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ST. JOHN'S WELL CHILD 403B PLAN 401k Plan overview

Plan NameST. JOHN'S WELL CHILD 403B PLAN
Plan identification number 002

ST. JOHN'S WELL CHILD 403B 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ST. JOHN'S WELL CHILD & FAMILY CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. JOHN'S WELL CHILD & FAMILY CENTER
Employer identification number (EIN):954067758
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOHN'S WELL CHILD 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ELIZABETH MEISLER2023-09-19
0022021-01-01ELIZABETH MEISLER2022-10-03
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ELIZABETH MEISLER ELIZABETH MEISLER2018-10-15
0022016-01-01ELIZABETH MEISLER ELIZABETH MEISLER2017-10-15
0022015-01-01ELIZABETH MEISLER ELIZABETH MEISLER2016-10-17
0022014-01-01ELIZABETH MEISLER ELIZABETH MEISLER2015-10-15
0022013-01-01ELIZABETH MEISLER ELIZABETH MEISLER2017-05-09
0022012-01-01ELIZABETH MEISLER ELIZABETH MEISLER2017-05-09
0022012-01-01 ELIZABETH MEISLER2017-05-02
0022011-01-01ELIZABETH MEISLER ELIZABETH MEISLER2017-05-09
0022011-01-01 ELIZABETH MEISLER2017-05-02
0022010-07-01ELIZABETH MEISLER ELIZABETH MEISLER2017-05-09
0022010-07-01 ELIZABETH MEISLER2017-05-02

Plan Statistics for ST. JOHN'S WELL CHILD 403B PLAN

401k plan membership statisitcs for ST. JOHN'S WELL CHILD 403B PLAN

Measure Date Value
2022: ST. JOHN'S WELL CHILD 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01970
Total number of active participants reported on line 7a of the Form 55002022-01-01873
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01981
Number of participants with account balances2022-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: ST. JOHN'S WELL CHILD 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01749
Total number of active participants reported on line 7a of the Form 55002021-01-01888
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01970
Number of participants with account balances2021-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: ST. JOHN'S WELL CHILD 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01651
Total number of active participants reported on line 7a of the Form 55002020-01-01691
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01749
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01163
2019: ST. JOHN'S WELL CHILD 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01586
Total number of active participants reported on line 7a of the Form 55002019-01-01567
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01606
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ST. JOHN'S WELL CHILD 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01591
Total number of active participants reported on line 7a of the Form 55002018-01-01571
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01607
Total participants2018-01-01607
Number of participants with account balances2018-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ST. JOHN'S WELL CHILD 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01496
Total number of active participants reported on line 7a of the Form 55002017-01-01514
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01548
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST. JOHN'S WELL CHILD 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01446
Total number of active participants reported on line 7a of the Form 55002016-01-01460
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01487
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. JOHN'S WELL CHILD 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01315
Total number of active participants reported on line 7a of the Form 55002015-01-01396
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01418
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. JOHN'S WELL CHILD 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01263
Total number of active participants reported on line 7a of the Form 55002014-01-01293
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01315
Number of participants with account balances2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. JOHN'S WELL CHILD 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0181
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. JOHN'S WELL CHILD 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-0162
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0176
Number of participants with account balances2012-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. JOHN'S WELL CHILD 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01188
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0163
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. JOHN'S WELL CHILD 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01155
Total number of active participants reported on line 7a of the Form 55002010-07-0121
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0122
Number of participants with account balances2010-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011

Financial Data on ST. JOHN'S WELL CHILD 403B PLAN

Measure Date Value
2022 : ST. JOHN'S WELL CHILD 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$94,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$87,208
Total income from all sources (including contributions)2022-12-31$1,093,952
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,154,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$972,242
Expenses. Certain deemed distributions of participant loans2022-12-31$25,741
Value of total corrective distributions2022-12-31$86,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,241,437
Value of total assets at end of year2022-12-31$8,361,070
Value of total assets at beginning of year2022-12-31$8,414,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,701
Total interest from all sources2022-12-31$1,521
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$390,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$390,929
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,604,820
Participant contributions at end of year2022-12-31$146,261
Participant contributions at beginning of year2022-12-31$60,786
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$61,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$94,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$87,208
Other income not declared elsewhere2022-12-31$-12,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,510
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,266,315
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,326,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$69,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,149,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,447,472
Interest on participant loans2022-12-31$852
Interest earned on other investments2022-12-31$669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$490,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$404,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,527,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$574,642
Employer contributions (assets) at end of year2022-12-31$574,642
Employer contributions (assets) at beginning of year2022-12-31$501,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$972,242
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KIECKHAFER SCHIFFER LLP
Accountancy firm EIN2022-12-31815052000
2021 : ST. JOHN'S WELL CHILD 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$87,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$111,333
Total income from all sources (including contributions)2021-12-31$3,014,191
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$390,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$250,434
Value of total corrective distributions2021-12-31$87,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,945,278
Value of total assets at end of year2021-12-31$8,414,033
Value of total assets at beginning of year2021-12-31$5,814,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,056
Total interest from all sources2021-12-31$723
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$524,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$524,904
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,396,938
Participant contributions at end of year2021-12-31$60,786
Participant contributions at beginning of year2021-12-31$35,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$46,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$87,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$111,333
Other income not declared elsewhere2021-12-31$102,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,623,493
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,326,825
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,703,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$53,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,447,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,065,075
Interest on participant loans2021-12-31$387
Interest earned on other investments2021-12-31$336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$404,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$382,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$441,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$501,706
Employer contributions (assets) at end of year2021-12-31$501,706
Employer contributions (assets) at beginning of year2021-12-31$332,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$250,434
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KIECKHAFER SCHIFFER LLP
Accountancy firm EIN2021-12-31815052000
2020 : ST. JOHN'S WELL CHILD 403B PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$111,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,749,012
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,054,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$917,111
Expenses. Certain deemed distributions of participant loans2020-12-31$1,998
Value of total corrective distributions2020-12-31$111,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,330,516
Value of total assets at end of year2020-12-31$5,814,665
Value of total assets at beginning of year2020-12-31$5,009,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,415
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$9,521
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$146,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$146,093
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$945,481
Participant contributions at end of year2020-12-31$35,008
Participant contributions at beginning of year2020-12-31$48,641
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$111,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-8,639
Administrative expenses (other) incurred2020-12-31$1,570
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$694,155
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,703,332
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,009,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$22,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,065,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,673,949
Interest on participant loans2020-12-31$2,299
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$7,222
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$99,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$99,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$382,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$271,521
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$332,734
Employer contributions (assets) at end of year2020-12-31$332,309
Employer contributions (assets) at beginning of year2020-12-31$186,740
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$917,111
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KIECKHAFER SCHIFFER LLP
Accountancy firm EIN2020-12-31815052000
2019 : ST. JOHN'S WELL CHILD 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,763,241
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$338,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$335,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$995,582
Value of total assets at end of year2019-12-31$5,009,177
Value of total assets at beginning of year2019-12-31$3,584,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,985
Total interest from all sources2019-12-31$3,140
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,139
Administrative expenses professional fees incurred2019-12-31$2,985
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$772,817
Participant contributions at end of year2019-12-31$48,641
Participant contributions at beginning of year2019-12-31$44,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,581
Other income not declared elsewhere2019-12-31$826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,424,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,009,177
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,584,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,673,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,350,748
Interest on participant loans2019-12-31$3,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$99,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$59,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$59,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$579,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$187,184
Employer contributions (assets) at end of year2019-12-31$186,740
Employer contributions (assets) at beginning of year2019-12-31$130,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$335,953
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIECKHAFERSCHIFFER LLP
Accountancy firm EIN2019-12-31815052000
2018 : ST. JOHN'S WELL CHILD 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$526,586
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$284,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$280,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$725,474
Value of total assets at end of year2018-12-31$3,584,874
Value of total assets at beginning of year2018-12-31$3,342,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,138
Total interest from all sources2018-12-31$2,665
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,068
Administrative expenses professional fees incurred2018-12-31$4,138
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$576,136
Participant contributions at end of year2018-12-31$44,052
Participant contributions at beginning of year2018-12-31$53,438
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,525
Other income not declared elsewhere2018-12-31$-534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$242,279
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,584,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,342,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,350,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,089,354
Income. Interest from loans (other than to participants)2018-12-31$2,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$59,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$35,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$35,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-370,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$130,813
Employer contributions (assets) at end of year2018-12-31$130,813
Employer contributions (assets) at beginning of year2018-12-31$164,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$280,169
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KIEHKHAFER SCHIFFER LLP
Accountancy firm EIN2018-12-31815052000
2017 : ST. JOHN'S WELL CHILD 403B PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,111,074
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$122,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$680,078
Value of total assets at end of year2017-12-31$3,342,595
Value of total assets at beginning of year2017-12-31$2,354,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,205
Total interest from all sources2017-12-31$2,485
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,052
Administrative expenses professional fees incurred2017-12-31$5,205
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$515,442
Participant contributions at end of year2017-12-31$53,438
Participant contributions at beginning of year2017-12-31$32,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$988,426
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,342,595
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,354,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,089,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,201,718
Interest on participant loans2017-12-31$2,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$35,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$119,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$119,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$335,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$164,636
Employer contributions (assets) at end of year2017-12-31$164,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,443
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KIECKHAFER, SCHIFFER & CO. LLP
Accountancy firm EIN2017-12-31815052000
2016 : ST. JOHN'S WELL CHILD 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$530,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$63,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$399,920
Value of total assets at end of year2016-12-31$2,354,169
Value of total assets at beginning of year2016-12-31$1,890,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,895
Total interest from all sources2016-12-31$1,294
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,294
Administrative expenses professional fees incurred2016-12-31$2,895
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$373,828
Participant contributions at end of year2016-12-31$32,929
Participant contributions at beginning of year2016-12-31$10,034
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$463,843
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,354,169
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,890,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,201,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,764,918
Interest on participant loans2016-12-31$1,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$119,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$115,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$115,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$68,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$63,377
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KIECKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2016-12-31330688321
2015 : ST. JOHN'S WELL CHILD 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$394,866
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$113,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$405,895
Value of total assets at end of year2015-12-31$1,890,326
Value of total assets at beginning of year2015-12-31$1,609,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,950
Total interest from all sources2015-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$78,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$78,506
Administrative expenses professional fees incurred2015-12-31$1,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$233,556
Participant contributions at end of year2015-12-31$10,034
Participant contributions at beginning of year2015-12-31$13,022
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,339
Other income not declared elsewhere2015-12-31$-90,182
Administrative expenses (other) incurred2015-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$280,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,890,326
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,609,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,764,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,596,320
Interest on participant loans2015-12-31$647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$115,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,932
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KIECHHAFER, SCHIFFER & CO. LLP
Accountancy firm EIN2015-12-31330688321
2014 : ST. JOHN'S WELL CHILD 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$257,123
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$173,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,368
Expenses. Certain deemed distributions of participant loans2014-12-31$21,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$171,322
Value of total assets at end of year2014-12-31$1,609,342
Value of total assets at beginning of year2014-12-31$1,526,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,445
Total interest from all sources2014-12-31$2,695
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$52,297
Administrative expenses professional fees incurred2014-12-31$1,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,966
Participant contributions at end of year2014-12-31$13,022
Participant contributions at beginning of year2014-12-31$35,289
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,356
Other income not declared elsewhere2014-12-31$1,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$83,150
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,609,342
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,526,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,596,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,490,903
Interest on participant loans2014-12-31$2,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$29,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,368
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KIECHKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2014-12-31330688321
2013 : ST. JOHN'S WELL CHILD 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,619
Total income from all sources (including contributions)2013-12-31$403,182
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$88,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$157,678
Value of total assets at end of year2013-12-31$1,526,191
Value of total assets at beginning of year2013-12-31$1,211,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,600
Total interest from all sources2013-12-31$5,566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$157,678
Participant contributions at end of year2013-12-31$35,289
Participant contributions at beginning of year2013-12-31$51,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$26,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$26,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$314,303
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,499,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,185,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,474,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,107,579
Interest on participant loans2013-12-31$5,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$52,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$52,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$211,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$87,279
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KIECKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2013-12-31330688321
2012 : ST. JOHN'S WELL CHILD 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,619
Total income from all sources (including contributions)2012-12-31$262,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$62,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$138,453
Value of total assets at end of year2012-12-31$1,211,888
Value of total assets at beginning of year2012-12-31$1,011,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,690
Total interest from all sources2012-12-31$2,539
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$23,216
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$23,216
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$138,453
Participant contributions at end of year2012-12-31$51,673
Participant contributions at beginning of year2012-12-31$50,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$26,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$26,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$200,056
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,185,269
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$985,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,107,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$856,271
Interest on participant loans2012-12-31$2,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$52,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$105,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$105,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$60,630
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KIECKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2012-12-31330688321
2011 : ST. JOHN'S WELL CHILD 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$853,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$117,620
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$49,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$47,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$150,837
Value of total assets at end of year2011-12-31$1,011,832
Value of total assets at beginning of year2011-12-31$63,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,363
Total interest from all sources2011-12-31$1,943
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$15,210
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,498
Participant contributions at end of year2011-12-31$50,229
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$26,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$68,395
Value of net assets at end of year (total assets less liabilities)2011-12-31$985,213
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$856,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,097
Interest on participant loans2011-12-31$1,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$105,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$47,862
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Accountancy firm name2011-12-31KIECKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2011-12-31330688321
2010 : ST. JOHN'S WELL CHILD 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$24,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$38,676
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,050
Value of total assets at end of year2010-12-31$63,223
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$223
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$38,050
Other income not declared elsewhere2010-12-31$403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$38,676
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,223
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KIECKHAFER SCHIFFER & CO. LLP
Accountancy firm EIN2010-12-31330688321

Form 5500 Responses for ST. JOHN'S WELL CHILD 403B PLAN

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

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number508175-01
Policy instance 1
Insurance contract or identification number508175-01
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number508175-01
Policy instance 1
Insurance contract or identification number508175-01
Number of Individuals Covered30
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number508175-01
Policy instance 1
Insurance contract or identification number508175-01
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117261
Policy instance 1
Insurance contract or identification numberLP1117261
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $162
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $162
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117261
Policy instance 1
Insurance contract or identification numberLP1117261
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $163
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117261
Policy instance 1
Insurance contract or identification numberLP1117261
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $161
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $161
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL SERVICES CORP
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117261
Policy instance 1
Insurance contract or identification numberLP1117261
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1117261
Policy instance 1
Insurance contract or identification numberLP1117261
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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