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LA CLINICA 401(K) PLAN 401k Plan overview

Plan NameLA CLINICA 401(K) PLAN
Plan identification number 001

LA CLINICA 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ONE COMMUNITY HEALTH has sponsored the creation of one or more 401k plans.

Company Name:ONE COMMUNITY HEALTH
Employer identification number (EIN):930910794
NAIC Classification:621410
NAIC Description:Family Planning Centers

Additional information about ONE COMMUNITY HEALTH

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1986-03-12
Company Identification Number: 2450989
Legal Registered Office Address: 849 PACIFIC AVE

HOOD RIVER
United States of America (USA)
97031

More information about ONE COMMUNITY HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA CLINICA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-02-01
0012019-02-01
0012018-02-01
0012018-02-01
0012017-02-01HEATHER DEAL-WELLENSTEIN
0012016-02-01HEATHER DEAL-WELLENSTEIN2017-08-30
0012015-02-01HEATHER DEAL-WELLENSTEIN2016-10-05
0012014-12-01HEATHER DEAL-WELLENSTEIN2015-07-28
0012013-12-01HEATHER DEAL-WELLENSTEIN2015-01-26
0012012-12-01HEATHER DEAL-WELLENSTEIN2014-04-10
0012011-12-01HEATHER DEAL-WELLENSTEIN2012-12-19
0012010-12-01HEATHER DEAL-WELLENSTEIN2012-03-02
0012008-12-01

Plan Statistics for LA CLINICA 401(K) PLAN

401k plan membership statisitcs for LA CLINICA 401(K) PLAN

Measure Date Value
2022: LA CLINICA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01220
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01261
Number of participants with account balances2022-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LA CLINICA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LA CLINICA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01167
Total number of active participants reported on line 7a of the Form 55002020-02-01150
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-0129
Total of all active and inactive participants2020-02-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-01179
Number of participants with account balances2020-02-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: LA CLINICA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01154
Total number of active participants reported on line 7a of the Form 55002019-02-01144
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-0120
Total of all active and inactive participants2019-02-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-01164
Number of participants with account balances2019-02-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: LA CLINICA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01142
Total number of active participants reported on line 7a of the Form 55002018-02-01129
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-0122
Total of all active and inactive participants2018-02-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-01151
Number of participants with account balances2018-02-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: LA CLINICA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01123
Total number of active participants reported on line 7a of the Form 55002017-02-01133
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-019
Total of all active and inactive participants2017-02-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-01142
Number of participants with account balances2017-02-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010

Financial Data on LA CLINICA 401(K) PLAN

Measure Date Value
2022 : LA CLINICA 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$114,831
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,079,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,020,808
Expenses. Certain deemed distributions of participant loans2022-12-31$7,167
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,537,494
Value of total assets at end of year2022-12-31$6,992,155
Value of total assets at beginning of year2022-12-31$7,956,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,134
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$3,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$377,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$377,490
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$939,184
Participant contributions at end of year2022-12-31$117,031
Participant contributions at beginning of year2022-12-31$44,756
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$86,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$12,986
Administrative expenses (other) incurred2022-12-31$13,679
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-964,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,992,155
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,956,433
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$17,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,874,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,911,677
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$3,212
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$3
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,816,354
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$511,338
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,020,808
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$19,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : LA CLINICA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$2,017
Total income from all sources (including contributions)2021-12-31$2,368,379
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$564,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$512,946
Expenses. Certain deemed distributions of participant loans2021-12-31$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,347,482
Value of total assets at end of year2021-12-31$7,956,433
Value of total assets at beginning of year2021-12-31$6,154,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,802
Total interest from all sources2021-12-31$1,939
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$392,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$392,919
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$869,475
Participant contributions at end of year2021-12-31$44,756
Participant contributions at beginning of year2021-12-31$37,868
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,017
Other income not declared elsewhere2021-12-31$2,016
Administrative expenses (other) incurred2021-12-31$51,802
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$1,803,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,956,433
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,152,840
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$7,911,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,116,989
Interest on participant loans2021-12-31$1,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$624,023
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$476,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$512,946
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : LA CLINICA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,017
Total income from all sources (including contributions)2020-12-31$2,021,538
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$658,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$621,808
Expenses. Certain deemed distributions of participant loans2020-12-31$1,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,099,262
Value of total assets at end of year2020-12-31$6,154,857
Value of total assets at beginning of year2020-12-31$4,792,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,721
Total interest from all sources2020-12-31$1,848
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$209,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$209,816
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$480,000
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$704,067
Participant contributions at end of year2020-12-31$37,868
Participant contributions at beginning of year2020-12-31$43,943
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,017
Administrative expenses (other) incurred2020-12-31$35,721
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$1,362,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,152,840
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,790,175
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$6,116,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,748,249
Interest on participant loans2020-12-31$1,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$710,612
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
Contributions received in cash from employer2020-12-31$371,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$621,808
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 name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total transfer of assets to this plan2020-01-31$0
Total transfer of assets from this plan2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$2,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$2,017
Total income from all sources (including contributions)2020-01-31$1,457,904
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$529,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$492,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$877,120
Value of total assets at end of year2020-01-31$4,792,192
Value of total assets at beginning of year2020-01-31$3,864,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$36,894
Total interest from all sources2020-01-31$1,230
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$194,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$194,564
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$387,000
If this is an individual account plan, was there a blackout period2020-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$568,041
Participant contributions at end of year2020-01-31$43,943
Participant contributions at beginning of year2020-01-31$19,403
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$2,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$2,017
Other income not declared elsewhere2020-01-31$277
Administrative expenses (other) incurred2020-01-31$36,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$928,105
Value of net assets at end of year (total assets less liabilities)2020-01-31$4,790,175
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$3,862,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$4,748,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$3,844,684
Interest on participant loans2020-01-31$1,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$384,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$309,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$492,905
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-01-31300840934
2019 : LA CLINICA 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : LA CLINICA 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$0
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$2,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$0
Expenses. Interest paid2018-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-01-31$0
Total income from all sources (including contributions)2018-01-31$1,238,157
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$65,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$63,580
Expenses. Certain deemed distributions of participant loans2018-01-31$0
Value of total corrective distributions2018-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$758,947
Value of total assets at end of year2018-01-31$3,075,613
Value of total assets at beginning of year2018-01-31$1,901,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$2,138
Total income from rents2018-01-31$0
Total interest from all sources2018-01-31$1,259
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$72,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$72,434
Assets. Real estate other than employer real property at end of year2018-01-31$0
Assets. Real estate other than employer real property at beginning of year2018-01-31$0
Administrative expenses professional fees incurred2018-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-01-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-01-31$0
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$440,626
Participant contributions at end of year2018-01-31$34,827
Participant contributions at beginning of year2018-01-31$4,153
Participant contributions at end of year2018-01-31$0
Participant contributions at beginning of year2018-01-31$0
Assets. Other investments not covered elsewhere at end of year2018-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$94,188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$0
Assets. Loans (other than to participants) at end of year2018-01-31$0
Assets. Loans (other than to participants) at beginning of year2018-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$2,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$0
Other income not declared elsewhere2018-01-31$0
Administrative expenses (other) incurred2018-01-31$0
Liabilities. Value of operating payables at end of year2018-01-31$0
Liabilities. Value of operating payables at beginning of year2018-01-31$0
Total non interest bearing cash at end of year2018-01-31$3,040,786
Total non interest bearing cash at beginning of year2018-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Income. Non cash contributions2018-01-31$0
Value of net income/loss2018-01-31$1,172,439
Value of net assets at end of year (total assets less liabilities)2018-01-31$3,073,596
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$1,901,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Assets. partnership/joint venture interests at end of year2018-01-31$0
Assets. partnership/joint venture interests at beginning of year2018-01-31$0
Investment advisory and management fees2018-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$1,891,564
Value of interest in pooled separate accounts at end of year2018-01-31$0
Value of interest in pooled separate accounts at beginning of year2018-01-31$0
Interest on participant loans2018-01-31$1,259
Income. Interest from loans (other than to participants)2018-01-31$0
Interest earned on other investments2018-01-31$0
Income. Interest from US Government securities2018-01-31$0
Income. Interest from corporate debt instruments2018-01-31$0
Value of interest in master investment trust accounts at end of year2018-01-31$0
Value of interest in master investment trust accounts at beginning of year2018-01-31$0
Value of interest in common/collective trusts at end of year2018-01-31$0
Value of interest in common/collective trusts at beginning of year2018-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-01-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$0
Asset value of US Government securities at end of year2018-01-31$0
Asset value of US Government securities at beginning of year2018-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$405,517
Net investment gain/loss from pooled separate accounts2018-01-31$0
Net investment gain or loss from common/collective trusts2018-01-31$0
Net gain/loss from 103.12 investment entities2018-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Assets. Invements in employer securities at end of year2018-01-31$0
Assets. Invements in employer securities at beginning of year2018-01-31$0
Assets. Value of employer real property at end of year2018-01-31$0
Assets. Value of employer real property at beginning of year2018-01-31$0
Contributions received in cash from employer2018-01-31$224,133
Employer contributions (assets) at end of year2018-01-31$0
Employer contributions (assets) at beginning of year2018-01-31$5,440
Income. Dividends from preferred stock2018-01-31$0
Income. Dividends from common stock2018-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$63,580
Asset. Corporate debt instrument preferred debt at end of year2018-01-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-01-31$0
Contract administrator fees2018-01-31$2,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-31$0
Liabilities. Value of benefit claims payable at end of year2018-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$0
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$0
Aggregate carrying amount (costs) on sale of assets2018-01-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-01-31300840934

Form 5500 Responses for LA CLINICA 401(K) PLAN

2022: LA CLINICA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LA CLINICA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: LA CLINICA 401(K) PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: LA CLINICA 401(K) PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: LA CLINICA 401(K) PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedYes
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: LA CLINICA 401(K) PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2008: LA CLINICA 401(K) PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01First time form 5500 has been submittedYes
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number516991-01
Policy instance 1
Insurance contract or identification number516991-01
Number of Individuals Covered60
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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