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BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:BERKS COMMUNITY HEALTH CENTER
Employer identification number (EIN):273795179
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about BERKS COMMUNITY HEALTH CENTER

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 3988517

More information about BERKS COMMUNITY HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NEREIDA VILLANUEVA2018-08-23
0012016-01-01MARY KARGBO2017-07-27
0012015-01-01TERRI BOLAR2016-12-27
0012015-01-01TERRI BOLAR2016-12-27
0012014-01-01TERRI BOLAR2015-07-20
0012013-01-01MARY KARGBO2014-07-21
0012012-01-01BERKS COMMUNITY HEALTH CENTER2013-10-14

Plan Statistics for BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01162
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01152
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01184
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01159
Number of participants with account balances2019-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,753
Total income from all sources (including contributions)2022-12-31$-214,503
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$157,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$134,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$147,285
Value of total assets at end of year2022-12-31$1,864,689
Value of total assets at beginning of year2022-12-31$2,236,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,039
Total interest from all sources2022-12-31$4,136
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$35,945
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$100,215
Participant contributions at end of year2022-12-31$70,396
Participant contributions at beginning of year2022-12-31$54,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$284
Liabilities. Value of operating payables at end of year2022-12-31$2,240
Liabilities. Value of operating payables at beginning of year2022-12-31$2,727
Total non interest bearing cash at end of year2022-12-31$2,266
Total non interest bearing cash at beginning of year2022-12-31$373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-372,429
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,860,893
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,233,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,694,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,120,379
Interest on participant loans2022-12-31$4,136
Value of interest in common/collective trusts at end of year2022-12-31$96,994
Value of interest in common/collective trusts at beginning of year2022-12-31$60,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-403,943
Net investment gain or loss from common/collective trusts2022-12-31$2,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$134,887
Contract administrator fees2022-12-31$13,162
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,556
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$26
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,507
Total income from all sources (including contributions)2021-12-31$392,113
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$193,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$165,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$135,394
Value of total assets at end of year2021-12-31$2,236,075
Value of total assets at beginning of year2021-12-31$2,037,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,929
Total interest from all sources2021-12-31$2,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,901
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$91,667
Participant contributions at end of year2021-12-31$54,243
Participant contributions at beginning of year2021-12-31$29,317
Participant contributions at beginning of year2021-12-31$872
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$384
Liabilities. Value of operating payables at end of year2021-12-31$2,727
Liabilities. Value of operating payables at beginning of year2021-12-31$2,507
Total non interest bearing cash at end of year2021-12-31$373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$198,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,233,322
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,035,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,120,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,912,503
Interest on participant loans2021-12-31$2,456
Value of interest in common/collective trusts at end of year2021-12-31$60,796
Value of interest in common/collective trusts at beginning of year2021-12-31$92,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$213,972
Net investment gain or loss from common/collective trusts2021-12-31$1,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$39,681
Employer contributions (assets) at beginning of year2021-12-31$1,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$165,917
Contract administrator fees2021-12-31$16,293
Liabilities. Value of benefit claims payable at end of year2021-12-31$26
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$32,789
Total income from all sources (including contributions)2020-12-31$888,115
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$276,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$252,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$617,481
Value of total assets at end of year2020-12-31$2,037,562
Value of total assets at beginning of year2020-12-31$1,456,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,876
Total interest from all sources2020-12-31$1,590
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$31,323
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$445,057
Participant contributions at end of year2020-12-31$29,317
Participant contributions at beginning of year2020-12-31$29,301
Participant contributions at end of year2020-12-31$872
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$437
Liabilities. Value of operating payables at end of year2020-12-31$2,507
Liabilities. Value of operating payables at beginning of year2020-12-31$9,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$611,546
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,035,055
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,423,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,912,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,301,521
Interest on participant loans2020-12-31$1,590
Value of interest in common/collective trusts at end of year2020-12-31$92,994
Value of interest in common/collective trusts at beginning of year2020-12-31$102,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$235,356
Net investment gain or loss from common/collective trusts2020-12-31$2,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$159,222
Employer contributions (assets) at end of year2020-12-31$1,492
Employer contributions (assets) at beginning of year2020-12-31$22,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$252,693
Contract administrator fees2020-12-31$14,658
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$22,973
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,188
Total income from all sources (including contributions)2019-12-31$719,088
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$87,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,209
Value of total corrective distributions2019-12-31$22,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,770
Value of total assets at end of year2019-12-31$1,456,298
Value of total assets at beginning of year2019-12-31$812,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,829
Total interest from all sources2019-12-31$855
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$26,765
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$335,149
Participant contributions at end of year2019-12-31$29,301
Participant contributions at beginning of year2019-12-31$8,474
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$437
Liabilities. Value of operating payables at end of year2019-12-31$9,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$632,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,423,509
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$791,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,301,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$248,324
Value of interest in pooled separate accounts at beginning of year2019-12-31$534,634
Interest on participant loans2019-12-31$855
Value of interest in common/collective trusts at end of year2019-12-31$102,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$139,208
Net investment gain or loss from common/collective trusts2019-12-31$2,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,553
Employer contributions (assets) at end of year2019-12-31$22,206
Employer contributions (assets) at beginning of year2019-12-31$21,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,209
Contract administrator fees2019-12-31$8,169
Liabilities. Value of benefit claims payable at end of year2019-12-31$22,973
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$21,188
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$232,687
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$133,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,461
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$20,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$297,456
Value of total assets at end of year2018-12-31$812,620
Value of total assets at beginning of year2018-12-31$692,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,310
Total interest from all sources2018-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$258,446
Participant contributions at end of year2018-12-31$8,474
Participant contributions at beginning of year2018-12-31$3,202
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$98,749
Value of net assets at end of year (total assets less liabilities)2018-12-31$791,432
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$692,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$248,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$100,571
Value of interest in pooled separate accounts at end of year2018-12-31$534,634
Value of interest in pooled separate accounts at beginning of year2018-12-31$588,910
Interest on participant loans2018-12-31$258
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-65,027
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$39,010
Employer contributions (assets) at end of year2018-12-31$21,188
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,461
Contract administrator fees2018-12-31$1,310
Liabilities. Value of benefit claims payable at end of year2018-12-31$21,188
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY US, LLP
Accountancy firm EIN2018-12-31390859910

Form 5500 Responses for BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST

2022: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERKS COMMUNITY HEALTH CENTER 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number246259
Policy instance 1
Insurance contract or identification number246259
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number246259
Policy instance 1
Insurance contract or identification number246259
Number of Individuals Covered68
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,520
Amount paid for insurance broker fees0
Insurance broker organization code?4

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