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TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • 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.

401k Sponsoring company profile

INSTITUTE FOR CHILD AND FAMILY HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR CHILD AND FAMILY HEALTH, INC.
Employer identification number (EIN):590866060
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about INSTITUTE FOR CHILD AND FAMILY HEALTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1964-05-01
Company Identification Number: 707228
Legal Registered Office Address: 15490 NW 7TH AVE STE 200

MIAMI

33169

More information about INSTITUTE FOR CHILD AND FAMILY HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AINSWORTH GEDDES
0022016-01-01AINSWORTH GEDDES
0022015-01-01AINSWORTH GEDDES
0022014-01-01ALAN SILVERMAN
0022013-01-01DR. JUAN GONZALEZ
0022012-01-01DR. JUAN GONZALEZ
0022011-01-01DR. JUAN GONZALEZ
0022010-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS
0022009-01-01IRENE PHILLIPS

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC

Measure Date Value
2022: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01154
Total of all active and inactive participants2022-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01162
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01100
Total of all active and inactive participants2021-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01198
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01204
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01105
Total of all active and inactive participants2019-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01214
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2018 401k membership
Total participants, beginning-of-year2018-01-01254
Total number of active participants reported on line 7a of the Form 55002018-01-01141
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01224
Number of participants with account balances2018-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2017 401k membership
Total participants, beginning-of-year2017-01-01243
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01254
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0190
Number of participants with account balances2016-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01106
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2013 401k membership
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01116
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01108
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2010 401k membership
Total participants, beginning-of-year2010-01-01116
Total number of active participants reported on line 7a of the Form 55002010-01-0167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01109
Number of participants with account balances2010-01-01109
2009: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01116
Number of participants with account balances2009-01-01116

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-635,982
Total of all expenses incurred2022-12-31$277,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$277,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,196
Value of total assets at end of year2022-12-31$3,915,613
Value of total assets at beginning of year2022-12-31$4,829,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$782
Total interest from all sources2022-12-31$37,768
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$64,196
Participant contributions at beginning of year2022-12-31$37,112
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-35,000
Administrative expenses (other) incurred2022-12-31$782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-913,868
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,915,613
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,829,481
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$2,592,648
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,436,929
Interest earned on other investments2022-12-31$37,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,322,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,355,440
Net investment gain/loss from pooled separate accounts2022-12-31$-702,946
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$277,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VERDEJA, DE ARMAS, TRUJILLO & ALVAR
Accountancy firm EIN2022-12-31204989621
2021 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$656,984
Total of all expenses incurred2021-12-31$350,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$349,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$92,357
Value of total assets at end of year2021-12-31$4,829,481
Value of total assets at beginning of year2021-12-31$4,523,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,039
Total interest from all sources2021-12-31$39,473
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$92,357
Participant contributions at end of year2021-12-31$37,112
Participant contributions at beginning of year2021-12-31$53,263
Administrative expenses (other) incurred2021-12-31$1,039
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$306,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,829,481
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,523,198
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,436,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,960,089
Interest earned on other investments2021-12-31$39,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,355,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,509,846
Net investment gain/loss from pooled separate accounts2021-12-31$525,154
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$349,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2021-12-31204989621
2020 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$638,432
Total of all expenses incurred2020-12-31$293,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$292,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$67,451
Value of total assets at end of year2020-12-31$4,523,198
Value of total assets at beginning of year2020-12-31$4,178,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$931
Total interest from all sources2020-12-31$38,768
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 bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$67,451
Participant contributions at end of year2020-12-31$53,263
Participant contributions at beginning of year2020-12-31$16,208
Administrative expenses (other) incurred2020-12-31$931
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$344,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,523,198
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,178,491
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,960,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,720,350
Interest earned on other investments2020-12-31$38,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,509,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,441,933
Net investment gain/loss from pooled separate accounts2020-12-31$532,213
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$292,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2020-12-31204989621
2019 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$800,654
Total income from all sources (including contributions)2019-12-31$800,654
Total of all expenses incurred2019-12-31$287,863
Total of all expenses incurred2019-12-31$287,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$287,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$185,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$185,186
Value of total assets at end of year2019-12-31$4,178,491
Value of total assets at end of year2019-12-31$4,178,491
Value of total assets at beginning of year2019-12-31$3,665,700
Value of total assets at beginning of year2019-12-31$3,665,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$797
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$797
Total interest from all sources2019-12-31$39,540
Total interest from all sources2019-12-31$39,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$81,280
Contributions received from participants2019-12-31$81,280
Participant contributions at end of year2019-12-31$16,208
Participant contributions at end of year2019-12-31$16,208
Participant contributions at beginning of year2019-12-31$9,849
Participant contributions at beginning of year2019-12-31$9,849
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,906
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,906
Administrative expenses (other) incurred2019-12-31$797
Administrative expenses (other) incurred2019-12-31$797
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
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$512,791
Value of net income/loss2019-12-31$512,791
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,178,491
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,178,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,665,700
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,665,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,720,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,720,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,245,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,245,191
Interest earned on other investments2019-12-31$39,540
Interest earned on other investments2019-12-31$39,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,441,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,441,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,410,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,410,660
Net investment gain/loss from pooled separate accounts2019-12-31$575,928
Net investment gain/loss from pooled separate accounts2019-12-31$575,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$287,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm name2019-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2019-12-31204989621
Accountancy firm EIN2019-12-31204989621
2018 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-54,523
Total of all expenses incurred2018-12-31$480,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$479,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$95,882
Value of total assets at end of year2018-12-31$3,665,700
Value of total assets at beginning of year2018-12-31$4,200,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$577
Total interest from all sources2018-12-31$37,749
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 bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$94,958
Participant contributions at end of year2018-12-31$9,849
Participant contributions at beginning of year2018-12-31$15,054
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$924
Other income not declared elsewhere2018-12-31$736
Administrative expenses (other) incurred2018-12-31$577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-534,928
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,665,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,200,628
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$2,245,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,764,772
Interest earned on other investments2018-12-31$37,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,410,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,420,802
Net investment gain/loss from pooled separate accounts2018-12-31$-188,890
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$479,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2018-12-31204989621
2017 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$621,930
Total of all expenses incurred2017-12-31$831,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$826,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$116,730
Value of total assets at end of year2017-12-31$4,200,628
Value of total assets at beginning of year2017-12-31$4,410,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,765
Total interest from all sources2017-12-31$45,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$15,054
Participant contributions at beginning of year2017-12-31$19,117
Other income not declared elsewhere2017-12-31$12,239
Administrative expenses (other) incurred2017-12-31$5,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-209,980
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,200,628
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,410,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,764,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,426,555
Interest earned on other investments2017-12-31$45,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,420,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,964,936
Net investment gain/loss from pooled separate accounts2017-12-31$447,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$826,145
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2017-12-31204989621
2016 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$800,944
Total of all expenses incurred2016-12-31$791,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$791,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$612,067
Value of total assets at end of year2016-12-31$3,448,574
Value of total assets at beginning of year2016-12-31$3,439,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$13,670
Participant contributions at beginning of year2016-12-31$21,528
Other income not declared elsewhere2016-12-31$47,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,086
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,448,574
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,439,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,646,263
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,790,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,788,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,627,469
Net investment gain/loss from pooled separate accounts2016-12-31$141,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$612,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$791,858
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VERDEJA, DE ARMAS & TRUJILLO, LLP
Accountancy firm EIN2016-12-31204989621
2015 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,588,400
Total of all expenses incurred2015-12-31$446,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$446,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,558,957
Value of total assets at end of year2015-12-31$3,439,488
Value of total assets at beginning of year2015-12-31$2,298,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$21,528
Participant contributions at beginning of year2015-12-31$20,840
Other income not declared elsewhere2015-12-31$31,668
Administrative expenses (other) incurred2015-12-31$687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,141,423
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,439,488
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,298,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,790,491
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,295,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,627,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$981,461
Net investment gain/loss from pooled separate accounts2015-12-31$-2,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,558,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$446,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2015-12-31204989621
2014 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$480,502
Total of all expenses incurred2014-12-31$81,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$80,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$366,059
Value of total assets at end of year2014-12-31$2,298,065
Value of total assets at beginning of year2014-12-31$1,899,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$20,840
Participant contributions at beginning of year2014-12-31$19,215
Other income not declared elsewhere2014-12-31$27,418
Administrative expenses (other) incurred2014-12-31$1,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$398,839
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,298,065
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,899,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,295,764
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,123,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$981,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$756,925
Net investment gain/loss from pooled separate accounts2014-12-31$87,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$366,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$80,037
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2014-12-31204989621
2013 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$630,600
Total of all expenses incurred2013-12-31$28,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$399,406
Value of total assets at end of year2013-12-31$1,899,226
Value of total assets at beginning of year2013-12-31$1,296,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$73
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$19,215
Participant contributions at beginning of year2013-12-31$19,288
Other income not declared elsewhere2013-12-31$16,508
Administrative expenses (other) incurred2013-12-31$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$602,473
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,899,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,296,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,123,086
Value of interest in pooled separate accounts at beginning of year2013-12-31$801,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$756,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$476,339
Net investment gain/loss from pooled separate accounts2013-12-31$214,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$399,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,054
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2013-12-31204989621
2012 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$318,648
Total of all expenses incurred2012-12-31$602,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$593,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$204,314
Value of total assets at end of year2012-12-31$1,296,753
Value of total assets at beginning of year2012-12-31$1,580,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$19,288
Participant contributions at beginning of year2012-12-31$28,703
Other income not declared elsewhere2012-12-31$29,294
Administrative expenses (other) incurred2012-12-31$9,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-283,898
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,296,753
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,580,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$801,126
Value of interest in pooled separate accounts at beginning of year2012-12-31$630,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$476,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$921,280
Net investment gain/loss from pooled separate accounts2012-12-31$85,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$204,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$593,131
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2012-12-31204989621
2011 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$184,005
Total of all expenses incurred2011-12-31$100,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$99,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$172,691
Value of total assets at end of year2011-12-31$1,580,651
Value of total assets at beginning of year2011-12-31$1,497,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$28,703
Participant contributions at beginning of year2011-12-31$29,742
Other income not declared elsewhere2011-12-31$28,150
Administrative expenses (other) incurred2011-12-31$1,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$83,342
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,580,651
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,497,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$630,668
Value of interest in pooled separate accounts at beginning of year2011-12-31$602,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$921,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$864,650
Net investment gain/loss from pooled separate accounts2011-12-31$-16,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$172,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$99,624
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2011-12-31204989621
2010 : TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$535,489
Total of all expenses incurred2010-12-31$121,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$437,152
Value of total assets at end of year2010-12-31$1,497,309
Value of total assets at beginning of year2010-12-31$1,083,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$29,742
Participant contributions at beginning of year2010-12-31$23,665
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,077
Other income not declared elsewhere2010-12-31$16,760
Administrative expenses (other) incurred2010-12-31$29,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$413,957
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,497,309
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,083,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$602,917
Value of interest in pooled separate accounts at beginning of year2010-12-31$565,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$864,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$494,472
Net investment gain/loss from pooled separate accounts2010-12-31$81,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$431,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,790
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VERDEJA & DE ARMAS, LLP
Accountancy firm EIN2010-12-31204989621

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC

2022: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 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: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 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: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 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: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF THE INSTITUTE FOR CHILD AND FAMILY HEALTH INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered98
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $197
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees197
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered198
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $280
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees280
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $280
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees280
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered214
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 $447
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees447
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered224
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $569
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees569
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007302-G
Policy instance 1
Insurance contract or identification number007302-G
Number of Individuals Covered254
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $5,373
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5373
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE

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