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LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameLA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST
Plan identification number 001

LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST Benefits

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

LA CLINICA DE FAMILIA, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:LA CLINICA DE FAMILIA, INCORPORATED
Employer identification number (EIN):850265533
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JORGE ALMUINA
0012016-01-01JORGE ALMUINA
0012015-01-01SUZAN MARTINEZ DE GONZALES
0012014-01-01SUZAN MARTINEZ DE GONZALES
0012013-01-01SUZAN MARTINEZ DE GONZALES SUZAN MARTINEZ DE GONZALES2014-07-30
0012012-01-01SUZAN MARTINEZ DE GONZALES SUZAN MARTINEZ DE GONZALES2013-10-04
0012011-01-01SUZAN MARTINEZ DE GONZALES SUZAN MARTINEZ DE GONZALES2012-10-12
0012009-01-01HARRIET BRANDSTETTER HARRIET BRANDSTETTER2010-10-12

Plan Statistics for LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST

Measure Date Value
2022: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01872
Total number of active participants reported on line 7a of the Form 55002022-01-01758
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01195
Total of all active and inactive participants2022-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01954
Number of participants with account balances2022-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
2021: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01800
Total number of active participants reported on line 7a of the Form 55002021-01-01735
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01872
Number of participants with account balances2021-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0171
2020: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01765
Total number of active participants reported on line 7a of the Form 55002020-01-01715
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01800
Number of participants with account balances2020-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01725
Total number of active participants reported on line 7a of the Form 55002019-01-01439
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01326
Total of all active and inactive participants2019-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01765
Number of participants with account balances2019-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01710
Total number of active participants reported on line 7a of the Form 55002018-01-01435
Number of other retired or separated participants entitled to future benefits2018-01-01288
Total of all active and inactive participants2018-01-01723
Total participants2018-01-01723
Number of participants with account balances2018-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0181
2017: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01675
Total number of active participants reported on line 7a of the Form 55002017-01-01465
Number of other retired or separated participants entitled to future benefits2017-01-01244
Total of all active and inactive participants2017-01-01709
Total participants2017-01-01709
Number of participants with account balances2017-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0194
2016: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01478
Number of other retired or separated participants entitled to future benefits2016-01-01163
Total of all active and inactive participants2016-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01641
Number of participants with account balances2016-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0156
2015: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01401
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01414
Number of participants with account balances2015-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01323
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01369
Number of participants with account balances2014-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01320
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01337
Number of participants with account balances2013-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01315
Number of participants with account balances2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01314
Total number of active participants reported on line 7a of the Form 55002011-01-01206
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01104
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01316
Total number of active participants reported on line 7a of the Form 55002009-01-01216
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01311
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,347,211
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,128,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,066,210
Expenses. Certain deemed distributions of participant loans2022-12-31$11,793
Value of total corrective distributions2022-12-31$41,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,127,934
Value of total assets at end of year2022-12-31$19,620,854
Value of total assets at beginning of year2022-12-31$22,096,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,146
Total interest from all sources2022-12-31$13,451
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$822,000
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$1,307,000
Participant contributions at end of year2022-12-31$239,397
Participant contributions at beginning of year2022-12-31$220,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,531
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$8,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,475,265
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,620,854
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,096,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,461,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,143,980
Interest on participant loans2022-12-31$11,406
Interest earned on other investments2022-12-31$2,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$920,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$732,031
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-3,488,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$766,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,066,210
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SBNG, PC
Accountancy firm EIN2022-12-31261483953
2021 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,919,257
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,800,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,740,424
Expenses. Certain deemed distributions of participant loans2021-12-31$52,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,944,421
Value of total assets at end of year2021-12-31$22,096,119
Value of total assets at beginning of year2021-12-31$18,977,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,570
Total interest from all sources2021-12-31$17,007
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$822,000
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$1,223,471
Participant contributions at end of year2021-12-31$220,108
Participant contributions at beginning of year2021-12-31$233,739
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,255
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$7,570
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$3,118,888
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,096,119
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,977,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,143,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,219,745
Interest on participant loans2021-12-31$10,768
Interest earned on other investments2021-12-31$6,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$732,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$523,747
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,957,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$603,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,740,424
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SBNG, PC
Accountancy firm EIN2021-12-31261483953
2020 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,134,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,693,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,601,806
Expenses. Certain deemed distributions of participant loans2020-12-31$10,651
Value of total corrective distributions2020-12-31$75,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,937,584
Value of total assets at end of year2020-12-31$18,977,231
Value of total assets at beginning of year2020-12-31$17,535,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,744
Total interest from all sources2020-12-31$13,223
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$822,000
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$1,180,370
Participant contributions at end of year2020-12-31$233,739
Participant contributions at beginning of year2020-12-31$252,478
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,289
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$1,441,864
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,977,231
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,535,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,219,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,635,721
Interest on participant loans2020-12-31$12,354
Interest earned on other investments2020-12-31$422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,297,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,297,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$523,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$349,418
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$270,684
Net investment gain/loss from pooled separate accounts2020-12-31$1,906,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$696,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,601,806
Contract administrator fees2020-12-31$455
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SBNG, PC
Accountancy firm EIN2020-12-31261483953
2019 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,544,694
Total of all expenses incurred2019-12-31$1,293,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,205,888
Expenses. Certain deemed distributions of participant loans2019-12-31$53,506
Value of total corrective distributions2019-12-31$31,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,886,555
Value of total assets at end of year2019-12-31$17,535,367
Value of total assets at beginning of year2019-12-31$14,284,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,800
Total interest from all sources2019-12-31$19,938
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$804,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$804,084
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$822,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,110,079
Participant contributions at end of year2019-12-31$252,478
Participant contributions at beginning of year2019-12-31$223,055
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$209,249
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$3,251,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,535,367
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,284,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,635,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,060,575
Interest on participant loans2019-12-31$10,835
Interest earned on other investments2019-12-31$9,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,297,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,349,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,349,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$349,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$651,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,834,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$567,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,205,888
Contract administrator fees2019-12-31$2,800
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SBNG,PC
Accountancy firm EIN2019-12-31261483953
2018 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$743,432
Total of all expenses incurred2018-12-31$1,799,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,770,430
Value of total corrective distributions2018-12-31$26,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,491,419
Value of total assets at end of year2018-12-31$14,284,337
Value of total assets at beginning of year2018-12-31$15,340,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,100
Total interest from all sources2018-12-31$24,321
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$967,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$967,643
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$822,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,149,316
Participant contributions at end of year2018-12-31$223,055
Participant contributions at beginning of year2018-12-31$201,180
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,055,952
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,284,337
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,340,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,060,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,797,489
Interest on participant loans2018-12-31$11,244
Interest earned on other investments2018-12-31$13,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,349,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,682,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,682,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$651,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$658,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,739,951
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$328,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,770,430
Contract administrator fees2018-12-31$2,100
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SBNG, PC
Accountancy firm EIN2018-12-31261483953
2017 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,700,646
Total of all expenses incurred2017-12-31$1,028,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,014,673
Value of total corrective distributions2017-12-31$12,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,016,231
Value of total assets at end of year2017-12-31$15,340,289
Value of total assets at beginning of year2017-12-31$12,668,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,938
Total interest from all sources2017-12-31$21,587
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$638,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$638,497
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$822,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,232,913
Participant contributions at end of year2017-12-31$201,180
Participant contributions at beginning of year2017-12-31$248,615
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,046
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$2,671,871
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,340,289
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,668,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,797,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,220,127
Interest on participant loans2017-12-31$9,225
Interest earned on other investments2017-12-31$12,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,682,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,597,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,597,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$658,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$601,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,024,331
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$779,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,014,673
Contract administrator fees2017-12-31$1,938
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SBNG, PC
Accountancy firm EIN2017-12-31261483953
2016 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,566,279
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$426,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$420,548
Value of total corrective distributions2016-12-31$4,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,870,347
Value of total assets at end of year2016-12-31$12,668,418
Value of total assets at beginning of year2016-12-31$10,528,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,568
Total interest from all sources2016-12-31$21,559
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$363,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$363,636
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,093,977
Participant contributions at end of year2016-12-31$248,615
Participant contributions at beginning of year2016-12-31$252,904
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,612
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$2,139,962
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,668,418
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,528,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,220,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,636,515
Interest on participant loans2016-12-31$9,728
Interest earned on other investments2016-12-31$11,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,597,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$92,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$92,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$601,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$546,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$310,737
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$701,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$420,548
Contract administrator fees2016-12-31$1,568
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SBNG, PC
Accountancy firm EIN2016-12-31261483953
2015 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,200,121
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$384,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$375,796
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$7,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,245,042
Value of total assets at end of year2015-12-31$10,528,456
Value of total assets at beginning of year2015-12-31$9,713,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,660
Total interest from all sources2015-12-31$20,997
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$342,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$342,775
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$747,428
Participant contributions at end of year2015-12-31$252,904
Participant contributions at beginning of year2015-12-31$145,520
Participant contributions at beginning of year2015-12-31$16,346
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,354
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$815,373
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,528,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,713,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,636,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,925,822
Interest on participant loans2015-12-31$10,141
Interest earned on other investments2015-12-31$10,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$92,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$85,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$85,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$546,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$513,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-408,693
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$463,260
Employer contributions (assets) at beginning of year2015-12-31$27,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$375,796
Contract administrator fees2015-12-31$1,660
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHMID, BROADDUS, NUGENT & GANO, PC
Accountancy firm EIN2015-12-31261483953
2014 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$74,254
Total income from all sources (including contributions)2014-12-31$1,487,074
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,504,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,484,192
Expenses. Certain deemed distributions of participant loans2014-12-31$3,178
Value of total corrective distributions2014-12-31$5,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,109,250
Value of total assets at end of year2014-12-31$9,713,083
Value of total assets at beginning of year2014-12-31$9,804,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,651
Total interest from all sources2014-12-31$11,253
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$281,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$281,578
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$678,917
Participant contributions at end of year2014-12-31$145,520
Participant contributions at beginning of year2014-12-31$157,181
Participant contributions at end of year2014-12-31$16,346
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$74,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-16,947
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,713,083
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,730,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,925,822
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,532,587
Interest on participant loans2014-12-31$6,047
Interest earned on other investments2014-12-31$5,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$85,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$68,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$68,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$513,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$46,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$423,510
Employer contributions (assets) at end of year2014-12-31$27,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,484,192
Contract administrator fees2014-12-31$11,651
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITE, SAMANIEGO & CAMPBELL, LLC
Accountancy firm EIN2014-12-31208709993
2013 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$74,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,917
Total income from all sources (including contributions)2013-12-31$2,306,752
Total of all expenses incurred2013-12-31$1,004,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$961,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$886,271
Value of total assets at end of year2013-12-31$9,804,284
Value of total assets at beginning of year2013-12-31$8,465,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,290
Total interest from all sources2013-12-31$7,797
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$550,575
Participant contributions at end of year2013-12-31$157,181
Participant contributions at beginning of year2013-12-31$183,314
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$74,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$37,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,302,172
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,730,030
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,427,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,532,587
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,221,858
Interest on participant loans2013-12-31$7,567
Interest earned on other investments2013-12-31$230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$68,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$33,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$33,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$46,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,409
Net investment gain/loss from pooled separate accounts2013-12-31$1,412,684
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$289,502
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$961,290
Contract administrator fees2013-12-31$43,290
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITE, SAMANIEGO & CAMPBELL, LLC
Accountancy firm EIN2013-12-31208709993
2012 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,755
Total income from all sources (including contributions)2012-12-31$1,734,311
Total of all expenses incurred2012-12-31$1,019,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$975,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$786,635
Value of total assets at end of year2012-12-31$8,465,775
Value of total assets at beginning of year2012-12-31$7,758,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,223
Total interest from all sources2012-12-31$7,826
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$500,000
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$494,865
Participant contributions at end of year2012-12-31$183,314
Participant contributions at beginning of year2012-12-31$155,761
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$37,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$45,755
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$714,621
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,427,858
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,713,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,221,858
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,555,180
Interest on participant loans2012-12-31$7,678
Interest earned on other investments2012-12-31$148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$33,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$41,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$41,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,613
Net investment gain/loss from pooled separate accounts2012-12-31$939,850
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$285,546
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$975,467
Contract administrator fees2012-12-31$44,223
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITE, SAMANIEGO & CAMPBELL, LLC
Accountancy firm EIN2012-12-31208709993
2011 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,205
Total income from all sources (including contributions)2011-12-31$571,546
Total of all expenses incurred2011-12-31$1,164,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,120,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$721,728
Value of total assets at end of year2011-12-31$7,758,992
Value of total assets at beginning of year2011-12-31$8,315,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,101
Total interest from all sources2011-12-31$8,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$462,300
Participant contributions at end of year2011-12-31$155,761
Participant contributions at beginning of year2011-12-31$184,941
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$16,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$45,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-592,897
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,713,237
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,306,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,555,180
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,090,921
Interest on participant loans2011-12-31$8,166
Interest earned on other investments2011-12-31$144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$41,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,502
Net investment gain/loss from pooled separate accounts2011-12-31$-158,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$259,428
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$10,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,120,342
Contract administrator fees2011-12-31$44,101
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITE, SAMANIEGO & CAMPBELL, LLC
Accountancy firm EIN2011-12-31208709993
2010 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,510
Total income from all sources (including contributions)2010-12-31$1,632,753
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$586,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$545,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$746,593
Value of total assets at end of year2010-12-31$8,315,339
Value of total assets at beginning of year2010-12-31$7,278,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,862
Total interest from all sources2010-12-31$7,546
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$473,470
Participant contributions at end of year2010-12-31$184,941
Participant contributions at beginning of year2010-12-31$96,915
Participant contributions at end of year2010-12-31$16,351
Participant contributions at beginning of year2010-12-31$17,079
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,046,132
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,306,134
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,260,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,193
Value of interest in pooled separate accounts at end of year2010-12-31$8,090,921
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,124,842
Interest on participant loans2010-12-31$7,314
Interest earned on other investments2010-12-31$232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$25,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$25,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$878,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$272,311
Employer contributions (assets) at end of year2010-12-31$10,969
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$545,759
Contract administrator fees2010-12-31$40,862
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HINKLE & LANDERS, PC
Accountancy firm EIN2010-12-31850232815
2009 : LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LA CLINICA DE FAMILIA, INC. 401(K)EMPLOYEES' RETIREMENT PLAN AND TRUST

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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061900K
Policy instance 2
Insurance contract or identification number061900K
Number of Individuals Covered954
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061900
Policy instance 1
Insurance contract or identification number061900
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,736
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9736
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061900K
Policy instance 1
Insurance contract or identification number061900K
Number of Individuals Covered872
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71207
Policy instance 2
Insurance contract or identification number71207
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061900K
Policy instance 1
Insurance contract or identification number061900K
Number of Individuals Covered800
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71207
Policy instance 1
Insurance contract or identification number71207
Number of Individuals Covered715
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71207
Policy instance 1
Insurance contract or identification number71207
Number of Individuals Covered686
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71207
Policy instance 1
Insurance contract or identification number71207
Number of Individuals Covered379
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21495
Policy instance 2
Insurance contract or identification number21495
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,806
Total amount of fees paid to insurance companyUSD $770
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,806
Insurance broker organization code?4
Amount paid for insurance broker fees770
Additional information about fees paid to insurance brokerTPA ADMINISTRATION FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71207
Policy instance 1
Insurance contract or identification number71207
Number of Individuals Covered339
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21495
Policy instance 1
Insurance contract or identification number21495
Number of Individuals Covered349
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,566
Total amount of fees paid to insurance companyUSD $2,750
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARAIBLE ANNUITY
Commission paid to Insurance BrokerUSD $40,566
Insurance broker organization code?4
Amount paid for insurance broker fees2750
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21495
Policy instance 1
Insurance contract or identification number21495
Number of Individuals Covered336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40,807
Total amount of fees paid to insurance companyUSD $2,577
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARAIBLE ANNUITY
Commission paid to Insurance BrokerUSD $40,807
Insurance broker organization code?4
Amount paid for insurance broker fees2255
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21495
Policy instance 1
Insurance contract or identification number21495
Number of Individuals Covered321
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,997
Total amount of fees paid to insurance companyUSD $6,685
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARAIBLE ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21495
Policy instance 1
Insurance contract or identification number21495
Number of Individuals Covered324
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,582
Total amount of fees paid to insurance companyUSD $5,962
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARAIBLE ANNUITY
Commission paid to Insurance BrokerUSD $37,582
Insurance broker organization code?4
Amount paid for insurance broker fees3747
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameRETIREMENT CONSULTANTS, LTD.

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