COUNCIL OF COMMUNITY CLINICS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COUNCIL OF COMMUNITY CLINICS 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : COUNCIL OF COMMUNITY CLINICS 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,234,270 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $191,727 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $151,995 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $12,278 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,582,828 |
| Value of total assets at end of year | 2023-12-31 | $11,987,132 |
| Value of total assets at beginning of year | 2023-12-31 | $8,944,589 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $27,454 |
| Total interest from all sources | 2023-12-31 | $332,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,144,796 |
| Participant contributions at end of year | 2023-12-31 | $265,103 |
| Participant contributions at beginning of year | 2023-12-31 | $103,241 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $30,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $3,042,543 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,987,132 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,944,589 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $11,304,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,493,442 |
| Interest on participant loans | 2023-12-31 | $9,008 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $79,007 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $48,298 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $48,298 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $323,801 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $338,410 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $299,608 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,318,633 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $407,070 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $151,995 |
| Contract administrator fees | 2023-12-31 | $27,454 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WIPFLI |
| Accountancy firm EIN | 2023-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,234,270 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $191,727 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $151,995 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $12,278 |
| Value of total corrective distributions | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,582,828 |
| Value of total assets at end of year | 2023-01-01 | $11,987,132 |
| Value of total assets at beginning of year | 2023-01-01 | $8,944,589 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $27,454 |
| Total interest from all sources | 2023-01-01 | $332,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,144,796 |
| Participant contributions at end of year | 2023-01-01 | $265,103 |
| Participant contributions at beginning of year | 2023-01-01 | $103,241 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $30,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $3,042,543 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $11,987,132 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,944,589 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $11,304,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $8,493,442 |
| Interest on participant loans | 2023-01-01 | $9,008 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $79,007 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $323,801 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $338,410 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $299,608 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,318,633 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $407,070 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $151,995 |
| Contract administrator fees | 2023-01-01 | $27,454 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WIPFLI |
| Accountancy firm EIN | 2023-01-01 | 390758449 |
| 2022 : COUNCIL OF COMMUNITY CLINICS 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-118,557 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $409,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $385,533 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,803 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,388,538 |
| Value of total assets at end of year | 2022-12-31 | $8,944,589 |
| Value of total assets at beginning of year | 2022-12-31 | $9,472,196 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,714 |
| Total interest from all sources | 2022-12-31 | $2,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $404,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $404,792 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,019,154 |
| Participant contributions at end of year | 2022-12-31 | $103,241 |
| Participant contributions at beginning of year | 2022-12-31 | $62,565 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-527,607 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,944,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,472,196 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,493,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,902,830 |
| Interest on participant loans | 2022-12-31 | $2,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $48,298 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $35,402 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $35,402 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $299,608 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $296,449 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,914,051 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $369,384 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $174,950 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $385,533 |
| Contract administrator fees | 2022-12-31 | $21,714 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total liabilities as of the end of the plan year | 2022-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-14 | 208547 |
| Net assets as of the end of the plan year | 2022-07-14 | 9472196 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 7403868 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 765388 |
| Value of participant loans at end of plan year | 2022-07-14 | 62565 |
| Other expenses paid from plan in this plan year | 2022-07-14 | 0 |
| Other contributions to plan in this plan year | 2022-07-14 | 25064 |
| Other income to plan in this plan year | 2022-07-14 | 1048627 |
| Plan net income in this plan year | 2022-07-14 | 2068328 |
| Net assets as of the end of the plan year | 2022-07-14 | 9472196 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 7403868 |
| Employer contributions to plan in this plan year | 2022-07-14 | 437796 |
| Fees paid to broker by Benefit Provider | 2022-07-14 | 2696 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 18074 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-118,557 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $409,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $385,533 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,803 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,388,538 |
| Value of total assets at end of year | 2022-01-01 | $8,944,589 |
| Value of total assets at beginning of year | 2022-01-01 | $9,472,196 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $21,714 |
| Total interest from all sources | 2022-01-01 | $2,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $404,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $404,792 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,019,154 |
| Participant contributions at end of year | 2022-01-01 | $103,241 |
| Participant contributions at beginning of year | 2022-01-01 | $62,565 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-527,607 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,944,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $9,472,196 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $8,493,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,902,830 |
| Interest on participant loans | 2022-01-01 | $2,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $48,298 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $299,608 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $296,449 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,914,051 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $369,384 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $174,950 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $385,533 |
| Contract administrator fees | 2022-01-01 | $21,714 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
