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Plan Name | HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HARBORVIEW HEALTH SYSTEMS, INC. |
Employer identification number (EIN): | 812116211 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about HARBORVIEW HEALTH SYSTEMS, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2016-04-06 |
Company Identification Number: | 4925523 |
Legal Registered Office Address: |
163 HARBORVIEW NORTH Nassau LAWRENCE United States of America (USA) 11559 |
More information about HARBORVIEW HEALTH SYSTEMS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KELLI COLLIER |
Measure | Date | Value |
---|---|---|
2022: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,754 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,523 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 1,529 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,530 |
Number of participants with account balances | 2022-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 590 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 530 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 533 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 533 |
Number of participants with account balances | 2021-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 629 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 536 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 539 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 539 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 587 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 589 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 589 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 243 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 245 |
Number of participants with account balances | 2018-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 191 |
Number of participants with account balances | 2017-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,966 |
Total income from all sources (including contributions) | 2022-12-31 | $109,081 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $23,428 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $17,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $167,949 |
Value of total assets at end of year | 2022-12-31 | $401,508 |
Value of total assets at beginning of year | 2022-12-31 | $323,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,562 |
Total interest from all sources | 2022-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $25,902 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $32,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $167,949 |
Participant contributions at end of year | 2022-12-31 | $4,819 |
Participant contributions at beginning of year | 2022-12-31 | $6,805 |
Participant contributions at end of year | 2022-12-31 | $18,064 |
Participant contributions at beginning of year | 2022-12-31 | $3,380 |
Administrative expenses (other) incurred | 2022-12-31 | $5,562 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,460 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $85,653 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $401,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $315,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $378,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $309,176 |
Interest on participant loans | 2022-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-84,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $17,866 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $7,966 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GGM ASSOCIATES INC |
Accountancy firm EIN | 2022-12-31 | 844230150 |
2021 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,966 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,019 |
Total income from all sources (including contributions) | 2021-12-31 | $166,462 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $63,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $55,483 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $116,659 |
Value of total assets at end of year | 2021-12-31 | $323,821 |
Value of total assets at beginning of year | 2021-12-31 | $224,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,289 |
Total interest from all sources | 2021-12-31 | $1,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $23,953 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $23,953 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $32,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $70,535 |
Participant contributions at end of year | 2021-12-31 | $6,805 |
Participant contributions at beginning of year | 2021-12-31 | $13,723 |
Participant contributions at end of year | 2021-12-31 | $3,380 |
Participant contributions at beginning of year | 2021-12-31 | $2,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $46,124 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,460 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $102,690 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $315,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $213,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $3,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $309,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $208,367 |
Interest on participant loans | 2021-12-31 | $1,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $24,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $55,483 |
Contract administrator fees | 2021-12-31 | $4,739 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $7,966 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $11,019 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm EIN | 2021-12-31 | 113634653 |
2020 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,019 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $18,908 |
Total income from all sources (including contributions) | 2020-12-31 | $113,535 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $40,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $33,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $88,895 |
Value of total assets at end of year | 2020-12-31 | $224,184 |
Value of total assets at beginning of year | 2020-12-31 | $158,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,152 |
Total interest from all sources | 2020-12-31 | $213 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,777 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $22,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $88,895 |
Participant contributions at end of year | 2020-12-31 | $13,723 |
Participant contributions at beginning of year | 2020-12-31 | $15,147 |
Participant contributions at end of year | 2020-12-31 | $2,094 |
Participant contributions at beginning of year | 2020-12-31 | $3,649 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $73,312 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $213,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $139,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,322 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $208,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $136,254 |
Interest on participant loans | 2020-12-31 | $213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $33,071 |
Contract administrator fees | 2020-12-31 | $4,830 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $11,019 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $18,908 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm EIN | 2020-12-31 | 113634653 |
2019 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,908 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,103 |
Total income from all sources (including contributions) | 2019-12-31 | $85,233 |
Total income from all sources (including contributions) | 2019-12-31 | $85,233 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $21,615 |
Total of all expenses incurred | 2019-12-31 | $21,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $64,490 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $64,490 |
Value of total assets at end of year | 2019-12-31 | $158,761 |
Value of total assets at end of year | 2019-12-31 | $158,761 |
Value of total assets at beginning of year | 2019-12-31 | $85,338 |
Value of total assets at beginning of year | 2019-12-31 | $85,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,680 |
Total interest from all sources | 2019-12-31 | $316 |
Total interest from all sources | 2019-12-31 | $316 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,293 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,293 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,293 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $64,382 |
Contributions received from participants | 2019-12-31 | $64,382 |
Participant contributions at end of year | 2019-12-31 | $15,147 |
Participant contributions at end of year | 2019-12-31 | $15,147 |
Participant contributions at beginning of year | 2019-12-31 | $6,425 |
Participant contributions at beginning of year | 2019-12-31 | $6,425 |
Participant contributions at end of year | 2019-12-31 | $3,649 |
Participant contributions at end of year | 2019-12-31 | $3,649 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $108 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $108 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,711 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,711 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $63,618 |
Value of net income/loss | 2019-12-31 | $63,618 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $139,853 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $139,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $76,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $76,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,535 |
Investment advisory and management fees | 2019-12-31 | $1,535 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $136,254 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $136,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $78,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $78,913 |
Interest on participant loans | 2019-12-31 | $316 |
Interest on participant loans | 2019-12-31 | $316 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,134 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,935 |
Contract administrator fees | 2019-12-31 | $4,145 |
Contract administrator fees | 2019-12-31 | $4,145 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $18,908 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $18,908 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $9,103 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $9,103 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm name | 2019-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm EIN | 2019-12-31 | 113634653 |
Accountancy firm EIN | 2019-12-31 | 113634653 |
2018 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $9,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $58,792 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $61,784 |
Value of total assets at end of year | 2018-12-31 | $85,338 |
Value of total assets at beginning of year | 2018-12-31 | $28,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,963 |
Total interest from all sources | 2018-12-31 | $254 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,072 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $61,784 |
Participant contributions at end of year | 2018-12-31 | $6,425 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,080 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $47,340 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $76,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $78,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $26,815 |
Interest on participant loans | 2018-12-31 | $254 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,489 |
Contract administrator fees | 2018-12-31 | $3,963 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $9,103 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm EIN | 2018-12-31 | 113634653 |
2017 : HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $31,441 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $27,995 |
Value of total assets at end of year | 2017-12-31 | $28,895 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,546 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $917 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $27,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,080 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $28,895 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $26,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $2,546 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MICHAEL C. ALLEN & CO., CPA'S PLLC |
Accountancy firm EIN | 2017-12-31 | 113634653 |
2022: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |