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Plan Name | HEALTHPOINT 403(B) SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HEALTHPOINT |
Employer identification number (EIN): | 910884412 |
NAIC Classification: | 621399 |
NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
Additional information about HEALTHPOINT
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1971-08-20 |
Company Identification Number: | 600461511 |
Legal Registered Office Address: |
901 5TH AVE STE 3500 SEATTLE United States of America (USA) 981642059 |
More information about HEALTHPOINT
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | MOSELLE HORIUCHI | 2023-10-16 | LISA YOHALEM | 2023-10-16 |
002 | 2021-01-01 | MOSELLE HORIUCHI | 2022-10-16 | LISA YOHALEM | 2022-10-16 |
002 | 2020-01-01 | MOSELLE HORIUCHI | 2021-10-14 | LISA YOHALEM | 2021-10-14 |
002 | 2019-01-01 | ||||
002 | 2018-01-01 | MOSELLE HORIUCHI | 2019-09-19 | VICKI HAMMOND | 2019-09-19 |
002 | 2017-05-07 |
Measure | Date | Value |
---|---|---|
2022: HEALTHPOINT 403(B) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 301 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 60 |
Total of all active and inactive participants | 2022-01-01 | 361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 361 |
Number of participants with account balances | 2022-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HEALTHPOINT 403(B) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 275 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
2020: HEALTHPOINT 403(B) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 259 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 275 |
Number of participants with account balances | 2020-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: HEALTHPOINT 403(B) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 229 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 252 |
Number of participants with account balances | 2019-01-01 | 229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: HEALTHPOINT 403(B) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
Total of all active and inactive participants | 2018-01-01 | 234 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 234 |
Number of participants with account balances | 2018-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: HEALTHPOINT 403(B) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-05-07 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-07 | 213 |
Number of retired or separated participants receiving benefits | 2017-05-07 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-05-07 | 5 |
Total of all active and inactive participants | 2017-05-07 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-07 | 0 |
Total participants | 2017-05-07 | 218 |
Number of participants with account balances | 2017-05-07 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-07 | 5 |
Measure | Date | Value |
---|---|---|
2022 : HEALTHPOINT 403(B) SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,159,282 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $362,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $320,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,505,331 |
Value of total assets at end of year | 2022-12-31 | $18,948,132 |
Value of total assets at beginning of year | 2022-12-31 | $18,151,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,027 |
Total interest from all sources | 2022-12-31 | $3,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,721,359 |
Participant contributions at end of year | 2022-12-31 | $83,285 |
Participant contributions at beginning of year | 2022-12-31 | $75,516 |
Participant contributions at end of year | 2022-12-31 | $111,407 |
Participant contributions at beginning of year | 2022-12-31 | $95,240 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $164,629 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $797,101 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,948,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,151,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $18,579,932 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,722,012 |
Interest on participant loans | 2022-12-31 | $3,497 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $154,589 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $243,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $243,126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,349,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $619,343 |
Employer contributions (assets) at end of year | 2022-12-31 | $18,919 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $15,137 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $320,154 |
Contract administrator fees | 2022-12-31 | $42,027 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : HEALTHPOINT 403(B) SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $6,515,341 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $438,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $401,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,383,163 |
Value of total assets at end of year | 2021-12-31 | $18,151,031 |
Value of total assets at beginning of year | 2021-12-31 | $12,073,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,591 |
Total interest from all sources | 2021-12-31 | $2,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,974,541 |
Participant contributions at end of year | 2021-12-31 | $75,516 |
Participant contributions at beginning of year | 2021-12-31 | $45,992 |
Participant contributions at end of year | 2021-12-31 | $95,240 |
Participant contributions at beginning of year | 2021-12-31 | $69,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $961,478 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,077,194 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,151,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,073,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $15,011 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,722,012 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,821,830 |
Interest on participant loans | 2021-12-31 | $2,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $243,126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $123,645 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $123,645 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,129,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $447,144 |
Employer contributions (assets) at end of year | 2021-12-31 | $15,137 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $12,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $401,556 |
Contract administrator fees | 2021-12-31 | $21,580 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : HEALTHPOINT 403(B) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $4,783,103 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $414,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $383,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,194,003 |
Value of total assets at end of year | 2020-12-31 | $12,073,837 |
Value of total assets at beginning of year | 2020-12-31 | $7,704,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,776 |
Total interest from all sources | 2020-12-31 | $1,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $6,147 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,726,012 |
Participant contributions at end of year | 2020-12-31 | $45,992 |
Participant contributions at beginning of year | 2020-12-31 | $5,228 |
Participant contributions at end of year | 2020-12-31 | $69,821 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $52,399 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $-4,597 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,368,890 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,073,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,704,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $29,226 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,821,830 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,657,618 |
Interest on participant loans | 2020-12-31 | $1,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $123,645 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $42,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $42,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,587,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $415,592 |
Employer contributions (assets) at end of year | 2020-12-31 | $12,549 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $383,437 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : HEALTHPOINT 403(B) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,226,750 |
Total income from all sources (including contributions) | 2019-12-31 | $4,226,750 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $252,656 |
Total of all expenses incurred | 2019-12-31 | $252,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $232,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $232,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,102,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,102,839 |
Value of total assets at end of year | 2019-12-31 | $7,704,947 |
Value of total assets at end of year | 2019-12-31 | $7,704,947 |
Value of total assets at beginning of year | 2019-12-31 | $3,730,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,880 |
Total interest from all sources | 2019-12-31 | $105 |
Total interest from all sources | 2019-12-31 | $105 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,760 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,760 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,505,321 |
Contributions received from participants | 2019-12-31 | $2,505,321 |
Participant contributions at end of year | 2019-12-31 | $5,228 |
Participant contributions at end of year | 2019-12-31 | $5,228 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $216,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $216,266 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $-2,560 |
Administrative expenses (other) incurred | 2019-12-31 | $-2,560 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,974,094 |
Value of net income/loss | 2019-12-31 | $3,974,094 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,704,947 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,704,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,730,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,730,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $18,680 |
Investment advisory and management fees | 2019-12-31 | $18,680 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,657,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,657,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,697,392 |
Interest on participant loans | 2019-12-31 | $105 |
Interest on participant loans | 2019-12-31 | $105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $42,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $42,101 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $33,461 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $33,461 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,123,806 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,123,806 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $381,252 |
Contributions received in cash from employer | 2019-12-31 | $381,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $232,776 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $232,776 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : HEALTHPOINT 403(B) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,285,179 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $137,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $126,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,598,918 |
Value of total assets at end of year | 2018-12-31 | $3,730,853 |
Value of total assets at beginning of year | 2018-12-31 | $1,582,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,133 |
Total interest from all sources | 2018-12-31 | $331 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $6,264 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,110,033 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $166,863 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $645 |
Administrative expenses (other) incurred | 2018-12-31 | $-2,938 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,148,032 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,730,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,582,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $7,807 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,697,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,571,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $33,461 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $11,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $11,144 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $331 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-314,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $322,022 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $126,014 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : HEALTHPOINT 403(B) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,593,361 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $10,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,510,342 |
Value of total assets at end of year | 2017-12-31 | $1,582,821 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,065 |
Total interest from all sources | 2017-12-31 | $28 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,198,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $132,753 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $645 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $2,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,582,821 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,582,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,502 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,571,032 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $11,144 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $80,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $179,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,475 |
Contract administrator fees | 2017-12-31 | $563 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2022: HEALTHPOINT 403(B) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HEALTHPOINT 403(B) SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HEALTHPOINT 403(B) SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HEALTHPOINT 403(B) SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HEALTHPOINT 403(B) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HEALTHPOINT 403(B) SAVINGS PLAN 2017 form 5500 responses | ||
2017-05-07 | Type of plan entity | Single employer plan |
2017-05-07 | First time form 5500 has been submitted | Yes |
2017-05-07 | Submission has been amended | No |
2017-05-07 | This submission is the final filing | No |
2017-05-07 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-05-07 | Plan is a collectively bargained plan | No |
2017-05-07 | Plan funding arrangement – Trust | Yes |
2017-05-07 | Plan benefit arrangement - Trust | Yes |