	2016-12-31	$4,089,011
Value of total assets at beginning of year	2016-12-31	$3,532,257
Total interest from all sources	2016-12-31	$23,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$258,275
Participant contributions at end of year	2016-12-31	$22,790
Participant contributions at beginning of year	2016-12-31	$19,422
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$73,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$556,754
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,089,011
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,532,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,016,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,537,091
Value of interest in pooled separate accounts at end of year	2016-12-31	$263,171
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$251,904
Interest earned on other investments	2016-12-31	$23,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$671,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$604,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$180,483
Net investment gain/loss from pooled separate accounts	2016-12-31	$13,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$115,511
Employer contributions (assets) at end of year	2016-12-31	$115,176
Employer contributions (assets) at beginning of year	2016-12-31	$118,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$107,897
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCMILLAN PATE & COMPANY LLP
Accountancy firm EIN	2016-12-31	561945391
2015 : 403(B) DC PLAN AND TDA PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$377,437
Total of all expenses incurred	2015-12-31	$358,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$358,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$346,907
Value of total assets at end of year	2015-12-31	$3,532,257
Value of total assets at beginning of year	2015-12-31	$3,512,863
Total interest from all sources	2015-12-31	$19,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$400,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$227,947
Participant contributions at end of year	2015-12-31	$19,422
Participant contributions at beginning of year	2015-12-31	$20,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$19,394
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,532,257
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,512,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,537,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,552,222
Value of interest in pooled separate accounts at end of year	2015-12-31	$251,904
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$239,982
Interest earned on other investments	2015-12-31	$19,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$604,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$558,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-8,816
Net investment gain/loss from pooled separate accounts	2015-12-31	$19,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$118,960
Employer contributions (assets) at end of year	2015-12-31	$118,960
Employer contributions (assets) at beginning of year	2015-12-31	$142,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$358,043
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCMILLAN PATE & COMPANY LLP
Accountancy firm EIN	2015-12-31	561945391

Form 5500 Responses for 403(B) DC PLAN AND TDA PLAN

2020: 403(B) DC PLAN AND TDA PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403(B) DC PLAN AND TDA PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403(B) DC PLAN AND TDA PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403(B) DC PLAN AND TDA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403(B) DC PLAN AND TDA PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403(B) DC PLAN AND TDA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

387702

Policy instance

Insurance contract or identification number	387702
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

387702

Policy instance

Insurance contract or identification number	387702
Number of Individuals Covered	128
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

387702

Policy instance

Insurance contract or identification number	387702
Number of Individuals Covered	137
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

387702

Policy instance

Insurance contract or identification number	387702
Number of Individuals Covered	133
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WAKE COUNTY MEDICAL SOCIETY - COMMUNITY HEALTH FOUNDATION
Employer identification number (EIN):	562205175
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations