POMONA COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POMONA COMMUNITY HEALTH CENTER 403(B) PLAN
| Measure | Date | Value |
|---|
| 2022 : POMONA COMMUNITY HEALTH CENTER 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 | $-11,095 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $109,186 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $107,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $509,484 |
| Value of total assets at end of year | 2022-12-31 | $2,689,465 |
| Value of total assets at beginning of year | 2022-12-31 | $2,809,746 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,102 |
| Total interest from all sources | 2022-12-31 | $3,039 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $66,029 |
| 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 | $66,029 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $300,000 |
| 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 | $380,147 |
| Participant contributions at end of year | 2022-12-31 | $62,282 |
| Participant contributions at beginning of year | 2022-12-31 | $35,516 |
| 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 | $-120,281 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,689,465 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,809,746 |
| 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 | $2,565,319 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,757,223 |
| Interest on participant loans | 2022-12-31 | $3,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $61,864 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $17,007 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-589,647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $129,337 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $107,084 |
| Contract administrator fees | 2022-12-31 | $2,102 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 2021 : POMONA COMMUNITY HEALTH CENTER 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 | $737,670 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $23,492 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $21,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $461,877 |
| Value of total assets at end of year | 2021-12-31 | $2,809,746 |
| Value of total assets at beginning of year | 2021-12-31 | $2,095,568 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,050 |
| Total interest from all sources | 2021-12-31 | $2,338 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $300,000 |
| 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 | $326,738 |
| Participant contributions at end of year | 2021-12-31 | $35,516 |
| Participant contributions at beginning of year | 2021-12-31 | $33,679 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $714,178 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,809,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,095,568 |
| 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 | $2,757,223 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,029,860 |
| Interest on participant loans | 2021-12-31 | $1,985 |
| Interest earned on other investments | 2021-12-31 | $353 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $17,007 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $32,029 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $273,455 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $135,139 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $21,442 |
| Contract administrator fees | 2021-12-31 | $2,050 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : POMONA COMMUNITY HEALTH CENTER 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $676,265 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $38,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $37,345 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $400,437 |
| Value of total assets at end of year | 2020-12-31 | $2,095,568 |
| Value of total assets at beginning of year | 2020-12-31 | $1,457,565 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $917 |
| Total interest from all sources | 2020-12-31 | $2,313 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $145,757 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $253,343 |
| Participant contributions at end of year | 2020-12-31 | $33,679 |
| Participant contributions at beginning of year | 2020-12-31 | $20,024 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $46,448 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $638,003 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,095,568 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,457,565 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,029,860 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,417,592 |
| Interest on participant loans | 2020-12-31 | $1,911 |
| Interest earned on other investments | 2020-12-31 | $402 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $32,029 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $19,949 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $273,515 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $100,646 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $37,345 |
| Contract administrator fees | 2020-12-31 | $917 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : POMONA COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $610,794 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $13,091 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $12,379 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $390,572 |
| Value of total assets at end of year | 2019-12-31 | $1,457,565 |
| Value of total assets at beginning of year | 2019-12-31 | $859,862 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $712 |
| Total interest from all sources | 2019-12-31 | $1,401 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $270,072 |
| Participant contributions at end of year | 2019-12-31 | $20,024 |
| Participant contributions at beginning of year | 2019-12-31 | $16,107 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,361 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $597,703 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,457,565 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $859,862 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,417,592 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $839,057 |
| Interest on participant loans | 2019-12-31 | $1,186 |
| Interest earned on other investments | 2019-12-31 | $215 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,949 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,698 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $218,821 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $117,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $12,379 |
| Contract administrator fees | 2019-12-31 | $712 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
