| Plan Name | COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COMMUNITY HEALTH ALLIANCE OF PASADENA |
| Employer identification number (EIN): | 954536824 |
| NAIC Classification: | 621112 |
| NAIC Description: | Offices of Physicians, Mental Health Specialists |
Additional information about COMMUNITY HEALTH ALLIANCE OF PASADENA
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1995-03-22 |
| Company Identification Number: | C1760695 |
| Legal Registered Office Address: |
455 W. Montana Street Pasadena United States of America (USA) 91103 |
More information about COMMUNITY HEALTH ALLIANCE OF PASADENA
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | DEYNER ZAPATA | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | DEYNER ZAPATA | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MARGARET MARTINEZ | |||
| 001 | 2020-01-01 | MARGARET MARTINEZ | 2021-10-13 | MARGARET MARTINEZ | 2021-10-13 |
| 001 | 2019-01-01 | MARGARET MARTINEZ | 2020-10-02 | MARGARET MARTINEZ | 2020-10-02 |
| 001 | 2018-01-01 | MARGARET MARTINEZ | 2019-07-29 | MARGARET MARTINEZ | 2019-07-29 |
| 001 | 2017-01-01 | MARGARET MARTINEZ | 2018-06-12 | MARGARET MARTINEZ | 2018-06-12 |
| 001 | 2016-01-01 | MARGARET MARTINEZ | 2017-09-29 | MARGARET MARTINEZ | 2017-09-29 |
| 001 | 2015-01-01 | MARGARET MARTINEZ | 2016-08-05 | MARGARET MARTINEZ | 2016-08-05 |
| 001 | 2014-01-01 | MARGARET MARTINEZ | 2015-04-17 | MARGARET MARTINEZ | 2015-04-17 |
| 001 | 2013-01-01 | MARGARET MARTINEZ | 2014-03-17 | MARGARET MARTINEZ | 2014-03-17 |
| 001 | 2012-01-01 | ARPI KURDOGHLIAN | ARPI KURDOGHLIAN | 2013-03-05 | |
| 001 | 2011-01-01 | ARPI KURDOGHLIAN | |||
| 001 | 2009-01-01 | MARGARET MARTINEZ |
| Measure | Date | Value |
|---|---|---|
| 2023 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $968,928 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $4,608,227 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $4,591,546 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $3,639,299 |
| Total contributions received or receivable from participants | 2023-12-31 | $360,703 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $227,635 |
| Other income received | 2023-12-31 | $380,590 |
| Net income (gross income less expenses) | 2023-12-31 | $-3,639,299 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,639,299 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $16,681 |
| 2022 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-186,630 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $396,787 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $395,127 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $452,542 |
| Value of total assets at end of year | 2022-12-31 | $3,639,299 |
| Value of total assets at beginning of year | 2022-12-31 | $4,222,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,660 |
| Total interest from all sources | 2022-12-31 | $780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $104,401 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $104,401 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,660 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $419,076 |
| Participant contributions at end of year | 2022-12-31 | $6,291 |
| Participant contributions at beginning of year | 2022-12-31 | $37,352 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $33,466 |
| Other income not declared elsewhere | 2022-12-31 | $23 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-583,417 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,639,299 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,222,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,477,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,038,340 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,155,815 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,147,024 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,147,024 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-744,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $395,127 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WINDES, INC |
| Accountancy firm EIN | 2022-12-31 | 953001179 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-186,630 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $396,787 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $395,127 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $452,542 |
| Value of total assets at end of year | 2022-01-01 | $3,639,299 |
| Value of total assets at beginning of year | 2022-01-01 | $4,222,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,660 |
| Total interest from all sources | 2022-01-01 | $780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $104,401 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $104,401 |
| Administrative expenses professional fees incurred | 2022-01-01 | $1,660 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $419,076 |
| Participant contributions at end of year | 2022-01-01 | $6,291 |
| Participant contributions at beginning of year | 2022-01-01 | $37,352 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $33,466 |
| Other income not declared elsewhere | 2022-01-01 | $23 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-583,417 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,639,299 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,222,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,477,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,038,340 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $1,155,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-744,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $395,127 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WINDES, INC |
| Accountancy firm EIN | 2022-01-01 | 953001179 |
| 2021 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $838,915 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $35,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $33,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $353,937 |
| Value of total assets at end of year | 2021-12-31 | $4,222,716 |
| Value of total assets at beginning of year | 2021-12-31 | $3,418,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,231 |
| Total interest from all sources | 2021-12-31 | $549 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $183,373 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $183,373 |
| Administrative expenses professional fees incurred | 2021-12-31 | $1,231 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $353,937 |
| Participant contributions at end of year | 2021-12-31 | $37,352 |
| Participant contributions at beginning of year | 2021-12-31 | $32,463 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $803,792 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,222,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,418,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,038,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,375,296 |
| Interest on participant loans | 2021-12-31 | $549 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $301,056 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,147,024 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,011,165 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $33,892 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WINDES, INC. |
| Accountancy firm EIN | 2021-12-31 | 953001179 |
| 2012 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $204,145 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $29,890 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $28,800 |
| Total plan assets at end of year | 2012-12-31 | $601,805 |
| Total plan assets at beginning of year | 2012-12-31 | $427,550 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $127,275 |
| Other income received | 2012-12-31 | $76,870 |
| Net income (gross income less expenses) | 2012-12-31 | $174,255 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $601,805 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $427,550 |
| Assets. Value of participant loans | 2012-12-31 | $1,280 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,090 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $94,755 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $128,531 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $108,380 |
| Total plan assets at end of year | 2011-12-31 | $427,550 |
| Total plan assets at beginning of year | 2011-12-31 | $461,326 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $72,759 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $20,151 |
| Other income received | 2011-12-31 | $1,357 |
| Net income (gross income less expenses) | 2011-12-31 | $-33,776 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $427,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $461,326 |
| Assets. Value of participant loans | 2011-12-31 | $2,495 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $20,639 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $175,018 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,659 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,759 |
| Total plan assets at end of year | 2010-12-31 | $461,326 |
| Total plan assets at beginning of year | 2010-12-31 | $301,967 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,104 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $900 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,068 |
| Other income received | 2010-12-31 | $45,466 |
| Net income (gross income less expenses) | 2010-12-31 | $159,359 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $461,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $301,967 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $38,380 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COMMUNITY HEALTH ALLIANCE OF PASADENA 403(B) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |