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STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 401k Plan overview

Plan NameSTERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN
Plan identification number 001

STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

STERLING AREA HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:STERLING AREA HEALTH CENTER
Employer identification number (EIN):382205859
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about STERLING AREA HEALTH CENTER

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 701530

More information about STERLING AREA HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN

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
0012017-01-01HEATHER HARRINGTON, FIN. DIRECTOR HEATHER HARRINGTON, FIN. DIRECTOR2018-10-15
0012017-01-01
0012016-01-01HEATHER HARRINGTON, CONTROLLER HEATHER HARRINGTON, CONTROLLER2017-10-16
0012015-01-01HEATHER HARRINGTON, CONTROLLER HEATHER HARRINGTON, CONTROLLER2016-10-15
0012014-01-01HEATHER HARRINGTON, CONTROLLER HEATHER HARRINGTON, CONTROLLER2015-09-30
0012012-01-01ROGER J RUSHLOW, CEO ROGER J RUSHLOW, CEO2013-09-25
0012011-01-01ROGER J RUSHLOW, CEO ROGER J RUSHLOW, CEO2012-10-14
0012009-01-01ROGER J RUSHLOW, EXECUTIVE DIRECTOR ROGER J RUSHLOW, EXECUTIVE DIRECTOR2010-10-13

Plan Statistics for STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN

401k plan membership statisitcs for STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN

Measure Date Value
2022: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-0178
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01226
Number of participants with account balances2022-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-0169
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01121
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01121
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0197
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01110
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0192
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0197
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Total of all active and inactive participants2012-01-0186
Total participants2012-01-0186
2011: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0192
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Total of all active and inactive participants2011-01-0187
Total participants2011-01-0187
2009: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Total of all active and inactive participants2009-01-0182
Total participants2009-01-0182

Financial Data on STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN

Measure Date Value
2022 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-511,234
Total of all expenses incurred2022-12-31$146,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$117,086
Expenses. Certain deemed distributions of participant loans2022-12-31$2,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$345,404
Value of total assets at end of year2022-12-31$6,001,168
Value of total assets at beginning of year2022-12-31$6,658,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,421
Total interest from all sources2022-12-31$40,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$261,068
Participant contributions at end of year2022-12-31$9,689
Participant contributions at beginning of year2022-12-31$14,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-657,527
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,001,168
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,658,695
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
Value of interest in pooled separate accounts at end of year2022-12-31$4,525,558
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,292,269
Interest on participant loans2022-12-31$559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$40,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,465,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,351,883
Net investment gain/loss from pooled separate accounts2022-12-31$-897,470
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$84,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$117,086
Contract administrator fees2022-12-31$26,421
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 name2022-12-31YEO & YEO PC
Accountancy firm EIN2022-12-31382706146
2021 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,048,443
Total of all expenses incurred2021-12-31$580,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$547,785
Expenses. Certain deemed distributions of participant loans2021-12-31$717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$403,127
Value of total assets at end of year2021-12-31$6,658,695
Value of total assets at beginning of year2021-12-31$6,190,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,957
Total interest from all sources2021-12-31$39,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$234,086
Participant contributions at end of year2021-12-31$14,543
Participant contributions at beginning of year2021-12-31$19,223
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$80,095
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$467,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,658,695
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,190,711
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
Value of interest in pooled separate accounts at end of year2021-12-31$5,292,269
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,921,354
Interest on participant loans2021-12-31$869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,351,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,250,134
Net investment gain/loss from pooled separate accounts2021-12-31$605,781
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$88,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$547,785
Contract administrator fees2021-12-31$31,957
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 name2021-12-31YEO & YEO PC
Accountancy firm EIN2021-12-31382706146
2020 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$994,112
Total of all expenses incurred2020-12-31$586,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$559,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$376,664
Value of total assets at end of year2020-12-31$6,190,711
Value of total assets at beginning of year2020-12-31$5,782,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,206
Total interest from all sources2020-12-31$39,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
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$169,580
Participant contributions at end of year2020-12-31$19,223
Participant contributions at beginning of year2020-12-31$16,808
Participant contributions at beginning of year2020-12-31$6,964
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$133,644
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$407,721
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,190,711
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,782,990
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
Value of interest in pooled separate accounts at end of year2020-12-31$4,921,354
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,558,167
Interest on participant loans2020-12-31$1,002
Interest earned on other investments2020-12-31$38,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,250,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,198,038
Net investment gain/loss from pooled separate accounts2020-12-31$578,287
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$73,440
Employer contributions (assets) at beginning of year2020-12-31$3,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$559,185
Contract administrator fees2020-12-31$27,206
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31YEO & YEO PC
Accountancy firm EIN2020-12-31382706146
2019 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,137,870
Total of all expenses incurred2019-12-31$398,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$368,024
Expenses. Certain deemed distributions of participant loans2019-12-31$1,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$303,373
Value of total assets at end of year2019-12-31$5,782,990
Value of total assets at beginning of year2019-12-31$5,043,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,685
Total interest from all sources2019-12-31$39,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
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$201,892
Participant contributions at end of year2019-12-31$16,808
Participant contributions at beginning of year2019-12-31$23,100
Participant contributions at end of year2019-12-31$6,964
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,168
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$739,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,782,990
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,043,161
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
Value of interest in pooled separate accounts at end of year2019-12-31$4,558,167
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,887,578
Interest on participant loans2019-12-31$1,164
Interest earned on other investments2019-12-31$38,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,198,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,132,483
Net investment gain/loss from pooled separate accounts2019-12-31$794,895
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$57,313
Employer contributions (assets) at end of year2019-12-31$3,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$368,024
Contract administrator fees2019-12-31$28,685
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 name2019-12-31YEO & YEO PC
Accountancy firm EIN2019-12-31382706146
2018 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$38,070
Total of all expenses incurred2018-12-31$152,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$123,038
Expenses. Certain deemed distributions of participant loans2018-12-31$3,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$234,041
Value of total assets at end of year2018-12-31$5,043,161
Value of total assets at beginning of year2018-12-31$5,158,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,781
Total interest from all sources2018-12-31$35,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
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$200,132
Participant contributions at end of year2018-12-31$23,100
Participant contributions at beginning of year2018-12-31$16,568
Participant contributions at beginning of year2018-12-31$8,039
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-114,839
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,043,161
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,158,000
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
Value of interest in pooled separate accounts at end of year2018-12-31$3,887,578
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,043,685
Interest on participant loans2018-12-31$747
Interest earned on other investments2018-12-31$34,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,132,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,089,708
Net investment gain/loss from pooled separate accounts2018-12-31$-231,664
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$123,038
Contract administrator fees2018-12-31$26,781
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 name2018-12-31YEO & YEO PC
Accountancy firm EIN2018-12-31382706146
2017 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2017 401k financial data
Total income from all sources2017-12-31$919,788
Expenses. Total of all expenses incurred2017-12-31$123,134
Benefits paid (including direct rollovers)2017-12-31$58,018
Total plan assets at end of year2017-12-31$4,469,948
Total plan assets at beginning of year2017-12-31$3,673,294
Total contributions received or receivable from participants2017-12-31$213,772
Expenses. Other expenses not covered elsewhere2017-12-31$39,280
Contributions received from other sources (not participants or employers)2017-12-31$54,701
Other income received2017-12-31$547,604
Noncash contributions received2017-12-31$28,727
Net income (gross income less expenses)2017-12-31$796,654
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,469,948
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,673,294
Assets. Value of participant loans2017-12-31$16,568
Total contributions received or receivable from employer(s)2017-12-31$74,984
Value of certain deemed distributions of participant loans2017-12-31$25,836
2016 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2016 401k financial data
Total income from all sources2016-12-31$0
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$0
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
2015 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2015 401k financial data
Total income from all sources2015-12-31$0
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
2014 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2014 401k financial data
Total income from all sources2014-12-31$0
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$0
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
2012 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2012 401k financial data
Total income from all sources2012-12-31$0
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$0
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
2011 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2011 401k financial data
Total income from all sources2011-12-31$0
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
2010 : STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2010 401k financial data
Total plan assets at end of year2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0

Form 5500 Responses for STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN

2022: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2012: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: STERLING AREA HEALTH CENTER EMPLOYER SPONSORED TSA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664061
Policy instance 2
Insurance contract or identification number664061
Number of Individuals Covered129
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,170
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,820
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered32
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664061
Policy instance 2
Insurance contract or identification number664061
Number of Individuals Covered113
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,611
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,384
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered40
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered48
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered110
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered87
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number86192-01
Policy instance 1
Insurance contract or identification number86192-01
Number of Individuals Covered92
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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