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NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameNATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATURAL MEDICAL CENTER OF ARIZ has sponsored the creation of one or more 401k plans.

Company Name:NATURAL MEDICAL CENTER OF ARIZ
Employer identification number (EIN):861044271
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LACEY ROBLES
0012023-01-01
0012023-01-01LACEY ROBLES
0012022-01-01
0012022-01-01LACEY ROBLES
0012021-01-01
0012021-01-01LACEY ROBLES
0012020-01-01ERISA FIDUCIARY SERVICES, INC2021-04-23
0012019-01-01ERISA FIDUCIARY SERVICES2020-04-09

Plan Statistics for NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01205
Total number of active participants reported on line 7a of the Form 55002023-01-01186
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0158
Total of all active and inactive participants2023-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01244
Number of participants with account balances2023-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01162
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01140
Total number of active participants reported on line 7a of the Form 55002021-01-01145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01162
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,575,732
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$76,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$60,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,294,209
Value of total assets at end of year2023-12-31$2,416,024
Value of total assets at beginning of year2023-12-31$916,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,273
Total interest from all sources2023-12-31$609
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$67,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$67,311
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$885,584
Participant contributions at end of year2023-12-31$5,430
Participant contributions at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,499,646
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,416,024
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$916,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$718
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,372,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$915,422
Interest on participant loans2023-12-31$359
Interest earned on other investments2023-12-31$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$38,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$213,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$408,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$60,813
Contract administrator fees2023-12-31$10,909
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2023-12-31464558541
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,575,732
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$76,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$60,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,294,209
Value of total assets at end of year2023-01-01$2,416,024
Value of total assets at beginning of year2023-01-01$916,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$15,273
Total interest from all sources2023-01-01$609
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$67,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$67,311
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$885,584
Participant contributions at end of year2023-01-01$5,430
Participant contributions at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,499,646
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,416,024
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$916,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$718
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$2,372,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$915,422
Interest on participant loans2023-01-01$359
Interest earned on other investments2023-01-01$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$38,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$213,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$408,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$60,813
Contract administrator fees2023-01-01$10,909
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01METZ & ASSOCIATES, PLLC
Accountancy firm EIN2023-01-01464558541
2022 : NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & 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$281,718
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$69,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$421,804
Value of total assets at end of year2022-12-31$916,378
Value of total assets at beginning of year2022-12-31$703,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,213
Total interest from all sources2022-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$20,407
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$70,000
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$421,804
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,491
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$212,645
Value of net assets at end of year (total assets less liabilities)2022-12-31$916,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$703,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$915,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$696,726
Interest earned on other investments2022-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-160,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,860
Contract administrator fees2022-12-31$1,936
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 name2022-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31464558541
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$281,718
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$69,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$65,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$421,804
Value of total assets at end of year2022-01-01$916,378
Value of total assets at beginning of year2022-01-01$703,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$3,213
Total interest from all sources2022-01-01$1
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$20,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$20,407
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$70,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$421,804
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$6,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$212,645
Value of net assets at end of year (total assets less liabilities)2022-01-01$916,378
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$703,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$1,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$915,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$696,726
Interest earned on other investments2022-01-01$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-160,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$65,860
Contract administrator fees2022-01-01$1,936
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01METZ & ASSOCIATES, PLLC
Accountancy firm EIN2022-01-01464558541
2021 : NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & 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$416,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$87,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$332,492
Value of total assets at end of year2021-12-31$703,733
Value of total assets at beginning of year2021-12-31$383,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,217
Total interest from all sources2021-12-31$118
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$21,166
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$38,343
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$327,872
Participant contributions at end of year2021-12-31$6,491
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$320,303
Value of net assets at end of year (total assets less liabilities)2021-12-31$703,733
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$383,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$696,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$383,047
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$118
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$62,317
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$87,573
Contract administrator fees2021-12-31$5,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31464558541

Form 5500 Responses for NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST

2023: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATURAL MEDICAL CENTER OF ARIZ 401(K) PROFIT SHARING PLAN & 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number10207181
Policy instance 1
Insurance contract or identification number10207181
Number of Individuals Covered244
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number10207181
Policy instance 1

Potentially related plans

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