VALLEY COMMUNITY HEALTHCARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VALLEY COMMUNITY CLINIC 401(K) PLAN
Measure | Date | Value |
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2022 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-622,577 |
Total of all expenses incurred | 2022-12-31 | $1,111,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,041,640 |
Value of total corrective distributions | 2022-12-31 | $34,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,111,054 |
Value of total assets at end of year | 2022-12-31 | $7,976,054 |
Value of total assets at beginning of year | 2022-12-31 | $9,709,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,872 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
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 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $712,786 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $21,180 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,733,704 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,976,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,709,758 |
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 |
Investment advisory and management fees | 2022-12-31 | $34,872 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,533,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $9,608,062 |
Interest on participant loans | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $442,815 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $101,696 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,733,631 |
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 | $377,088 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,041,640 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WINDES, INC. |
Accountancy firm EIN | 2022-12-31 | 953001179 |
2021 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,242,729 |
Total of all expenses incurred | 2021-12-31 | $917,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $833,685 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $34,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $967,322 |
Value of total assets at end of year | 2021-12-31 | $9,709,758 |
Value of total assets at beginning of year | 2021-12-31 | $8,384,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,417 |
Total interest from all sources | 2021-12-31 | $0 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $699,996 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $14,596 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 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 | $1,325,012 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,709,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,384,746 |
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 |
Investment advisory and management fees | 2021-12-31 | $49,417 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $9,608,062 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,283,708 |
Interest on participant loans | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $101,696 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $101,038 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,275,407 |
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 | $252,730 |
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 | $833,685 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WINDES, INC. |
Accountancy firm EIN | 2021-12-31 | 953001179 |
2020 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,194,429 |
Total of all expenses incurred | 2020-12-31 | $170,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $64,588 |
Value of total corrective distributions | 2020-12-31 | $63,600 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $924,524 |
Value of total assets at end of year | 2020-12-31 | $8,384,746 |
Value of total assets at beginning of year | 2020-12-31 | $6,361,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $42,765 |
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 | $500,000 |
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 | $684,056 |
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 | $2,023,476 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,384,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,361,270 |
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 |
Investment advisory and management fees | 2020-12-31 | $42,765 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $8,283,708 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,312,572 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $101,038 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $48,698 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,269,905 |
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 | No |
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 | $240,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $64,588 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | WINDES, INC. |
Accountancy firm EIN | 2020-12-31 | 953001179 |
2019 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,137,235 |
Total of all expenses incurred | 2019-12-31 | $237,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $174,340 |
Value of total corrective distributions | 2019-12-31 | $25,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $973,354 |
Value of total assets at end of year | 2019-12-31 | $6,361,270 |
Value of total assets at beginning of year | 2019-12-31 | $4,461,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,293 |
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 | $616,127 |
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 | $643,428 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $60,118 |
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 | $1,899,469 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,361,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,461,801 |
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 pooled separate accounts at end of year | 2019-12-31 | $6,312,572 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,427,823 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $48,698 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $33,978 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,163,881 |
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 | No |
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 | $269,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $174,340 |
Contract administrator fees | 2019-12-31 | $38,293 |
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 | WINDES, INC. |
Accountancy firm EIN | 2019-12-31 | 953001179 |
2018 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $450,176 |
Total of all expenses incurred | 2018-12-31 | $274,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $262,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $690,948 |
Value of total assets at end of year | 2018-12-31 | $4,461,801 |
Value of total assets at beginning of year | 2018-12-31 | $4,285,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $11,434 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $429,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $486,723 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $175,902 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,461,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,285,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,285,899 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $4,427,823 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $33,978 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-240,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $204,225 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $262,840 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WINDES, INC. |
Accountancy firm EIN | 2018-12-31 | 953001179 |
2017 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,170,101 |
Total of all expenses incurred | 2017-12-31 | $12,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,835 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $520,046 |
Value of total assets at end of year | 2017-12-31 | $4,285,899 |
Value of total assets at beginning of year | 2017-12-31 | $3,128,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $735 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $735 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $319,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $383,582 |
Participant contributions at end of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $923 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,157,531 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,285,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,128,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,285,899 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,066,979 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $650,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $135,541 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $61,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,835 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WINDES, INC. |
Accountancy firm EIN | 2017-12-31 | 953001179 |
2016 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2016 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,275 |
Total income from all sources (including contributions) | 2016-12-31 | $668,251 |
Total of all expenses incurred | 2016-12-31 | $68,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $66,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $446,936 |
Value of total assets at end of year | 2016-12-31 | $3,128,368 |
Value of total assets at beginning of year | 2016-12-31 | $2,530,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,580 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $360,132 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $25,415 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $599,892 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,128,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,528,476 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,066,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,419,445 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $221,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $61,389 |
Employer contributions (assets) at end of year | 2016-12-31 | $61,389 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $111,306 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $66,779 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WINDES, INC. |
Accountancy firm EIN | 2016-12-31 | 953001179 |
2015 : VALLEY COMMUNITY CLINIC 401(K) PLAN 2015 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,275 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $402,708 |
Total of all expenses incurred | 2015-12-31 | $67,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $65,502 |
Value of total corrective distributions | 2015-12-31 | $2,275 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $417,785 |
Value of total assets at end of year | 2015-12-31 | $2,530,751 |
Value of total assets at beginning of year | 2015-12-31 | $2,193,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $7 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $299,691 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,788 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,275 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $334,924 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,528,476 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,193,552 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,419,445 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,193,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-15,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $111,306 |
Employer contributions (assets) at end of year | 2015-12-31 | $111,306 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $65,502 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WINDES, INC. |
Accountancy firm EIN | 2015-12-31 | 953001179 |