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SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameSOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN
Plan identification number 001

SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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)(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

SOUTH END COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTH END COMMUNITY HEALTH CENTER
Employer identification number (EIN):042456134
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01ELIZABETH CASEY2021-01-26
0012018-07-01ELIZABETH CASEY2020-04-02
0012017-07-01ELIZABETH CASEY2019-03-05
0012016-07-01
0012015-07-01ELIZABETH CASEY
0012014-07-01ELIZABETH CASEY
0012013-07-01KEVIN CHERRY
0012012-07-01KEVIN CHERRY
0012011-07-01JOHN FILIP
0012010-07-01ELIZABETH CASEY
0012009-07-01ROSETTE MARTINEZ
0012009-07-01ROSETTE MARTINEZ

Plan Statistics for SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN

401k plan membership statisitcs for SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN

Measure Date Value
2019: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01321
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01320
Total number of active participants reported on line 7a of the Form 55002018-07-01160
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01161
Total of all active and inactive participants2018-07-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01321
Number of participants with account balances2018-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01333
Total number of active participants reported on line 7a of the Form 55002017-07-01164
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01156
Total of all active and inactive participants2017-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01320
Number of participants with account balances2017-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01465
Total number of active participants reported on line 7a of the Form 55002016-07-01203
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01130
Total of all active and inactive participants2016-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01333
Number of participants with account balances2016-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01417
Total number of active participants reported on line 7a of the Form 55002015-07-01380
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0185
Total of all active and inactive participants2015-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01465
Number of participants with account balances2015-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01361
Total number of active participants reported on line 7a of the Form 55002014-07-01344
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0170
Total of all active and inactive participants2014-07-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01414
Number of participants with account balances2014-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01315
Total number of active participants reported on line 7a of the Form 55002013-07-01308
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0152
Total of all active and inactive participants2013-07-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01360
Number of participants with account balances2013-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01284
Total number of active participants reported on line 7a of the Form 55002012-07-01256
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0151
Total of all active and inactive participants2012-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01307
Number of participants with account balances2012-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-018
2011: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01253
Total number of active participants reported on line 7a of the Form 55002011-07-01248
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0144
Total of all active and inactive participants2011-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01292
Number of participants with account balances2011-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01233
Total number of active participants reported on line 7a of the Form 55002010-07-01208
Number of retired or separated participants receiving benefits2010-07-0111
Number of other retired or separated participants entitled to future benefits2010-07-0133
Total of all active and inactive participants2010-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01252
Number of participants with account balances2010-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01188
Total number of active participants reported on line 7a of the Form 55002009-07-01188
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0134
Total of all active and inactive participants2009-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01222
Number of participants with account balances2009-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN

Measure Date Value
2020 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$8,054,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$937,693
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,074,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,028,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$449,186
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$8,191,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$46,024
Total interest from all sources2020-06-30$26,705
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$272,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$272,244
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$360,933
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$80,148
Other income not declared elsewhere2020-06-30$21,667
Administrative expenses (other) incurred2020-06-30$46,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-137,014
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,191,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,545,572
Interest on participant loans2020-06-30$3,753
Interest earned on other investments2020-06-30$22,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,565,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$167,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$88,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,028,683
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30AAFCPAS, INC
Accountancy firm EIN2020-06-30042571780
2019 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,059,496
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,351,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,311,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$582,244
Value of total assets at end of year2019-06-30$8,191,466
Value of total assets at beginning of year2019-06-30$8,483,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$40,234
Total interest from all sources2019-06-30$25,617
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$387,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$387,618
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$431,304
Participant contributions at end of year2019-06-30$80,148
Participant contributions at beginning of year2019-06-30$120,454
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$21,306
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$29,142
Other income not declared elsewhere2019-06-30$20,000
Administrative expenses (other) incurred2019-06-30$40,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-292,302
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,191,466
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,483,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,545,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,012,210
Interest on participant loans2019-06-30$5,367
Interest earned on other investments2019-06-30$20,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,565,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,324,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$44,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$121,798
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$5,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,311,564
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30AAFCPAS, INC
Accountancy firm EIN2019-06-30042571780
2018 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,441,935
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,123,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,083,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$716,016
Value of total assets at end of year2018-06-30$8,483,768
Value of total assets at beginning of year2018-06-30$8,165,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$39,778
Total interest from all sources2018-06-30$23,786
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$277,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$277,852
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$547,756
Participant contributions at end of year2018-06-30$120,454
Participant contributions at beginning of year2018-06-30$147,800
Participant contributions at end of year2018-06-30$21,306
Participant contributions at beginning of year2018-06-30$19,992
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$14,402
Other income not declared elsewhere2018-06-30$20,000
Administrative expenses (other) incurred2018-06-30$39,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$318,321
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,483,768
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,165,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,012,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,632,825
Interest on participant loans2018-06-30$5,511
Interest earned on other investments2018-06-30$18,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,324,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,359,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$404,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$153,858
Employer contributions (assets) at end of year2018-06-30$5,629
Employer contributions (assets) at beginning of year2018-06-30$5,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,083,836
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2018-06-30042571780
2017 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,667,382
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$764,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$730,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$685,472
Value of total assets at end of year2017-06-30$8,165,447
Value of total assets at beginning of year2017-06-30$7,262,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$33,678
Total interest from all sources2017-06-30$21,937
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$147,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$147,948
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$529,011
Participant contributions at end of year2017-06-30$147,800
Participant contributions at beginning of year2017-06-30$190,002
Participant contributions at end of year2017-06-30$19,992
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$38,894
Other income not declared elsewhere2017-06-30$8,333
Administrative expenses (other) incurred2017-06-30$33,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$902,851
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,165,447
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,262,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,632,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,745,017
Interest on participant loans2017-06-30$7,892
Interest earned on other investments2017-06-30$14,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,359,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,327,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$803,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$117,567
Employer contributions (assets) at end of year2017-06-30$5,007
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$730,853
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2017-06-30042571780
2016 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$692,444
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$367,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$327,734
Value of total corrective distributions2016-06-30$4,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$608,944
Value of total assets at end of year2016-06-30$7,262,596
Value of total assets at beginning of year2016-06-30$6,937,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$34,930
Total interest from all sources2016-06-30$3,531
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$233,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$233,958
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$501,645
Participant contributions at end of year2016-06-30$190,002
Participant contributions at beginning of year2016-06-30$194,185
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,714
Other income not declared elsewhere2016-06-30$23,145
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$325,166
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,262,596
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,937,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,745,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,312,136
Interest on participant loans2016-06-30$3,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,327,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,431,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-177,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$103,585
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$327,734
Contract administrator fees2016-06-30$14,930
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2016-06-30042571780
2015 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$824,722
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$927,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$890,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$513,663
Value of total assets at end of year2015-06-30$6,937,430
Value of total assets at beginning of year2015-06-30$7,039,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$36,890
Total interest from all sources2015-06-30$4,038
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$390,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$390,811
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$410,833
Participant contributions at end of year2015-06-30$194,185
Participant contributions at beginning of year2015-06-30$231,648
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-102,502
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,937,430
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,039,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,312,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,903,474
Interest on participant loans2015-06-30$4,038
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,431,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,904,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-83,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$102,830
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$890,334
Contract administrator fees2015-06-30$16,890
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2015-06-30042571780
2014 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,194,958
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$130,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$90,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$396,355
Value of total assets at end of year2014-06-30$7,039,932
Value of total assets at beginning of year2014-06-30$5,975,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$40,106
Total interest from all sources2014-06-30$8,812
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$238,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$238,940
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$396,355
Participant contributions at end of year2014-06-30$231,648
Participant contributions at beginning of year2014-06-30$240,960
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$36,140
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$1,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,064,172
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,039,932
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,975,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,903,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,885,859
Interest on participant loans2014-06-30$8,812
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,904,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,847,390
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$3,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$514,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$87,271
Contract administrator fees2014-06-30$20,106
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2014-06-30042571780
2013 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,158,702
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$338,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$325,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$553,133
Value of total assets at end of year2013-06-30$5,975,760
Value of total assets at beginning of year2013-06-30$5,155,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,896
Total interest from all sources2013-06-30$9,360
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$129,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$129,925
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$443,706
Participant contributions at end of year2013-06-30$240,960
Participant contributions at beginning of year2013-06-30$203,790
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$8,478
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$12,287
Other income not declared elsewhere2013-06-30$41,230
Total non interest bearing cash at end of year2013-06-30$1,551
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$820,378
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,975,760
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,155,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,885,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,679,152
Interest on participant loans2013-06-30$9,360
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,847,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,263,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$425,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$97,140
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$325,428
Contract administrator fees2013-06-30$7,896
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2013-06-30042571780
2012 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$736,391
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$610,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$605,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$640,119
Value of total assets at end of year2012-06-30$5,155,382
Value of total assets at beginning of year2012-06-30$5,029,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,725
Total interest from all sources2012-06-30$7,873
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$62,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$62,417
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$423,612
Participant contributions at end of year2012-06-30$203,790
Participant contributions at beginning of year2012-06-30$131,274
Participant contributions at end of year2012-06-30$8,478
Participant contributions at beginning of year2012-06-30$14,494
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$104,024
Other income not declared elsewhere2012-06-30$63,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$125,425
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,155,382
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,029,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,679,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,245,877
Interest on participant loans2012-06-30$7,873
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$2,638,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,263,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-37,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$112,483
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$605,241
Contract administrator fees2012-06-30$5,725
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2012-06-30042571780
2011 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$824,742
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$336,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$334,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$364,603
Value of total assets at end of year2011-06-30$5,029,957
Value of total assets at beginning of year2011-06-30$4,541,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,319
Total interest from all sources2011-06-30$8,136
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$115,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$115,635
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$364,603
Participant contributions at end of year2011-06-30$131,274
Participant contributions at beginning of year2011-06-30$186,792
Participant contributions at end of year2011-06-30$14,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$488,200
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,029,957
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,541,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,245,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,618,044
Interest on participant loans2011-06-30$8,136
Value of interest in common/collective trusts at end of year2011-06-30$2,638,312
Value of interest in common/collective trusts at beginning of year2011-06-30$2,736,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$273,222
Net investment gain or loss from common/collective trusts2011-06-30$63,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$334,223
Contract administrator fees2011-06-30$2,319
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ALEXANDER, ARONSON & FINNING, PC
Accountancy firm EIN2011-06-30042571780
2010 : SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN

2019: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SOUTH END COMMUNITY HEALTH CENTER RETIREMENT & SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500969-01
Policy instance 1
Insurance contract or identification number500969-01
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500969-01
Policy instance 1
Insurance contract or identification number500969-01
Number of Individuals Covered264
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500969-01
Policy instance 1
Insurance contract or identification number500969-01
Number of Individuals Covered253
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-41809
Policy instance 1
Insurance contract or identification numberGA-41809
Number of Individuals Covered57
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-41809
Policy instance 1
Insurance contract or identification numberGA-41809
Number of Individuals Covered59
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-41809
Policy instance 1
Insurance contract or identification numberGA-41809
Number of Individuals Covered64
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-41809
Policy instance 1
Insurance contract or identification numberGA-41809
Number of Individuals Covered68
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-41809
Policy instance 1
Insurance contract or identification numberGA-41809
Number of Individuals Covered75
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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