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UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY has sponsored the creation of one or more 401k plans.

Company Name:UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY
Employer identification number (EIN):941732538
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1971-01-15
Company Identification Number: C0615555
Legal Registered Office Address: 650 Zediker Ave.

Parlier
United States of America (USA)
93648

More information about UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SANDRA HUEBERT CHAVEZ
0012017-01-01SANDRA HUEBERT CHAVEZ
0012016-01-01SANDRA HUEBERT CHAVEZ
0012015-01-01SANDRA HUEBERT CHAVEZ
0012014-01-01SANDRA HUEBERT CHAVEZ
0012013-01-01SANDRA HUEBERT CHAVEZ
0012012-01-01SANDRA HUEBERT CHAVEZ
0012011-01-01PAUL BIBERKRAUT
0012010-01-01SANDRA HUEBERT CHAVEZ
0012009-01-01SANDRA HUEBERT CHAVEZ
0012009-01-01SANDRA HUEBERT CHAVEZ

Plan Statistics for UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,018
Total number of active participants reported on line 7a of the Form 55002022-01-01870
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01167
Total of all active and inactive participants2022-01-011,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,048
Number of participants with account balances2022-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01780
Total number of active participants reported on line 7a of the Form 55002021-01-01801
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01217
Total of all active and inactive participants2021-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,018
Number of participants with account balances2021-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01693
Total number of active participants reported on line 7a of the Form 55002020-01-01634
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01770
Number of participants with account balances2020-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01703
Total number of active participants reported on line 7a of the Form 55002019-01-01625
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01683
Number of participants with account balances2019-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01652
Total number of active participants reported on line 7a of the Form 55002018-01-01527
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01697
Number of participants with account balances2018-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01647
Total number of active participants reported on line 7a of the Form 55002017-01-01511
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01647
Number of participants with account balances2017-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01629
Total number of active participants reported on line 7a of the Form 55002016-01-01513
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01133
Total of all active and inactive participants2016-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01646
Number of participants with account balances2016-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01540
Total number of active participants reported on line 7a of the Form 55002015-01-01474
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01616
Number of participants with account balances2015-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01547
Total number of active participants reported on line 7a of the Form 55002014-01-01388
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01533
Number of participants with account balances2014-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01389
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01158
Total of all active and inactive participants2013-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01547
Number of participants with account balances2013-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01483
Total number of active participants reported on line 7a of the Form 55002012-01-01392
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01124
Total of all active and inactive participants2012-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01516
Number of participants with account balances2012-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01450
Total number of active participants reported on line 7a of the Form 55002011-01-01352
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01116
Total of all active and inactive participants2011-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01468
Number of participants with account balances2011-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01432
Total number of active participants reported on line 7a of the Form 55002010-01-01341
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01109
Total of all active and inactive participants2010-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01450
Number of participants with account balances2010-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01405
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01432
Number of participants with account balances2009-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-270,029
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,504,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,404,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,666,821
Value of total assets at end of year2022-12-31$26,837,215
Value of total assets at beginning of year2022-12-31$28,611,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,217
Total interest from all sources2022-12-31$9,085
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,504
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$16,504
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$2,785,963
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,387
Other income not declared elsewhere2022-12-31$6,540
Administrative expenses (other) incurred2022-12-31$100,217
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,774,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,837,215
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,611,827
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$1,226,219
Value of interest in pooled separate accounts at beginning of year2022-12-31$28,587,649
Interest earned on other investments2022-12-31$9,085
Value of interest in common/collective trusts at end of year2022-12-31$23,831,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,779,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,696
Net investment gain/loss from pooled separate accounts2022-12-31$-3,567,356
Net investment gain or loss from common/collective trusts2022-12-31$-1,381,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,862,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,404,366
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
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 name2022-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2022-12-31330700332
2021 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$7,331,904
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,995,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,880,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,264,717
Value of total assets at end of year2021-12-31$28,611,827
Value of total assets at beginning of year2021-12-31$23,275,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,273
Total interest from all sources2021-12-31$182
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$2,366,708
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$345,786
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,404
Total non interest bearing cash at beginning of year2021-12-31$145
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$5,336,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,611,827
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,275,233
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
Investment advisory and management fees2021-12-31$109,648
Value of interest in pooled separate accounts at end of year2021-12-31$28,587,649
Value of interest in pooled separate accounts at beginning of year2021-12-31$23,258,905
Interest earned on other investments2021-12-31$182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,183
Net investment gain/loss from pooled separate accounts2021-12-31$3,067,005
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$1,552,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,880,037
Contract administrator fees2021-12-31$5,625
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 name2021-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2021-12-31330700332
2020 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$6,322,514
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,373,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,309,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,160,450
Value of total assets at end of year2020-12-31$23,275,233
Value of total assets at beginning of year2020-12-31$19,325,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,475
Total interest from all sources2020-12-31$168
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$1,812,840
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$137,037
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$145
Total non interest bearing cash at beginning of year2020-12-31$19,747
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$3,949,475
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,275,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,325,758
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
Investment advisory and management fees2020-12-31$58,845
Value of interest in pooled separate accounts at end of year2020-12-31$23,258,905
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,292,131
Interest earned on other investments2020-12-31$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,880
Net investment gain/loss from pooled separate accounts2020-12-31$3,161,896
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$1,210,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,309,564
Contract administrator fees2020-12-31$4,630
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 name2020-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2020-12-31330700332
2019 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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$5,996,973
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,477,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,411,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,727,597
Value of total assets at end of year2019-12-31$19,325,758
Value of total assets at beginning of year2019-12-31$14,806,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,186
Total interest from all sources2019-12-31$148
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,520,250
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$185,471
Other income not declared elsewhere2019-12-31$29,428
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$19,747
Total non interest bearing cash at beginning of year2019-12-31$11,022
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$4,519,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,325,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,806,384
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$52,608
Value of interest in pooled separate accounts at end of year2019-12-31$19,292,131
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,784,550
Interest earned on other investments2019-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,812
Net investment gain/loss from pooled separate accounts2019-12-31$3,239,800
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,021,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,411,413
Contract administrator fees2019-12-31$13,578
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31472718509
2018 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$1,201,201
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$564,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$514,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,270,565
Value of total assets at end of year2018-12-31$14,806,384
Value of total assets at beginning of year2018-12-31$14,169,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,671
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$1,326,582
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,088
Other income not declared elsewhere2018-12-31$29,432
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$11,022
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$636,586
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,806,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,169,798
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
Investment advisory and management fees2018-12-31$45,846
Value of interest in pooled separate accounts at end of year2018-12-31$14,784,550
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,153,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,917
Net investment gain/loss from pooled separate accounts2018-12-31$-1,098,796
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$917,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$514,944
Contract administrator fees2018-12-31$3,825
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 name2018-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31472718509
2017 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$4,629
Total income from all sources (including contributions)2017-12-31$4,529,857
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$612,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$568,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,721,376
Value of total assets at end of year2017-12-31$14,169,798
Value of total assets at beginning of year2017-12-31$10,257,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,087
Total interest from all sources2017-12-31$4,102
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,244,265
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$600,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,125
Other income not declared elsewhere2017-12-31$20,996
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,916,936
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,169,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,252,862
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
Investment advisory and management fees2017-12-31$40,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,748,287
Value of interest in pooled separate accounts at end of year2017-12-31$14,153,881
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,248,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$135,536
Net investment gain/loss from pooled separate accounts2017-12-31$1,647,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$876,544
Employer contributions (assets) at beginning of year2017-12-31$255,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$568,834
Contract administrator fees2017-12-31$4,050
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$504
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 name2017-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31472718509
2016 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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$4,629
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$1,768,690
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,270,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,218,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,103,992
Value of total assets at end of year2016-12-31$10,257,491
Value of total assets at beginning of year2016-12-31$10,754,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,295
Total interest from all sources2016-12-31$234,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$403,995
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,125
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-502,041
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,252,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,754,903
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
Investment advisory and management fees2016-12-31$18,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,748,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,545,135
Value of interest in pooled separate accounts at end of year2016-12-31$3,248,498
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,005,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$234,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$429,776
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$654,743
Employer contributions (assets) at end of year2016-12-31$255,097
Employer contributions (assets) at beginning of year2016-12-31$200,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,218,436
Contract administrator fees2016-12-31$33,416
Liabilities. Value of benefit claims payable at end of year2016-12-31$504
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 name2016-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31472718509
2015 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$54,985
Total income from all sources (including contributions)2015-12-31$1,075,162
Total of all expenses incurred2015-12-31$1,081,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,028,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$988,121
Value of total assets at end of year2015-12-31$10,754,903
Value of total assets at beginning of year2015-12-31$10,815,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,329
Total interest from all sources2015-12-31$382,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$48,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$353,964
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,175
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,754,903
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,760,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,545,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,813,874
Value of interest in pooled separate accounts at end of year2015-12-31$3,005,031
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,892,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$382,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-295,514
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
Contributions received in cash from employer2015-12-31$620,441
Employer contributions (assets) at end of year2015-12-31$200,354
Employer contributions (assets) at beginning of year2015-12-31$106,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,028,823
Contract administrator fees2015-12-31$3,460
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$49,810
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 name2015-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31472718509
2014 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$54,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,175
Total income from all sources (including contributions)2014-12-31$1,666,245
Total of all expenses incurred2014-12-31$1,303,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,248,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$861,246
Value of total assets at end of year2014-12-31$10,815,878
Value of total assets at beginning of year2014-12-31$10,400,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,022
Total interest from all sources2014-12-31$518,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$46,997
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$327,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$362,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,760,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,398,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,813,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,524,022
Value of interest in pooled separate accounts at end of year2014-12-31$2,892,305
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,813,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$518,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$286,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$533,403
Employer contributions (assets) at end of year2014-12-31$106,305
Employer contributions (assets) at beginning of year2014-12-31$60,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,248,676
Contract administrator fees2014-12-31$8,025
Liabilities. Value of benefit claims payable at end of year2014-12-31$49,810
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PUN & MCGREADY
Accountancy firm EIN2014-12-31454126435
2013 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,805
Total income from all sources (including contributions)2013-12-31$2,620,908
Total loss/gain on sale of assets2013-12-31$9,642
Total of all expenses incurred2013-12-31$608,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,920
Value of total corrective distributions2013-12-31$8,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$792,000
Value of total assets at end of year2013-12-31$10,400,521
Value of total assets at beginning of year2013-12-31$8,447,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,790
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$262,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$262,252
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$285,662
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$55,420
Administrative expenses (other) incurred2013-12-31$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,012,528
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,398,346
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,385,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$41,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,524,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,233,992
Value of interest in pooled separate accounts at end of year2013-12-31$2,813,669
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,212,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$995,870
Net investment gain/loss from pooled separate accounts2013-12-31$561,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$503,066
Employer contributions (assets) at end of year2013-12-31$60,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,920
Contract administrator fees2013-12-31$3,975
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,385
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$577,589
Aggregate carrying amount (costs) on sale of assets2013-12-31$567,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PUN & MCGREADY
Accountancy firm EIN2013-12-31454126435
2012 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,808
Total income from all sources (including contributions)2012-12-31$1,861,771
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$324,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$287,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$840,492
Value of total assets at end of year2012-12-31$8,447,623
Value of total assets at beginning of year2012-12-31$6,887,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,877
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$195,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$195,513
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$258,207
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$55,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,808
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,537,196
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,385,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,848,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,233,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,116,788
Value of interest in pooled separate accounts at end of year2012-12-31$2,212,918
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,769,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$825,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$582,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$287,698
Contract administrator fees2012-12-31$24,022
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,385
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PUN & MCGREADY
Accountancy firm EIN2012-12-31454126435
2011 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,997
Total income from all sources (including contributions)2011-12-31$613,474
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$292,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$260,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$763,224
Value of total assets at end of year2011-12-31$6,887,430
Value of total assets at beginning of year2011-12-31$6,533,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,120
Total interest from all sources2011-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$114,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$114,711
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$227,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,997
Administrative expenses (other) incurred2011-12-31$246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$321,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,848,622
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,527,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,116,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,357,224
Value of interest in pooled separate accounts at end of year2011-12-31$1,769,928
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,690,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-215,704
Net investment gain/loss from pooled separate accounts2011-12-31$-48,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$536,094
Employer contributions (assets) at beginning of year2011-12-31$485,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$260,267
Contract administrator fees2011-12-31$22,207
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PUN & MCGREADY
Accountancy firm EIN2011-12-31454126435
2010 : UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$861
Total income from all sources (including contributions)2010-12-31$1,354,953
Total loss/gain on sale of assets2010-12-31$-9,990
Total of all expenses incurred2010-12-31$279,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$723,234
Value of total assets at end of year2010-12-31$6,533,532
Value of total assets at beginning of year2010-12-31$5,453,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,256
Total interest from all sources2010-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$87,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$87,870
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$189,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,075,278
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,527,535
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,452,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,357,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,569,340
Value of interest in pooled separate accounts at end of year2010-12-31$1,690,497
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,373,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$553,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$533,796
Employer contributions (assets) at end of year2010-12-31$485,097
Employer contributions (assets) at beginning of year2010-12-31$508,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,419
Contract administrator fees2010-12-31$16,941
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$193,431
Aggregate carrying amount (costs) on sale of assets2010-12-31$203,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CAPORICCI & LARSON, INC.
Accountancy firm EIN2010-12-31331202546

Form 5500 Responses for UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN

2022: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 2
Insurance contract or identification number63718
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-02
Total amount of commissions paid to insurance brokerUSD $31,827
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $14,056
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664FN6
Policy instance 1
Insurance contract or identification number664FN6
Number of Individuals Covered1048
Insurance policy start date2022-02-06
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered940
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $78,385
Total amount of fees paid to insurance companyUSD $18,704
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,385
Insurance broker organization code?3
Amount paid for insurance broker fees18704
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered737
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $57,556
Total amount of fees paid to insurance companyUSD $14,234
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,556
Insurance broker organization code?3
Amount paid for insurance broker fees14234
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered659
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $51,299
Total amount of fees paid to insurance companyUSD $22,138
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,299
Insurance broker organization code?3
Amount paid for insurance broker fees22138
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered629
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $45,515
Total amount of fees paid to insurance companyUSD $11,438
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,515
Insurance broker organization code?3
Amount paid for insurance broker fees11438
Additional information about fees paid to insurance brokerTPA FEES, COMPENSATION AND OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered617
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32,318
Total amount of fees paid to insurance companyUSD $26,773
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,318
Insurance broker organization code?3
Amount paid for insurance broker fees26773
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameHICKS PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered245
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,921
Total amount of fees paid to insurance companyUSD $2,637
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,921
Insurance broker organization code?3
Amount paid for insurance broker fees2637
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION/OTHER ALLOWANCES
Insurance broker nameHICKS PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered237
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,035
Total amount of fees paid to insurance companyUSD $4,268
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,035
Insurance broker organization code?3
Amount paid for insurance broker fees4268
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHICKS PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Number of Individuals Covered249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,185
Total amount of fees paid to insurance companyUSD $3,022
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,185
Insurance broker organization code?3
Amount paid for insurance broker fees3022
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameHICKS PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,002
Total amount of fees paid to insurance companyUSD $2,365
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,002
Insurance broker organization code?3
Amount paid for insurance broker fees2365
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHICKS PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,920
Total amount of fees paid to insurance companyUSD $2,249
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63718
Policy instance 1
Insurance contract or identification number63718
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,223
Total amount of fees paid to insurance companyUSD $1,963
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,223
Insurance broker organization code?3
Amount paid for insurance broker fees1963
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameHICKS PENSION SERVICES

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