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CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 401k Plan overview

Plan NameCLINICAS DEL CAMINO REAL, INC. 403(B) PLAN
Plan identification number 002

CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLINICAS DEL CAMINO REAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLINICAS DEL CAMINO REAL, INC.
Employer identification number (EIN):952977147
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CLINICAS DEL CAMINO REAL, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1975-10-01
Company Identification Number: C0755472
Legal Registered Office Address: 200 S Wells Rd Ste 200

Ventura
United States of America (USA)
93003

More information about CLINICAS DEL CAMINO REAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01FARHAD BENHARASH2024-02-12 GAGAN PAWAR2024-02-12
0022021-07-01FARHAD BENHARASH2023-04-10 GAGAN PAWAR2023-04-11
0022020-07-01GABRIELA CORTEZ2022-04-05 FARHAD BENHARASH2022-04-11
0022019-07-01CHRISTINA M. VELASCO2021-04-15 ROBERTO S. JUAREZ2021-04-15
0022018-07-01CHRISTINA M. VELASCO2020-04-14 ROBERTO S. JUAREZ2020-04-14
0022017-07-01CHRISTINA M. VELASCO2019-04-15 ROBERTO S. JUAREZ2019-04-15
0022017-07-01CHRISTINA M. VELASCO2019-05-15 ROBERTO S. JUAREZ2019-05-15
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01ZENY DEL MUNDO
0022011-07-01ZENY DEL MUNDO
0022010-07-01ROBERTO S. JUAREZ
0022009-07-01ROBERTO S. JUAREZ
0022009-07-01ROBERTO S. JUAREZ

Plan Statistics for CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN

401k plan membership statisitcs for CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN

Measure Date Value
2022: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,100
Total number of active participants reported on line 7a of the Form 55002022-07-01858
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01280
Total of all active and inactive participants2022-07-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011,138
Number of participants with account balances2022-07-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,040
Total number of active participants reported on line 7a of the Form 55002021-07-01864
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01236
Total of all active and inactive participants2021-07-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,100
Number of participants with account balances2021-07-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01985
Total number of active participants reported on line 7a of the Form 55002020-07-01862
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01178
Total of all active and inactive participants2020-07-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,040
Number of participants with account balances2020-07-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01941
Total number of active participants reported on line 7a of the Form 55002019-07-01826
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01159
Total of all active and inactive participants2019-07-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01985
Number of participants with account balances2019-07-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01880
Total number of active participants reported on line 7a of the Form 55002018-07-01795
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01142
Total of all active and inactive participants2018-07-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01937
Number of participants with account balances2018-07-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01889
Total number of active participants reported on line 7a of the Form 55002017-07-01768
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01112
Total of all active and inactive participants2017-07-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01880
Number of participants with account balances2017-07-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01800
Total number of active participants reported on line 7a of the Form 55002016-07-01750
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01139
Total of all active and inactive participants2016-07-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01889
Number of participants with account balances2016-07-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01716
Total number of active participants reported on line 7a of the Form 55002015-07-01715
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0185
Total of all active and inactive participants2015-07-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01800
Number of participants with account balances2015-07-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01672
Total number of active participants reported on line 7a of the Form 55002014-07-01662
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0153
Total of all active and inactive participants2014-07-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01715
Number of participants with account balances2014-07-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01616
Total number of active participants reported on line 7a of the Form 55002013-07-01615
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0157
Total of all active and inactive participants2013-07-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01672
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01572
Total number of active participants reported on line 7a of the Form 55002012-07-01577
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0135
Total of all active and inactive participants2012-07-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01612
Number of participants with account balances2012-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01491
Total number of active participants reported on line 7a of the Form 55002011-07-01528
Number of retired or separated participants receiving benefits2011-07-0144
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01572
Number of participants with account balances2011-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01419
Total number of active participants reported on line 7a of the Form 55002010-07-01467
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0124
Total of all active and inactive participants2010-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01491
Number of participants with account balances2010-07-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01130
2009: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01378
Total number of active participants reported on line 7a of the Form 55002009-07-01383
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0115
Total of all active and inactive participants2009-07-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01398
Number of participants with account balances2009-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN

Measure Date Value
2023 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$4,343,071
Total of all expenses incurred2023-06-30$3,314,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$3,158,719
Expenses. Certain deemed distributions of participant loans2023-06-30$18,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,207,574
Value of total assets at end of year2023-06-30$18,259,975
Value of total assets at beginning of year2023-06-30$17,230,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$136,466
Total interest from all sources2023-06-30$11,772
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,270,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,270,000
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,181,343
Participant contributions at end of year2023-06-30$216,235
Participant contributions at beginning of year2023-06-30$218,485
Participant contributions at end of year2023-06-30$94,866
Participant contributions at beginning of year2023-06-30$85,591
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$26,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,029,040
Value of net assets at end of year (total assets less liabilities)2023-06-30$18,259,975
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$17,230,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$17,882,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$16,863,068
Interest on participant loans2023-06-30$9,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$2,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$66,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$63,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$853,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$3,158,719
Contract administrator fees2023-06-30$136,466
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WIPFLI LLP
Accountancy firm EIN2023-06-30390758449
2022 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-1,418,468
Total of all expenses incurred2022-06-30$1,201,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,035,939
Expenses. Certain deemed distributions of participant loans2022-06-30$14,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,205,694
Value of total assets at end of year2022-06-30$17,230,935
Value of total assets at beginning of year2022-06-30$19,851,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$151,441
Total interest from all sources2022-06-30$9,293
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,538,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,538,609
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,204,856
Participant contributions at end of year2022-06-30$218,485
Participant contributions at beginning of year2022-06-30$194,397
Participant contributions at end of year2022-06-30$85,591
Participant contributions at beginning of year2022-06-30$90,311
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$838
Administrative expenses (other) incurred2022-06-30$2,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,620,160
Value of net assets at end of year (total assets less liabilities)2022-06-30$17,230,935
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$19,851,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$16,863,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$19,504,753
Interest on participant loans2022-06-30$7,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$2,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$63,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$61,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,172,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,035,939
Contract administrator fees2022-06-30$149,331
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIPFLI LLP
Accountancy firm EIN2022-06-30390758449
2021 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$6,902,721
Total of all expenses incurred2021-06-30$891,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$758,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,029,309
Value of total assets at end of year2021-06-30$19,851,095
Value of total assets at beginning of year2021-06-30$13,840,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$132,911
Total interest from all sources2021-06-30$8,638
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$803,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$803,111
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,992,644
Participant contributions at end of year2021-06-30$194,397
Participant contributions at beginning of year2021-06-30$93,693
Participant contributions at end of year2021-06-30$90,311
Participant contributions at beginning of year2021-06-30$64,551
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$36,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$6,010,916
Value of net assets at end of year (total assets less liabilities)2021-06-30$19,851,095
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$13,840,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$19,504,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$13,622,383
Interest on participant loans2021-06-30$6,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$2,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$61,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$59,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,061,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$758,894
Contract administrator fees2021-06-30$132,911
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2021-06-30330278891
2020 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$2,528,422
Total of all expenses incurred2020-06-30$852,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$753,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,823,706
Value of total assets at end of year2020-06-30$13,840,179
Value of total assets at beginning of year2020-06-30$12,164,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$99,053
Total interest from all sources2020-06-30$5,320
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$630,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$630,726
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,779,060
Participant contributions at end of year2020-06-30$93,693
Participant contributions at beginning of year2020-06-30$33,559
Participant contributions at end of year2020-06-30$64,551
Participant contributions at beginning of year2020-06-30$72,523
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$44,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,675,531
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,840,179
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,164,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$13,622,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,001,041
Interest on participant loans2020-06-30$3,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$59,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$57,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$68,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$753,838
Contract administrator fees2020-06-30$99,053
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2020-06-30330278891
2019 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,462
Total income from all sources (including contributions)2019-06-30$2,658,576
Total of all expenses incurred2019-06-30$395,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$311,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,871,046
Value of total assets at end of year2019-06-30$12,164,648
Value of total assets at beginning of year2019-06-30$9,904,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$83,762
Total interest from all sources2019-06-30$6,065
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$707,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$707,941
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,848,440
Participant contributions at end of year2019-06-30$33,559
Participant contributions at beginning of year2019-06-30$81,820
Participant contributions at end of year2019-06-30$72,523
Participant contributions at beginning of year2019-06-30$66,886
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$22,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$3,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,263,527
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,164,648
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,901,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$12,001,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,686,995
Interest on participant loans2019-06-30$3,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$57,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$68,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$73,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$311,287
Contract administrator fees2019-06-30$83,762
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2019-06-30330278891
2018 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,462
Total income from all sources (including contributions)2018-06-30$2,312,309
Total of all expenses incurred2018-06-30$270,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$197,259
Value of total corrective distributions2018-06-30$3,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,490,078
Value of total assets at end of year2018-06-30$9,904,583
Value of total assets at beginning of year2018-06-30$7,858,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$69,323
Total interest from all sources2018-06-30$5,653
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$349,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$349,639
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,437,797
Participant contributions at end of year2018-06-30$81,820
Participant contributions at beginning of year2018-06-30$81,486
Participant contributions at end of year2018-06-30$66,886
Participant contributions at beginning of year2018-06-30$51,002
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$52,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$3,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,042,265
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,901,121
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,858,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,686,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,654,299
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,042
Interest on participant loans2018-06-30$3,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$68,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$70,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$466,911
Net investment gain/loss from pooled separate accounts2018-06-30$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$197,259
Contract administrator fees2018-06-30$69,323
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2018-06-30330278891
2017 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$2,316,277
Total of all expenses incurred2017-06-30$394,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$342,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,273,096
Value of total assets at end of year2017-06-30$7,858,856
Value of total assets at beginning of year2017-06-30$5,937,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$52,346
Total interest from all sources2017-06-30$4,308
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$247,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$247,239
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$700,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,161,434
Participant contributions at end of year2017-06-30$81,486
Participant contributions at beginning of year2017-06-30$18,318
Participant contributions at end of year2017-06-30$51,002
Participant contributions at beginning of year2017-06-30$43,403
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$111,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,921,469
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,858,856
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,937,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,654,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,805,262
Value of interest in pooled separate accounts at end of year2017-06-30$2,042
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,887
Interest on participant loans2017-06-30$1,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$70,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$68,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$791,475
Net investment gain/loss from pooled separate accounts2017-06-30$159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$342,462
Contract administrator fees2017-06-30$52,346
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2017-06-30330278891
2016 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$956,686
Total of all expenses incurred2016-06-30$253,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$212,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$970,644
Value of total assets at end of year2016-06-30$5,937,387
Value of total assets at beginning of year2016-06-30$5,234,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$41,666
Total interest from all sources2016-06-30$3,203
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$281,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$281,324
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$700,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$970,644
Participant contributions at end of year2016-06-30$18,318
Participant contributions at beginning of year2016-06-30$27,617
Participant contributions at end of year2016-06-30$43,403
Participant contributions at beginning of year2016-06-30$33,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$702,915
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,937,387
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,234,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$41,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,805,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,104,323
Value of interest in pooled separate accounts at end of year2016-06-30$1,887
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,883
Interest on participant loans2016-06-30$862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$2,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$68,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$67,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-298,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$212,105
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2016-06-30330278891
2015 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,043,966
Total of all expenses incurred2015-06-30$677,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$629,232
Expenses. Certain deemed distributions of participant loans2015-06-30$9,568
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$863,837
Value of total assets at end of year2015-06-30$5,234,472
Value of total assets at beginning of year2015-06-30$4,868,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$38,878
Total interest from all sources2015-06-30$4,176
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$237,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$237,095
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$700,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$857,431
Participant contributions at end of year2015-06-30$27,617
Participant contributions at beginning of year2015-06-30$79,455
Participant contributions at end of year2015-06-30$33,616
Participant contributions at beginning of year2015-06-30$33,787
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$6,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$366,288
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,234,472
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,868,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$38,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,104,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,657,781
Value of interest in pooled separate accounts at end of year2015-06-30$1,883
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,854
Interest on participant loans2015-06-30$1,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$67,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$95,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-61,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$629,232
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2015-06-30330278891
2014 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,553,753
Total of all expenses incurred2014-06-30$438,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$404,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$733,731
Value of total assets at end of year2014-06-30$4,868,184
Value of total assets at beginning of year2014-06-30$3,752,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$33,859
Total interest from all sources2014-06-30$7,152
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$150,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$150,670
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$700,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$732,166
Participant contributions at end of year2014-06-30$79,455
Participant contributions at beginning of year2014-06-30$65,943
Participant contributions at end of year2014-06-30$33,787
Participant contributions at beginning of year2014-06-30$37,596
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,565
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,115,748
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,868,184
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,752,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$33,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,657,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,542,887
Value of interest in pooled separate accounts at end of year2014-06-30$1,854
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,650
Interest on participant loans2014-06-30$3,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$3,576
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$95,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$104,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$662,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$404,146
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2014-06-30330278891
2013 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,101,952
Total of all expenses incurred2013-06-30$185,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$158,992
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$672,157
Value of total assets at end of year2013-06-30$3,752,436
Value of total assets at beginning of year2013-06-30$2,836,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$26,577
Total interest from all sources2013-06-30$6,816
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$81,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$81,553
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$700,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$663,505
Participant contributions at end of year2013-06-30$65,943
Participant contributions at beginning of year2013-06-30$59,195
Participant contributions at end of year2013-06-30$37,596
Participant contributions at beginning of year2013-06-30$21,358
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$8,652
Assets. Loans (other than to participants) at end of year2013-06-30$0
Assets. Loans (other than to participants) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$916,383
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,752,436
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,836,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$26,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,542,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,624,543
Value of interest in pooled separate accounts at end of year2013-06-30$1,650
Value of interest in pooled separate accounts at beginning of year2013-06-30$17,851
Interest on participant loans2013-06-30$2,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,572
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$104,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$113,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$341,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$158,992
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2013-06-30330278891
2012 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$478,056
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$98,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$82,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$474,066
Value of total assets at end of year2012-06-30$2,836,053
Value of total assets at beginning of year2012-06-30$2,456,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$15,925
Total interest from all sources2012-06-30$1,302
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$55,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$55,441
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$473,638
Participant contributions at end of year2012-06-30$59,195
Participant contributions at beginning of year2012-06-30$10,450
Participant contributions at end of year2012-06-30$21,358
Participant contributions at beginning of year2012-06-30$18,517
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$379,155
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,836,053
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,456,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$15,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,624,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,306,037
Value of interest in pooled separate accounts at end of year2012-06-30$17,851
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,661
Interest on participant loans2012-06-30$170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$113,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$118,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-52,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$82,976
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30OSCAR G. ARMIJO CPA
Accountancy firm EIN2012-06-30330278891
2011 : CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$852,679
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$145,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$117,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$415,298
Value of total assets at end of year2011-06-30$2,456,898
Value of total assets at beginning of year2011-06-30$1,750,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$28,453
Total interest from all sources2011-06-30$3,340
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$3,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$3,418
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$415,298
Participant contributions at end of year2011-06-30$10,450
Participant contributions at beginning of year2011-06-30$9,255
Participant contributions at end of year2011-06-30$18,517
Participant contributions at beginning of year2011-06-30$15,197
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$706,730
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,456,898
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,750,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$28,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,306,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$3,661
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,528,525
Interest on participant loans2011-06-30$704
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,636
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$118,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$197,191
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$12,000
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$430,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$105,496
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$300
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30OSCAR G. ARMIJO, CPA
Accountancy firm EIN2011-06-30330278891

Form 5500 Responses for CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN

2022: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered6
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered6
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered6
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered6
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered6
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered7
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 1
Insurance contract or identification numberVFB083
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered8
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $100
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP VARIABLE ANNUITY - GUARANTEED FUND
Commission paid to Insurance BrokerUSD $100
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 1
Insurance contract or identification numberVFB083
Number of Individuals Covered1
Insurance policy start date2016-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered8
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP VARIABLE ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $214
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 1
Insurance contract or identification numberVFB083
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 2
Insurance contract or identification numberVFB083
Number of Individuals Covered5
Insurance policy start date2014-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 1
Insurance contract or identification numberGP25605
Number of Individuals Covered9
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP VARIABLE ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $287
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 1
Insurance contract or identification numberVFB083
Number of Individuals Covered8
Insurance policy start date2013-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered9
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP VARIABLE ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered10
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $331
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB083
Policy instance 1
Insurance contract or identification numberVFB083
Number of Individuals Covered8
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFBO83
Policy instance 1
Insurance contract or identification numberVFBO83
Number of Individuals Covered130
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $867
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP25605
Policy instance 2
Insurance contract or identification numberGP25605
Number of Individuals Covered10
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $339
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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