?>
Logo

LEWIS COUNTY PRIMARY CARE 403(B) PLAN 401k Plan overview

Plan NameLEWIS COUNTY PRIMARY CARE 403(B) PLAN
Plan identification number 001

LEWIS COUNTY PRIMARY CARE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LEWIS COUNTY PRIMARY CARE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEWIS COUNTY PRIMARY CARE CENTER, INC.
Employer identification number (EIN):611033691
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS COUNTY PRIMARY CARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MICHAEL THOROUGHMAN
0012023-01-01
0012023-01-01MICHAEL THOROUGHMAN
0012022-01-01
0012022-01-01MICHAEL THOROUGHMAN
0012021-01-01
0012021-01-01MICHAEL THOROUGHMAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL THOROUGHMAN
0012016-01-01MICHAEL THOROUGHMAN
0012015-01-01MICHAEL THOROUGHMAN
0012015-01-01

Plan Statistics for LEWIS COUNTY PRIMARY CARE 403(B) PLAN

401k plan membership statisitcs for LEWIS COUNTY PRIMARY CARE 403(B) PLAN

Measure Date Value
2023: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01421
Total number of active participants reported on line 7a of the Form 55002023-01-01429
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01467
Number of participants with account balances2023-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0114
2022: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01379
Total number of active participants reported on line 7a of the Form 55002022-01-01413
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01442
Number of participants with account balances2022-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01330
Total number of active participants reported on line 7a of the Form 55002021-01-01349
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01369
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01336
Number of participants with account balances2020-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01264
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01267
Number of participants with account balances2019-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01240
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01185
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on LEWIS COUNTY PRIMARY CARE 403(B) PLAN

Measure Date Value
2023 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,750,115
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$945,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$872,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,648,461
Value of total assets at end of year2023-12-31$14,417,674
Value of total assets at beginning of year2023-12-31$10,612,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,190
Total interest from all sources2023-12-31$6,604
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$471,301
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$471,301
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,592,475
Participant contributions at end of year2023-12-31$109,549
Participant contributions at beginning of year2023-12-31$110,331
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$358,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,805,057
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,417,674
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,612,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,308,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,502,286
Interest on participant loans2023-12-31$6,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,623,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$697,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$872,868
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RFH, PLLC
Accountancy firm EIN2023-12-31201518594
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,750,115
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$945,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$872,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,648,461
Value of total assets at end of year2023-01-01$14,417,674
Value of total assets at beginning of year2023-01-01$10,612,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$72,190
Total interest from all sources2023-01-01$6,604
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$471,301
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$471,301
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,592,475
Participant contributions at end of year2023-01-01$109,549
Participant contributions at beginning of year2023-01-01$110,331
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$358,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,805,057
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,417,674
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$10,612,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$14,308,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$10,502,286
Interest on participant loans2023-01-01$6,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,623,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$697,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$872,868
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RFH, PLLC
Accountancy firm EIN2023-01-01201518594
2022 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$162,346
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$489,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$427,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,079,059
Value of total assets at end of year2022-12-31$10,612,617
Value of total assets at beginning of year2022-12-31$10,939,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,830
Total interest from all sources2022-12-31$5,220
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$507,458
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$507,458
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$1,384,745
Participant contributions at end of year2022-12-31$110,331
Participant contributions at beginning of year2022-12-31$134,090
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$83,454
Administrative expenses (other) incurred2022-12-31$61,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-327,128
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,612,617
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,939,745
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$10,502,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,805,655
Interest on participant loans2022-12-31$5,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,429,391
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$610,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$427,644
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 name2022-12-31RFH, PLLC
Accountancy firm EIN2022-12-31201518594
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$162,346
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$489,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$427,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,079,059
Value of total assets at end of year2022-01-01$10,612,617
Value of total assets at beginning of year2022-01-01$10,939,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$61,830
Total interest from all sources2022-01-01$5,220
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$507,458
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$507,458
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,384,745
Participant contributions at end of year2022-01-01$110,331
Participant contributions at beginning of year2022-01-01$134,090
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$83,454
Administrative expenses (other) incurred2022-01-01$61,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-327,128
Value of net assets at end of year (total assets less liabilities)2022-01-01$10,612,617
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$10,939,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$10,502,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$10,805,655
Interest on participant loans2022-01-01$5,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,429,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$610,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$427,644
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RFH, PLLC
Accountancy firm EIN2022-01-01201518594
2021 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,331,463
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$647,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$594,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,015,168
Value of total assets at end of year2021-12-31$10,939,745
Value of total assets at beginning of year2021-12-31$8,255,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,593
Total interest from all sources2021-12-31$6,334
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$607,868
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$607,868
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,068,032
Participant contributions at end of year2021-12-31$134,090
Participant contributions at beginning of year2021-12-31$154,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$828,300
Administrative expenses (other) incurred2021-12-31$52,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,684,420
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,939,745
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,255,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,805,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,101,253
Interest on participant loans2021-12-31$6,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$702,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$118,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$594,450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RFH, PLLC
Accountancy firm EIN2021-12-31201518594
2020 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,607,938
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$644,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$641,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,417,743
Value of total assets at end of year2020-12-31$8,255,325
Value of total assets at beginning of year2020-12-31$6,292,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,000
Total interest from all sources2020-12-31$3,942
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$261,901
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$261,901
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$832,314
Participant contributions at end of year2020-12-31$154,072
Participant contributions at beginning of year2020-12-31$50,586
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$585,429
Administrative expenses (other) incurred2020-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,962,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,255,325
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,292,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,101,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,241,775
Interest on participant loans2020-12-31$3,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$924,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$641,974
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RFH, PLLC
Accountancy firm EIN2020-12-31201518594
2019 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,886,087
Total income from all sources (including contributions)2019-12-31$1,886,087
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$609,079
Total of all expenses incurred2019-12-31$609,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$605,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$605,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$776,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$776,806
Value of total assets at end of year2019-12-31$6,292,361
Value of total assets at end of year2019-12-31$6,292,361
Value of total assets at beginning of year2019-12-31$5,015,353
Value of total assets at beginning of year2019-12-31$5,015,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,155
Total interest from all sources2019-12-31$2,666
Total interest from all sources2019-12-31$2,666
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$242,220
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$242,220
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$242,220
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$242,220
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$708,877
Contributions received from participants2019-12-31$708,877
Participant contributions at end of year2019-12-31$50,586
Participant contributions at end of year2019-12-31$50,586
Participant contributions at beginning of year2019-12-31$41,642
Participant contributions at beginning of year2019-12-31$41,642
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,929
Administrative expenses (other) incurred2019-12-31$3,155
Administrative expenses (other) incurred2019-12-31$3,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,277,008
Value of net income/loss2019-12-31$1,277,008
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,292,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,292,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,015,353
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,015,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,241,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,241,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,973,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,973,711
Interest on participant loans2019-12-31$2,666
Interest on participant loans2019-12-31$2,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$864,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$864,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$605,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$605,924
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RFH, PLLC
Accountancy firm name2019-12-31RFH, PLLC
Accountancy firm EIN2019-12-31201518594
Accountancy firm EIN2019-12-31201518594
2018 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$348,049
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$57,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$680,278
Value of total assets at end of year2018-12-31$5,015,353
Value of total assets at beginning of year2018-12-31$4,724,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,723
Total interest from all sources2018-12-31$1,865
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$274,651
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$274,651
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$672,702
Participant contributions at end of year2018-12-31$41,642
Participant contributions at beginning of year2018-12-31$37,745
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,576
Administrative expenses (other) incurred2018-12-31$2,723
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$290,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,015,353
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,724,899
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,973,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,687,154
Interest on participant loans2018-12-31$1,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-608,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,872
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RFH, PLLC
Accountancy firm EIN2018-12-31201518594
2017 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,306,537
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$630,030
Value of total assets at end of year2017-12-31$4,724,899
Value of total assets at beginning of year2017-12-31$3,424,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,220
Total interest from all sources2017-12-31$1,396
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$157,342
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$157,342
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$580,577
Participant contributions at end of year2017-12-31$37,745
Participant contributions at beginning of year2017-12-31$36,285
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,453
Administrative expenses (other) incurred2017-12-31$2,220
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$1,299,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,724,899
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,424,949
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,687,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,001,753
Interest on participant loans2017-12-31$1,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$386,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$386,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$517,769
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,367
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RFH, PLLC
Accountancy firm EIN2017-12-31201518594
2016 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$876,234
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$669,962
Value of total assets at end of year2016-12-31$3,424,949
Value of total assets at beginning of year2016-12-31$2,551,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,700
Total interest from all sources2016-12-31$1,758
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$88,845
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$88,845
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$521,425
Participant contributions at end of year2016-12-31$36,285
Participant contributions at beginning of year2016-12-31$44,910
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$148,537
Administrative expenses (other) incurred2016-12-31$1,700
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$873,523
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,424,949
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,551,426
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,001,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,506,516
Interest on participant loans2016-12-31$1,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$386,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,011
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RFH, PLLC
Accountancy firm EIN2016-12-31201518594
2015 : LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$2,575,535
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,647,386
Value of total assets at end of year2015-12-31$2,551,426
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,722
Total interest from all sources2015-12-31$221
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$122,167
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$447,569
Participant contributions at end of year2015-12-31$44,910
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,199,817
Administrative expenses (other) incurred2015-12-31$1,722
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$2,551,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,551,426
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,506,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-72,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,387
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RFHCPA'S & CONSULTANTS
Accountancy firm EIN2015-12-31201518594

Form 5500 Responses for LEWIS COUNTY PRIMARY CARE 403(B) PLAN

2023: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEWIS COUNTY PRIMARY CARE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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