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SU CLINICA FAMILIAR, INC. PENSION PLAN 401k Plan overview

Plan NameSU CLINICA FAMILIAR, INC. PENSION PLAN
Plan identification number 001

SU CLINICA FAMILIAR, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SU CLINICA FAMILIAR, INC. has sponsored the creation of one or more 401k plans.

Company Name:SU CLINICA FAMILIAR, INC.
Employer identification number (EIN):742357970
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SU CLINICA FAMILIAR, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ADAM SALDIVAR2023-10-08
0012021-01-01ADAM SALDIVAR2022-10-12
0012020-01-01ADAM SALDIVAR2021-10-13
0012019-01-01ADAM SALDIVAR2020-10-13
0012018-01-01ADAM SALDIVAR2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01ADAM SALDIVAR
0012014-01-01ADAM SALDIVAR
0012013-01-01ADAM SALDIVAR
0012012-05-01ADAM SALDIVAR
0012011-05-01ADAM SALDIVAR
0012010-05-01ADAM SALDIVAR
0012009-05-01ADAM SALDIVAR
0012009-05-01ADAM SALDIVAR
0012008-05-01ADAM SALDIVAR

Plan Statistics for SU CLINICA FAMILIAR, INC. PENSION PLAN

401k plan membership statisitcs for SU CLINICA FAMILIAR, INC. PENSION PLAN

Measure Date Value
2022: SU CLINICA FAMILIAR, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01840
Total number of active participants reported on line 7a of the Form 55002022-01-01330
Number of retired or separated participants receiving benefits2022-01-01131
Number of other retired or separated participants entitled to future benefits2022-01-01389
Total of all active and inactive participants2022-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01851
Number of participants with account balances2022-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SU CLINICA FAMILIAR, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01819
Total number of active participants reported on line 7a of the Form 55002021-01-01319
Number of retired or separated participants receiving benefits2021-01-01520
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01840
Number of participants with account balances2021-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SU CLINICA FAMILIAR, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01783
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01492
Total of all active and inactive participants2020-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01816
Number of participants with account balances2020-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SU CLINICA FAMILIAR, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01734
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01448
Total of all active and inactive participants2019-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01770
Number of participants with account balances2019-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SU CLINICA FAMILIAR, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01723
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01415
Total of all active and inactive participants2018-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01732
Number of participants with account balances2018-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SU CLINICA FAMILIAR, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01708
Total number of active participants reported on line 7a of the Form 55002017-01-01332
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01385
Total of all active and inactive participants2017-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01717
Number of participants with account balances2017-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SU CLINICA FAMILIAR, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01690
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01370
Total of all active and inactive participants2016-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01702
Number of participants with account balances2016-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: SU CLINICA FAMILIAR, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01749
Total number of active participants reported on line 7a of the Form 55002015-01-01329
Number of other retired or separated participants entitled to future benefits2015-01-01357
Total of all active and inactive participants2015-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01686
Number of participants with account balances2015-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: SU CLINICA FAMILIAR, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01707
Total number of active participants reported on line 7a of the Form 55002014-01-01355
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01388
Total of all active and inactive participants2014-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01743
Number of participants with account balances2014-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SU CLINICA FAMILIAR, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01781
Total number of active participants reported on line 7a of the Form 55002013-01-01354
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01353
Total of all active and inactive participants2013-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01707
Number of participants with account balances2013-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SU CLINICA FAMILIAR, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01781
Total number of active participants reported on line 7a of the Form 55002012-05-01377
Number of other retired or separated participants entitled to future benefits2012-05-01404
Total of all active and inactive participants2012-05-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01781
Number of participants with account balances2012-05-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-018
2011: SU CLINICA FAMILIAR, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01739
Total number of active participants reported on line 7a of the Form 55002011-05-01404
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-01376
Total of all active and inactive participants2011-05-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-011
Total participants2011-05-01781
Number of participants with account balances2011-05-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-0111
2010: SU CLINICA FAMILIAR, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01729
Total number of active participants reported on line 7a of the Form 55002010-05-01394
Number of retired or separated participants receiving benefits2010-05-01344
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-011
Total participants2010-05-01739
Number of participants with account balances2010-05-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0123
2009: SU CLINICA FAMILIAR, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01657
Total number of active participants reported on line 7a of the Form 55002009-05-01390
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-01338
Total of all active and inactive participants2009-05-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-011
Total participants2009-05-01729
Number of participants with account balances2009-05-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0115
2008: SU CLINICA FAMILIAR, INC. PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-05-01616
Total number of active participants reported on line 7a of the Form 55002008-05-01320
Number of retired or separated participants receiving benefits2008-05-010
Number of other retired or separated participants entitled to future benefits2008-05-01337
Total of all active and inactive participants2008-05-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-05-010
Total participants2008-05-01657
Number of participants with account balances2008-05-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-05-0122

Financial Data on SU CLINICA FAMILIAR, INC. PENSION PLAN

Measure Date Value
2022 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,698,555
Total unrealized appreciation/depreciation of assets2022-12-31$-2,698,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$648,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,947
Total income from all sources (including contributions)2022-12-31$-2,972,060
Total loss/gain on sale of assets2022-12-31$-1,964,771
Total of all expenses incurred2022-12-31$1,224,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,194,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,286,185
Value of total assets at end of year2022-12-31$23,275,778
Value of total assets at beginning of year2022-12-31$26,876,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,661
Total interest from all sources2022-12-31$225,373
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$179,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$714,149
Participant contributions at end of year2022-12-31$409,111
Participant contributions at beginning of year2022-12-31$459,159
Participant contributions at end of year2022-12-31$11
Participant contributions at beginning of year2022-12-31$20,463
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$60,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$166,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$648,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$52,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,196,314
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,627,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,823,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,661
Interest on participant loans2022-12-31$22,036
Income. Interest from US Government securities2022-12-31$11,328
Income. Interest from corporate debt instruments2022-12-31$160,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,419,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$450,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$450,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,969
Asset value of US Government securities at end of year2022-12-31$893,323
Asset value of US Government securities at beginning of year2022-12-31$811,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$572,036
Employer contributions (assets) at end of year2022-12-31$3,116
Income. Dividends from common stock2022-12-31$179,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,194,593
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,385,478
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,574,341
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,105,017
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$18,394,434
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
Aggregate proceeds on sale of assets2022-12-31$9,780,684
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,745,455
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,545,935
Total unrealized appreciation/depreciation of assets2021-12-31$2,545,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$350
Total income from all sources (including contributions)2021-12-31$4,356,326
Total loss/gain on sale of assets2021-12-31$245,371
Total of all expenses incurred2021-12-31$3,433,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,399,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,160,494
Value of total assets at end of year2021-12-31$26,876,639
Value of total assets at beginning of year2021-12-31$25,901,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,805
Total interest from all sources2021-12-31$225,417
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$179,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$634,818
Participant contributions at end of year2021-12-31$459,159
Participant contributions at beginning of year2021-12-31$518,032
Participant contributions at end of year2021-12-31$20,463
Participant contributions at beginning of year2021-12-31$38,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$166,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$66,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$52,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$350
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$922,373
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,823,692
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,901,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,805
Interest on participant loans2021-12-31$25,786
Income. Interest from US Government securities2021-12-31$30,055
Income. Interest from corporate debt instruments2021-12-31$168,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$450,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,284,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,284,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$730
Asset value of US Government securities at end of year2021-12-31$811,566
Asset value of US Government securities at beginning of year2021-12-31$1,840,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$525,676
Employer contributions (assets) at beginning of year2021-12-31$108,882
Income. Dividends from common stock2021-12-31$179,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,399,148
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,574,341
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,591,901
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$18,394,434
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$15,453,405
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
Aggregate proceeds on sale of assets2021-12-31$8,637,321
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,391,950
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,312,591
Total unrealized appreciation/depreciation of assets2020-12-31$3,312,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$350
Total income from all sources (including contributions)2020-12-31$4,253,168
Total loss/gain on sale of assets2020-12-31$-468,299
Total of all expenses incurred2020-12-31$1,020,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$988,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,015,554
Value of total assets at end of year2020-12-31$25,901,669
Value of total assets at beginning of year2020-12-31$22,669,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,819
Total interest from all sources2020-12-31$240,491
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$152,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$548,186
Participant contributions at end of year2020-12-31$518,032
Participant contributions at beginning of year2020-12-31$582,294
Participant contributions at end of year2020-12-31$38,406
Participant contributions at beginning of year2020-12-31$17,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$66,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$58,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$350
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$3,232,447
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,901,319
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,668,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,819
Interest on participant loans2020-12-31$30,289
Income. Interest from US Government securities2020-12-31$39,418
Income. Interest from corporate debt instruments2020-12-31$168,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,284,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$779,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$779,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,561
Asset value of US Government securities at end of year2020-12-31$1,840,586
Asset value of US Government securities at beginning of year2020-12-31$2,329,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$467,368
Employer contributions (assets) at end of year2020-12-31$108,882
Employer contributions (assets) at beginning of year2020-12-31$152,677
Income. Dividends from common stock2020-12-31$152,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$988,902
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,591,901
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,852,524
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$15,453,405
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$12,896,689
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
Aggregate proceeds on sale of assets2020-12-31$8,110,580
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,578,879
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,951,282
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,951,282
Total unrealized appreciation/depreciation of assets2019-12-31$2,951,282
Total unrealized appreciation/depreciation of assets2019-12-31$2,951,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$350
Total income from all sources (including contributions)2019-12-31$4,991,162
Total income from all sources (including contributions)2019-12-31$4,991,162
Total loss/gain on sale of assets2019-12-31$608,555
Total loss/gain on sale of assets2019-12-31$608,555
Total of all expenses incurred2019-12-31$776,264
Total of all expenses incurred2019-12-31$776,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$749,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$749,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,078,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,078,118
Value of total assets at end of year2019-12-31$22,669,222
Value of total assets at end of year2019-12-31$22,669,222
Value of total assets at beginning of year2019-12-31$18,454,324
Value of total assets at beginning of year2019-12-31$18,454,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,468
Total interest from all sources2019-12-31$214,577
Total interest from all sources2019-12-31$214,577
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$138,630
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$138,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$577,699
Contributions received from participants2019-12-31$577,699
Participant contributions at end of year2019-12-31$582,294
Participant contributions at end of year2019-12-31$582,294
Participant contributions at beginning of year2019-12-31$567,679
Participant contributions at beginning of year2019-12-31$567,679
Participant contributions at end of year2019-12-31$17,627
Participant contributions at end of year2019-12-31$17,627
Participant contributions at beginning of year2019-12-31$19,797
Participant contributions at beginning of year2019-12-31$19,797
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,933
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$58,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$58,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$52,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$52,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,214,898
Value of net income/loss2019-12-31$4,214,898
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,668,872
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,668,872
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,453,974
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,453,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,468
Investment advisory and management fees2019-12-31$26,468
Interest on participant loans2019-12-31$28,836
Income. Interest from US Government securities2019-12-31$55,794
Income. Interest from corporate debt instruments2019-12-31$111,091
Income. Interest from corporate debt instruments2019-12-31$111,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$779,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$779,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$522,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$522,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$522,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,856
Asset value of US Government securities at end of year2019-12-31$2,329,855
Asset value of US Government securities at end of year2019-12-31$2,329,855
Asset value of US Government securities at beginning of year2019-12-31$2,929,277
Asset value of US Government securities at beginning of year2019-12-31$2,929,277
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$492,486
Contributions received in cash from employer2019-12-31$492,486
Employer contributions (assets) at end of year2019-12-31$152,677
Employer contributions (assets) at end of year2019-12-31$152,677
Employer contributions (assets) at beginning of year2019-12-31$156,152
Employer contributions (assets) at beginning of year2019-12-31$156,152
Income. Dividends from common stock2019-12-31$138,630
Income. Dividends from common stock2019-12-31$138,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$749,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$749,796
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,852,524
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,852,524
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,684,461
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,684,461
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,896,689
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,896,689
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,521,329
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,521,329
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,286,594
Aggregate proceeds on sale of assets2019-12-31$8,286,594
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,678,039
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,678,039
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-617,559
Total unrealized appreciation/depreciation of assets2018-12-31$-617,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$350
Total income from all sources (including contributions)2018-12-31$700,613
Total loss/gain on sale of assets2018-12-31$-44,265
Total of all expenses incurred2018-12-31$982,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$953,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,033,755
Value of total assets at end of year2018-12-31$18,454,324
Value of total assets at beginning of year2018-12-31$18,736,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,407
Total interest from all sources2018-12-31$185,765
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$142,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$557,025
Participant contributions at end of year2018-12-31$567,679
Participant contributions at beginning of year2018-12-31$580,717
Participant contributions at end of year2018-12-31$19,797
Participant contributions at beginning of year2018-12-31$17,214
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$52,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$57,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-281,712
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,453,974
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,735,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,407
Interest on participant loans2018-12-31$27,914
Income. Interest from US Government securities2018-12-31$50,478
Income. Interest from corporate debt instruments2018-12-31$96,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$522,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$863,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$863,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,903
Asset value of US Government securities at end of year2018-12-31$2,929,277
Asset value of US Government securities at beginning of year2018-12-31$2,992,000
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$469,849
Employer contributions (assets) at end of year2018-12-31$156,152
Employer contributions (assets) at beginning of year2018-12-31$136,901
Income. Dividends from common stock2018-12-31$142,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$953,918
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,684,461
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,071,647
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,521,329
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$11,016,196
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
Aggregate proceeds on sale of assets2018-12-31$6,500,352
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,544,617
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 name2018-12-31COHN REZNICK
Accountancy firm EIN2018-12-31133556302
2017 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,627,163
Total unrealized appreciation/depreciation of assets2017-12-31$1,627,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$350
Total income from all sources (including contributions)2017-12-31$3,364,920
Total loss/gain on sale of assets2017-12-31$174,180
Total of all expenses incurred2017-12-31$2,319,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,291,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,255,047
Value of total assets at end of year2017-12-31$18,736,036
Value of total assets at beginning of year2017-12-31$17,690,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,065
Total interest from all sources2017-12-31$167,930
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$140,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$588,451
Participant contributions at end of year2017-12-31$580,717
Participant contributions at beginning of year2017-12-31$596,710
Participant contributions at end of year2017-12-31$17,214
Participant contributions at beginning of year2017-12-31$116,079
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$57,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$42,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$350
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$1,045,339
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,735,686
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,690,347
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
Investment advisory and management fees2017-12-31$28,065
Income. Interest from loans (other than to participants)2017-12-31$25,362
Income. Interest from US Government securities2017-12-31$49,401
Income. Interest from corporate debt instruments2017-12-31$86,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$863,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$925,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$925,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,588
Asset value of US Government securities at end of year2017-12-31$2,992,000
Asset value of US Government securities at beginning of year2017-12-31$3,123,759
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$489,486
Employer contributions (assets) at end of year2017-12-31$136,901
Employer contributions (assets) at beginning of year2017-12-31$291,569
Income. Dividends from common stock2017-12-31$140,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,291,516
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,071,647
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,065,705
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$11,016,196
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$9,528,407
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
Aggregate proceeds on sale of assets2017-12-31$7,712,542
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,538,362
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 name2017-12-31COHN REZNICK
Accountancy firm EIN2017-12-31133556302
2016 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$260,731
Total unrealized appreciation/depreciation of assets2016-12-31$260,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$350
Total income from all sources (including contributions)2016-12-31$2,483,792
Total loss/gain on sale of assets2016-12-31$446,673
Total of all expenses incurred2016-12-31$1,274,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,247,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,488,814
Value of total assets at end of year2016-12-31$17,690,697
Value of total assets at beginning of year2016-12-31$16,481,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,999
Total interest from all sources2016-12-31$150,624
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,950
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$572,939
Participant contributions at end of year2016-12-31$596,710
Participant contributions at beginning of year2016-12-31$466,920
Participant contributions at end of year2016-12-31$116,079
Participant contributions at beginning of year2016-12-31$45,948
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$711
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$42,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$43,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$350
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$1,209,400
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,690,347
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,480,947
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
Investment advisory and management fees2016-12-31$26,999
Interest on participant loans2016-12-31$20,961
Income. Interest from US Government securities2016-12-31$38,823
Income. Interest from corporate debt instruments2016-12-31$88,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$925,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,743,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,743,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,273
Asset value of US Government securities at end of year2016-12-31$3,123,759
Asset value of US Government securities at beginning of year2016-12-31$2,175,338
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$915,164
Employer contributions (assets) at end of year2016-12-31$291,569
Employer contributions (assets) at beginning of year2016-12-31$151,324
Income. Dividends from common stock2016-12-31$136,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,247,393
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,065,705
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,767,876
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$9,528,407
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$8,086,952
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
Aggregate proceeds on sale of assets2016-12-31$10,074,343
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,627,670
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHN REZNICK
Accountancy firm EIN2016-12-31133556302
2015 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-253,521
Total unrealized appreciation/depreciation of assets2015-12-31$-253,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$350
Total income from all sources (including contributions)2015-12-31$1,272,975
Total loss/gain on sale of assets2015-12-31$-272,930
Total of all expenses incurred2015-12-31$1,553,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,527,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,502,417
Value of total assets at end of year2015-12-31$16,481,297
Value of total assets at beginning of year2015-12-31$16,761,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,727
Total interest from all sources2015-12-31$147,734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$149,275
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$556,671
Participant contributions at end of year2015-12-31$466,920
Participant contributions at beginning of year2015-12-31$515,954
Participant contributions at end of year2015-12-31$45,948
Participant contributions at beginning of year2015-12-31$14,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$43,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-280,109
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,480,947
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,761,056
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
Investment advisory and management fees2015-12-31$25,727
Interest on participant loans2015-12-31$20,759
Income. Interest from US Government securities2015-12-31$29,014
Income. Interest from corporate debt instruments2015-12-31$97,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,743,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,071,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,071,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$113
Asset value of US Government securities at end of year2015-12-31$2,175,338
Asset value of US Government securities at beginning of year2015-12-31$1,174,383
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$933,501
Employer contributions (assets) at end of year2015-12-31$151,324
Employer contributions (assets) at beginning of year2015-12-31$150,132
Income. Dividends from common stock2015-12-31$149,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,527,357
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,767,876
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,040,890
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$8,086,952
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,749,123
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
Aggregate proceeds on sale of assets2015-12-31$5,410,064
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,682,994
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 name2015-12-31COHN REZNICK
Accountancy firm EIN2015-12-31133556302
2014 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$545,571
Total unrealized appreciation/depreciation of assets2014-12-31$545,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$350
Total income from all sources (including contributions)2014-12-31$2,012,352
Total loss/gain on sale of assets2014-12-31$-252,998
Total of all expenses incurred2014-12-31$1,967,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,864,338
Expenses. Certain deemed distributions of participant loans2014-12-31$62,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,380,662
Value of total assets at end of year2014-12-31$16,761,406
Value of total assets at beginning of year2014-12-31$16,716,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,448
Total interest from all sources2014-12-31$166,704
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,413
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$500,000
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$563,005
Participant contributions at end of year2014-12-31$515,954
Participant contributions at beginning of year2014-12-31$565,312
Participant contributions at end of year2014-12-31$14,921
Participant contributions at beginning of year2014-12-31$20,697
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$56,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$350
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$45,216
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,761,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,715,840
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
Investment advisory and management fees2014-12-31$40,448
Interest on participant loans2014-12-31$22,434
Income. Interest from US Government securities2014-12-31$14,101
Income. Interest from corporate debt instruments2014-12-31$130,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,071,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,127,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,127,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$123
Asset value of US Government securities at end of year2014-12-31$1,174,383
Asset value of US Government securities at beginning of year2014-12-31$1,299,581
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$807,547
Employer contributions (assets) at end of year2014-12-31$150,132
Income. Dividends from common stock2014-12-31$172,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,864,338
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,040,890
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,766,848
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,749,123
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$8,880,096
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
Aggregate proceeds on sale of assets2014-12-31$6,564,950
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,817,948
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 name2014-12-31COHN REZNICK
Accountancy firm EIN2014-12-31133556302
2013 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,855,851
Total unrealized appreciation/depreciation of assets2013-12-31$1,855,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$350
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$3,897,424
Total loss/gain on sale of assets2013-12-31$195,548
Total of all expenses incurred2013-12-31$1,703,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,666,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,526,676
Value of total assets at end of year2013-12-31$16,716,190
Value of total assets at beginning of year2013-12-31$14,522,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,426
Total interest from all sources2013-12-31$186,607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$132,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$570,789
Participant contributions at end of year2013-12-31$565,312
Participant contributions at beginning of year2013-12-31$518,318
Participant contributions at end of year2013-12-31$20,697
Participant contributions at beginning of year2013-12-31$15,988
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$56,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$55,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$350
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$2,193,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,715,840
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,522,332
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
Investment advisory and management fees2013-12-31$37,426
Interest on participant loans2013-12-31$20,635
Income. Interest from US Government securities2013-12-31$117,494
Income. Interest from corporate debt instruments2013-12-31$48,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,127,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,935,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,935,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$134
Asset value of US Government securities at end of year2013-12-31$1,299,581
Asset value of US Government securities at beginning of year2013-12-31$1,759,698
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$891,932
Employer contributions (assets) at beginning of year2013-12-31$3,303
Income. Dividends from common stock2013-12-31$132,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,666,490
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,766,848
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,044,608
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$8,880,096
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,190,230
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
Aggregate proceeds on sale of assets2013-12-31$2,526,204
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,330,656
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$38,141
Total unrealized appreciation/depreciation of assets2012-12-31$38,141
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$52,834
Total income from all sources (including contributions)2012-12-31$1,147,841
Total loss/gain on sale of assets2012-12-31$-85,213
Total of all expenses incurred2012-12-31$813,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$790,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$978,106
Value of total assets at end of year2012-12-31$14,522,325
Value of total assets at beginning of year2012-12-31$14,240,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,709
Total interest from all sources2012-12-31$122,825
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
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$348,571
Participant contributions at end of year2012-12-31$491,052
Participant contributions at beginning of year2012-12-31$517,655
Participant contributions at end of year2012-12-31$15,988
Participant contributions at beginning of year2012-12-31$22,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$82,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$52,834
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$334,243
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,522,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,188,082
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
Investment advisory and management fees2012-12-31$22,709
Interest on participant loans2012-12-31$14,512
Income. Interest from US Government securities2012-12-31$88,563
Income. Interest from corporate debt instruments2012-12-31$19,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,935,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,435,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,435,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$116
Asset value of US Government securities at end of year2012-12-31$2,322,846
Asset value of US Government securities at beginning of year2012-12-31$1,409,358
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$629,535
Employer contributions (assets) at end of year2012-12-31$3,303
Income. Dividends from common stock2012-12-31$93,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$790,889
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,481,459
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,625,161
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,190,230
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,186,332
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
Aggregate proceeds on sale of assets2012-12-31$2,364,866
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,450,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$33,617
Total unrealized appreciation/depreciation of assets2012-04-30$33,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$52,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$180,097
Total income from all sources (including contributions)2012-04-30$1,674,231
Total loss/gain on sale of assets2012-04-30$-189,039
Total of all expenses incurred2012-04-30$369,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$337,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,542,308
Value of total assets at end of year2012-04-30$14,240,914
Value of total assets at beginning of year2012-04-30$13,063,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$31,860
Total interest from all sources2012-04-30$170,158
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$117,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$579,578
Participant contributions at end of year2012-04-30$517,655
Participant contributions at beginning of year2012-04-30$364,522
Participant contributions at end of year2012-04-30$22,218
Participant contributions at beginning of year2012-04-30$28,571
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$50,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$44,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$36,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$52,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$180,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,304,891
Value of net assets at end of year (total assets less liabilities)2012-04-30$14,188,080
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$12,883,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$31,860
Interest on participant loans2012-04-30$19,674
Income. Interest from US Government securities2012-04-30$49,642
Income. Interest from corporate debt instruments2012-04-30$100,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$3,435,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$2,142,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$2,142,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$189
Asset value of US Government securities at end of year2012-04-30$1,409,358
Asset value of US Government securities at beginning of year2012-04-30$2,245,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$912,209
Income. Dividends from common stock2012-04-30$117,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$337,480
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$2,625,161
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$1,696,782
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$6,186,332
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$6,548,043
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$3,028,464
Aggregate carrying amount (costs) on sale of assets2012-04-30$3,217,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30BKD LLP
Accountancy firm EIN2012-04-30440160260
2011 : SU CLINICA FAMILIAR, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$676,427
Total unrealized appreciation/depreciation of assets2011-04-30$676,427
Total transfer of assets to this plan2011-04-30$0
Total transfer of assets from this plan2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$180,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$169,238
Total income from all sources (including contributions)2011-04-30$2,434,308
Total loss/gain on sale of assets2011-04-30$72,188
Total of all expenses incurred2011-04-30$762,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$734,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,425,032
Value of total assets at end of year2011-04-30$13,063,286
Value of total assets at beginning of year2011-04-30$11,380,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$28,557
Total interest from all sources2011-04-30$164,697
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$95,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$600,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$528,493
Participant contributions at end of year2011-04-30$364,522
Participant contributions at beginning of year2011-04-30$300,515
Participant contributions at end of year2011-04-30$28,571
Participant contributions at beginning of year2011-04-30$24,797
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$20,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$36,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$33,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$180,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$169,238
Other income not declared elsewhere2011-04-30$471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,671,506
Value of net assets at end of year (total assets less liabilities)2011-04-30$12,883,189
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$11,211,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$28,557
Interest on participant loans2011-04-30$16,179
Income. Interest from US Government securities2011-04-30$78,520
Income. Interest from corporate debt instruments2011-04-30$69,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$2,142,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$2,211,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$2,211,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$191
Asset value of US Government securities at end of year2011-04-30$2,245,666
Asset value of US Government securities at beginning of year2011-04-30$2,227,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$876,267
Income. Dividends from common stock2011-04-30$95,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$734,245
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$1,696,782
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$1,382,079
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$6,548,043
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$5,200,832
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$2,147,338
Aggregate carrying amount (costs) on sale of assets2011-04-30$2,075,150
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30BKD LLP
Accountancy firm EIN2011-04-30440160260

Form 5500 Responses for SU CLINICA FAMILIAR, INC. PENSION PLAN

2022: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SU CLINICA FAMILIAR, INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SU CLINICA FAMILIAR, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SU CLINICA FAMILIAR, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SU CLINICA FAMILIAR, INC. PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SU CLINICA FAMILIAR, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: SU CLINICA FAMILIAR, INC. PENSION PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedYes
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: SU CLINICA FAMILIAR, INC. PENSION PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: SU CLINICA FAMILIAR, INC. PENSION PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: SU CLINICA FAMILIAR, INC. PENSION PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedYes
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes
2008: SU CLINICA FAMILIAR, INC. PENSION PLAN 2008 form 5500 responses
2008-05-01Type of plan entitySingle employer plan
2008-05-01Submission has been amendedYes
2008-05-01This submission is the final filingNo
2008-05-01This return/report is a short plan year return/report (less than 12 months)No
2008-05-01Plan is a collectively bargained planNo
2008-05-01Plan funding arrangement – TrustYes
2008-05-01Plan benefit arrangement - TrustYes

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