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ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 401k Plan overview

Plan NameECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN
Plan identification number 001

ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC.
Employer identification number (EIN):591235617
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS 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
0012017-01-01FABIAN THURSTON FABIAN THURSTON2018-10-09
0012016-01-01FABIAN THURSTON FABIAN THURSTON2017-10-02
0012016-01-01 FABIAN THURSTON2017-07-31
0012015-01-01FABIAN THURSTON FABIAN THURSTON2017-09-15
0012015-01-01
0012014-01-01FABIAN THURSTON FABIAN THURSTON2015-10-13
0012013-01-01DEBORAH RICE LAMAR DEBORAH RICE LAMAR2014-09-04
0012012-01-01DEBORAH RICE LAMAR DEBORAH RICE LAMAR2013-10-15
0012011-01-01DEBORAH RICE LAMAR DEBORAH RICE LAMAR2012-10-16
0012010-01-01DEBORAH RICE LAMAR DEBORAH RICE LAMAR2012-10-16
0012009-01-01DEBORAH RICE LAMAR DEBORAH RICE LAMAR2010-10-15

Plan Statistics for ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN

401k plan membership statisitcs for ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN

Measure Date Value
2022: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01329
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01361
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01342
Number of participants with account balances2021-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01371
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01361
Number of participants with account balances2020-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01360
Total number of active participants reported on line 7a of the Form 55002019-01-01270
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01371
Number of participants with account balances2019-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01350
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01360
Number of participants with account balances2018-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01336
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01350
Number of participants with account balances2017-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01254
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01336
Number of participants with account balances2016-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01336
Number of participants with account balances2015-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01504
Total number of active participants reported on line 7a of the Form 55002014-01-01237
Number of retired or separated participants receiving benefits2014-01-0196
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01334
Number of participants with account balances2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01486
Total number of active participants reported on line 7a of the Form 55002013-01-01402
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01504
Number of participants with account balances2013-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01459
Total number of active participants reported on line 7a of the Form 55002012-01-01387
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01486
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-01365
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01459
Number of participants with account balances2011-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01449
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01100
Total of all active and inactive participants2010-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01449
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01445
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01101
Total of all active and inactive participants2009-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01449
Number of participants with account balances2009-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN

Measure Date Value
2022 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,623,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,873,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,829,266
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,216,254
Value of total assets at end of year2022-12-31$14,744,862
Value of total assets at beginning of year2022-12-31$18,241,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,951
Total interest from all sources2022-12-31$25,853
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$793,622
Participant contributions at end of year2022-12-31$470,784
Participant contributions at beginning of year2022-12-31$461,592
Participant contributions at end of year2022-12-31$21,691
Participant contributions at beginning of year2022-12-31$20,405
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,183
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$43,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,496,585
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,744,862
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,241,447
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$12,350,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,518,310
Interest on participant loans2022-12-31$21,605
Interest earned on other investments2022-12-31$4,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,887,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,227,483
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,865,475
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
Contributions received in cash from employer2022-12-31$388,449
Employer contributions (assets) at end of year2022-12-31$14,206
Employer contributions (assets) at beginning of year2022-12-31$13,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,829,266
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 name2022-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,487,060
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,131,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,061,642
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,294,136
Value of total assets at end of year2021-12-31$18,241,447
Value of total assets at beginning of year2021-12-31$15,885,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,889
Total interest from all sources2021-12-31$34,393
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$716,645
Participant contributions at end of year2021-12-31$461,592
Participant contributions at beginning of year2021-12-31$503,702
Participant contributions at end of year2021-12-31$20,405
Participant contributions at beginning of year2021-12-31$20,727
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$195,302
Administrative expenses (other) incurred2021-12-31$69,889
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$2,355,529
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,241,447
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,885,918
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$16,518,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,528,531
Interest on participant loans2021-12-31$23,116
Interest earned on other investments2021-12-31$11,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,227,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$820,137
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,158,531
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
Contributions received in cash from employer2021-12-31$382,189
Employer contributions (assets) at end of year2021-12-31$13,657
Employer contributions (assets) at beginning of year2021-12-31$12,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,061,642
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 name2021-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,397,695
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,314,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,272,236
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,590,165
Value of total assets at end of year2020-12-31$15,885,918
Value of total assets at beginning of year2020-12-31$13,802,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,401
Total interest from all sources2020-12-31$34,739
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$774,193
Participant contributions at end of year2020-12-31$503,702
Participant contributions at beginning of year2020-12-31$522,259
Participant contributions at end of year2020-12-31$20,727
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$392,158
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$42,401
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$2,083,058
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,885,918
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,802,860
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$14,528,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,572,513
Interest on participant loans2020-12-31$24,566
Interest earned on other investments2020-12-31$10,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$820,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$708,088
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,772,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$423,814
Employer contributions (assets) at end of year2020-12-31$12,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,272,236
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 name2020-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,750,809
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$877,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$868,437
Expenses. Certain deemed distributions of participant loans2019-12-31$5,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,481,058
Value of total assets at end of year2019-12-31$13,802,860
Value of total assets at beginning of year2019-12-31$10,929,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,734
Total interest from all sources2019-12-31$36,680
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$783,753
Participant contributions at end of year2019-12-31$522,259
Participant contributions at beginning of year2019-12-31$539,585
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$302,955
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,734
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$2,873,747
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,802,860
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,929,113
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$12,572,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,898,035
Interest on participant loans2019-12-31$25,628
Interest earned on other investments2019-12-31$11,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$708,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$491,493
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,233,071
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$394,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$868,437
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 name2019-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$631,275
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$839,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$816,753
Expenses. Certain deemed distributions of participant loans2018-12-31$19,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,231,167
Value of total assets at end of year2018-12-31$10,929,113
Value of total assets at beginning of year2018-12-31$11,136,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,874
Total interest from all sources2018-12-31$28,730
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,874
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$725,353
Participant contributions at end of year2018-12-31$539,585
Participant contributions at beginning of year2018-12-31$490,186
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$113,865
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-207,787
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,929,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,136,900
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$9,898,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,084,632
Interest on participant loans2018-12-31$22,974
Interest earned on other investments2018-12-31$5,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$491,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$562,082
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-628,622
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$391,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$816,753
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 name2018-12-31WITHUM, SMITH, AND BROWN, PC
Accountancy firm EIN2018-12-31222027092
2017 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,727,738
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,066,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,063,073
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,340,402
Value of total assets at end of year2017-12-31$11,136,900
Value of total assets at beginning of year2017-12-31$9,475,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,957
Total interest from all sources2017-12-31$27,985
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$1,000,000
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
Contributions received from participants2017-12-31$767,893
Participant contributions at end of year2017-12-31$490,186
Participant contributions at beginning of year2017-12-31$434,502
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$165,101
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,957
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$1,661,708
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,136,900
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,475,192
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$10,084,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,442,375
Interest on participant loans2017-12-31$22,323
Interest earned on other investments2017-12-31$5,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$562,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$598,315
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,359,351
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$407,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,063,073
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 name2017-12-31WITHUMSMITH&BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,826,834
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,571,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,561,409
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,101,577
Value of total assets at end of year2016-12-31$9,476,047
Value of total assets at beginning of year2016-12-31$9,220,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,868
Total interest from all sources2016-12-31$29,404
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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 bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Contributions received from participants2016-12-31$692,801
Participant contributions at end of year2016-12-31$434,502
Participant contributions at beginning of year2016-12-31$430,024
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,358
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$9,868
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$255,557
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,476,047
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,220,490
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$8,443,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,770,002
Interest on participant loans2016-12-31$22,107
Interest earned on other investments2016-12-31$7,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$598,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,020,464
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$695,853
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$352,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,561,409
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 name2016-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2016-12-31593214308
2015 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,227,581
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$847,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$838,048
Expenses. Certain deemed distributions of participant loans2015-12-31$7,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,165,849
Value of total assets at end of year2015-12-31$9,212,995
Value of total assets at beginning of year2015-12-31$8,832,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,583
Total interest from all sources2015-12-31$43,290
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Contributions received from participants2015-12-31$723,343
Participant contributions at end of year2015-12-31$422,529
Participant contributions at beginning of year2015-12-31$563,367
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$112,748
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,583
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$380,454
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,212,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,832,541
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$7,770,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,411,236
Interest on participant loans2015-12-31$34,464
Interest earned on other investments2015-12-31$8,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,020,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$857,938
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$18,442
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$329,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$838,048
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 name2015-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2015-12-31593214308
2014 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,466,061
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,452,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,443,121
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$766,900
Value of total assets at end of year2014-12-31$8,832,541
Value of total assets at beginning of year2014-12-31$8,818,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,023
Total interest from all sources2014-12-31$32,700
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$557,777
Participant contributions at end of year2014-12-31$563,367
Participant contributions at beginning of year2014-12-31$606,678
Participant contributions at beginning of year2014-12-31$12,900
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,917
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,832,541
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,818,624
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$7,411,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,352,936
Interest on participant loans2014-12-31$32,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,839,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,839,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$857,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$666,461
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$209,123
Employer contributions (assets) at beginning of year2014-12-31$6,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,443,121
Contract administrator fees2014-12-31$9,023
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 name2014-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2014-12-31593214308
2013 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,341,453
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$996,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$985,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$884,771
Value of total assets at end of year2013-12-31$8,818,624
Value of total assets at beginning of year2013-12-31$7,473,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,460
Total interest from all sources2013-12-31$35,615
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$102,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$102,514
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$516,744
Participant contributions at end of year2013-12-31$606,678
Participant contributions at beginning of year2013-12-31$404,131
Participant contributions at end of year2013-12-31$12,900
Participant contributions at beginning of year2013-12-31$13,370
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$159,850
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$1,344,830
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,818,624
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,473,794
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$6,352,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,352,266
Interest on participant loans2013-12-31$35,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,839,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,696,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,696,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,318,553
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$208,177
Employer contributions (assets) at end of year2013-12-31$6,536
Employer contributions (assets) at beginning of year2013-12-31$7,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$985,163
Contract administrator fees2013-12-31$11,460
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 name2013-12-31SHARPTON, BRUNSON & COMPANY, PA
Accountancy firm EIN2013-12-31592471070
2012 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,470,821
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$405,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$396,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$751,541
Value of total assets at end of year2012-12-31$7,473,794
Value of total assets at beginning of year2012-12-31$6,408,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,060
Total interest from all sources2012-12-31$28,074
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$104,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$104,210
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$532,979
Participant contributions at end of year2012-12-31$404,131
Participant contributions at beginning of year2012-12-31$349,508
Participant contributions at end of year2012-12-31$13,370
Participant contributions at beginning of year2012-12-31$13,372
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$1,065,214
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,473,794
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,408,580
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,352,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,431,087
Interest on participant loans2012-12-31$26,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,696,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,608,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,608,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$586,996
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$218,562
Employer contributions (assets) at end of year2012-12-31$7,043
Employer contributions (assets) at beginning of year2012-12-31$6,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$396,547
Contract administrator fees2012-12-31$9,060
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SHARPTON, BRUNSON AND COMPANY, PA
Accountancy firm EIN2012-12-31592471070
2011 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$761,977
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$481,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$470,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$719,945
Value of total assets at end of year2011-12-31$6,408,580
Value of total assets at beginning of year2011-12-31$6,127,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,495
Total interest from all sources2011-12-31$25,428
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,006
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,257,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$504,615
Participant contributions at end of year2011-12-31$349,508
Participant contributions at beginning of year2011-12-31$295,138
Participant contributions at end of year2011-12-31$13,372
Participant contributions at beginning of year2011-12-31$13,232
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$280,666
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,408,580
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,127,914
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,431,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,322,380
Interest on participant loans2011-12-31$25,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,608,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,490,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,490,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,402
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$215,330
Employer contributions (assets) at end of year2011-12-31$6,043
Employer contributions (assets) at beginning of year2011-12-31$6,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$470,816
Contract administrator fees2011-12-31$10,495
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 name2011-12-31SRARPTON BRUNSON AND COMPANY PA
Accountancy firm EIN2011-12-31592470107
2010 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,165,368
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$378,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$371,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$673,160
Value of total assets at end of year2010-12-31$6,127,914
Value of total assets at beginning of year2010-12-31$5,341,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,285
Total interest from all sources2010-12-31$26,280
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$90,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$90,637
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,257,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$458,492
Participant contributions at end of year2010-12-31$295,138
Participant contributions at beginning of year2010-12-31$321,197
Participant contributions at end of year2010-12-31$13,232
Participant contributions at beginning of year2010-12-31$26,712
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$786,875
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,127,914
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,341,039
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$4,322,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,616,247
Interest on participant loans2010-12-31$26,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,490,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,363,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,363,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$375,291
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$214,668
Employer contributions (assets) at end of year2010-12-31$6,737
Employer contributions (assets) at beginning of year2010-12-31$13,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$371,208
Contract administrator fees2010-12-31$7,285
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 name2010-12-31SRARPTON BRUNSON & COMPANY PA
Accountancy firm EIN2010-12-31592470107
2009 : ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN

2022: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ECONOMIC OPPTY. FAMILY HEALTH CTR, INC 401(K) THRIFT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059378
Policy instance 1
Insurance contract or identification number059378
Number of Individuals Covered0
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 $4,509
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4509
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059378C
Policy instance 1
Insurance contract or identification number059378C
Number of Individuals Covered342
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 $2,237
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2237
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 number059378C
Policy instance 1
Insurance contract or identification number059378C
Number of Individuals Covered361
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 $2,237
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2237
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 number059378C
Policy instance 1
Insurance contract or identification number059378C
Number of Individuals Covered371
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 $5,972
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5972
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 number059378C
Policy instance 1
Insurance contract or identification number059378C
Number of Individuals Covered360
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 $6,738
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6738
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 number059378C
Policy instance 1
Insurance contract or identification number059378C
Number of Individuals Covered350
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,760
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5760
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameWEST PALM BEACH REGIONAL OFFICE

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