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CHINESE HOSPITAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCHINESE HOSPITAL 403(B) RETIREMENT PLAN
Plan identification number 003

CHINESE HOSPITAL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHINESE HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:CHINESE HOSPITAL
Employer identification number (EIN):940382780
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHINESE HOSPITAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LYDIA MAHR-CHAN
0032016-01-01LYDIA MAHR-CHAN
0032015-01-01LYDIA MAHR-CHAN
0032014-01-01LYDIA CHAN
0032013-01-01LYDIA CHAN

Plan Statistics for CHINESE HOSPITAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CHINESE HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01571
Total number of active participants reported on line 7a of the Form 55002022-01-01623
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01729
Number of participants with account balances2022-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01532
Total number of active participants reported on line 7a of the Form 55002021-01-01470
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01100
Total of all active and inactive participants2021-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01571
Number of participants with account balances2021-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01528
Total number of active participants reported on line 7a of the Form 55002020-01-01441
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01532
Number of participants with account balances2020-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01565
Total number of active participants reported on line 7a of the Form 55002019-01-01452
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01528
Number of participants with account balances2019-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01516
Total number of active participants reported on line 7a of the Form 55002018-01-01501
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01565
Number of participants with account balances2018-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01518
Total number of active participants reported on line 7a of the Form 55002017-01-01463
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01516
Number of participants with account balances2017-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01506
Total number of active participants reported on line 7a of the Form 55002016-01-01482
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01518
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01485
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01506
Number of participants with account balances2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01453
Total number of active participants reported on line 7a of the Form 55002014-01-01458
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01470
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01408
Total number of active participants reported on line 7a of the Form 55002013-01-01444
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01449
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CHINESE HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-928,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,266,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,263,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,329,283
Value of total assets at end of year2022-12-31$30,857,776
Value of total assets at beginning of year2022-12-31$33,053,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,279
Total interest from all sources2022-12-31$110,362
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,564,122
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$1,564,122
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,329,283
Participant contributions at end of year2022-12-31$320,781
Participant contributions at beginning of year2022-12-31$327,739
Assets. Other investments not covered elsewhere at end of year2022-12-31$283,325
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$293,685
Other income not declared elsewhere2022-12-31$-49,127
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$-2,195,423
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,857,776
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,053,199
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$23,932,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,335,707
Interest on participant loans2022-12-31$15,564
Interest earned on other investments2022-12-31$94,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,320,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,096,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,883,145
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,263,639
Contract administrator fees2022-12-31$3,279
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$7,263,675
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,178,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,175,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,271,545
Value of total assets at end of year2021-12-31$33,053,199
Value of total assets at beginning of year2021-12-31$27,967,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,042
Total interest from all sources2021-12-31$100,511
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,335,587
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$2,335,587
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,145,835
Participant contributions at end of year2021-12-31$327,739
Participant contributions at beginning of year2021-12-31$264,106
Assets. Other investments not covered elsewhere at end of year2021-12-31$293,685
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$244,245
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$125,710
Other income not declared elsewhere2021-12-31$36,810
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$5,085,212
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,053,199
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,967,987
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$26,335,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,828,507
Interest on participant loans2021-12-31$12,025
Interest earned on other investments2021-12-31$88,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,096,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,631,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,519,222
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,175,421
Contract administrator fees2021-12-31$3,042
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$6,025,513
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,768,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,766,320
Value of total corrective distributions2020-12-31$343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,169,611
Value of total assets at end of year2020-12-31$27,967,987
Value of total assets at beginning of year2020-12-31$23,711,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,279
Total interest from all sources2020-12-31$128,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$930,763
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$930,763
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,022,928
Participant contributions at end of year2020-12-31$264,106
Participant contributions at beginning of year2020-12-31$181,984
Assets. Other investments not covered elsewhere at end of year2020-12-31$244,245
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$119,458
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$146,683
Other income not declared elsewhere2020-12-31$27,753
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$4,256,571
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,967,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,711,416
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$20,828,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,980,530
Interest on participant loans2020-12-31$13,113
Interest earned on other investments2020-12-31$115,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,631,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,429,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,768,935
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,766,320
Contract administrator fees2020-12-31$2,279
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$6,645,433
Total income from all sources (including contributions)2019-12-31$6,645,433
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,136,355
Total of all expenses incurred2019-12-31$1,136,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,133,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,133,088
Value of total corrective distributions2019-12-31$2,609
Value of total corrective distributions2019-12-31$2,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,985,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,985,936
Value of total assets at end of year2019-12-31$23,711,416
Value of total assets at end of year2019-12-31$23,711,416
Value of total assets at beginning of year2019-12-31$18,202,338
Value of total assets at beginning of year2019-12-31$18,202,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$658
Total interest from all sources2019-12-31$106,207
Total interest from all sources2019-12-31$106,207
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$960,629
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$960,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$960,629
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$960,629
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,982,494
Contributions received from participants2019-12-31$2,982,494
Participant contributions at end of year2019-12-31$181,984
Participant contributions at end of year2019-12-31$181,984
Participant contributions at beginning of year2019-12-31$194,151
Participant contributions at beginning of year2019-12-31$194,151
Assets. Other investments not covered elsewhere at end of year2019-12-31$119,458
Assets. Other investments not covered elsewhere at end of year2019-12-31$119,458
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$89,545
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$89,545
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,442
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,442
Other income not declared elsewhere2019-12-31$5,935
Other income not declared elsewhere2019-12-31$5,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,509,078
Value of net income/loss2019-12-31$5,509,078
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,711,416
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,711,416
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,202,338
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,202,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,980,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,980,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,271,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,271,398
Interest on participant loans2019-12-31$11,326
Interest on participant loans2019-12-31$11,326
Interest earned on other investments2019-12-31$94,881
Interest earned on other investments2019-12-31$94,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,429,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,429,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,647,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,647,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,586,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,586,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,133,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,133,088
Contract administrator fees2019-12-31$658
Contract administrator fees2019-12-31$658
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,308,151
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,583,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,580,829
Expenses. Certain deemed distributions of participant loans2018-12-31$2,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,113,806
Value of total assets at end of year2018-12-31$18,202,338
Value of total assets at beginning of year2018-12-31$17,477,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$613
Total interest from all sources2018-12-31$77,740
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,014,941
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$1,014,941
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,014,934
Participant contributions at end of year2018-12-31$194,151
Participant contributions at beginning of year2018-12-31$110,048
Assets. Other investments not covered elsewhere at end of year2018-12-31$89,545
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$55,762
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$98,872
Other income not declared elsewhere2018-12-31$-2,053
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$724,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,202,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,477,683
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$13,271,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,724,117
Interest on participant loans2018-12-31$10,036
Interest earned on other investments2018-12-31$67,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,647,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,587,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,896,283
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,580,829
Contract administrator fees2018-12-31$613
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 name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$4,949,518
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$739,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$736,322
Value of total corrective distributions2017-12-31$1,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,090,834
Value of total assets at end of year2017-12-31$17,477,683
Value of total assets at beginning of year2017-12-31$13,267,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,192
Total interest from all sources2017-12-31$67,684
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$611,713
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$611,713
Administrative expenses professional fees incurred2017-12-31$804
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,994,517
Participant contributions at end of year2017-12-31$110,048
Participant contributions at beginning of year2017-12-31$49,368
Assets. Other investments not covered elsewhere at end of year2017-12-31$55,762
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$106,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$96,317
Other income not declared elsewhere2017-12-31$7,614
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$4,210,266
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,477,683
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,267,417
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$12,724,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,173,237
Interest on participant loans2017-12-31$2,882
Interest earned on other investments2017-12-31$64,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,587,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,938,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,171,673
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$736,322
Contract administrator fees2017-12-31$388
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 name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841
2016 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$3,958,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$374,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$374,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,095,922
Value of total assets at end of year2016-12-31$13,267,417
Value of total assets at beginning of year2016-12-31$9,683,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$228
Total interest from all sources2016-12-31$52,907
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$319,158
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$319,158
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,997,965
Participant contributions at end of year2016-12-31$49,368
Participant contributions at beginning of year2016-12-31$41,854
Assets. Other investments not covered elsewhere at end of year2016-12-31$106,172
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,054
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,957
Other income not declared elsewhere2016-12-31$-2,618
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$3,583,762
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,267,417
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,683,655
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$9,173,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,774,303
Interest on participant loans2016-12-31$1,956
Interest earned on other investments2016-12-31$50,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,938,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,858,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$493,350
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$374,729
Contract administrator fees2016-12-31$228
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 name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$3,017,056
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$505,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$505,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,018,631
Value of total assets at end of year2015-12-31$9,683,655
Value of total assets at beginning of year2015-12-31$7,172,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$87
Total interest from all sources2015-12-31$36,867
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$366,390
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$366,390
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$2,946,450
Participant contributions at end of year2015-12-31$41,854
Participant contributions at beginning of year2015-12-31$20,042
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,054
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$72,181
Other income not declared elsewhere2015-12-31$-710
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$2,511,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,683,655
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,172,568
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$6,774,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,214,475
Interest on participant loans2015-12-31$1,372
Interest earned on other investments2015-12-31$35,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,858,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,938,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-404,122
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$505,882
Contract administrator fees2015-12-31$87
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2014-12-31$3,257,386
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$134,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,910,821
Value of total assets at end of year2014-12-31$7,172,568
Value of total assets at beginning of year2014-12-31$4,049,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52
Total interest from all sources2014-12-31$24,709
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$236,990
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$236,990
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$2,723,844
Participant contributions at end of year2014-12-31$20,042
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$186,977
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$25,243
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$3,122,760
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,172,568
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,049,808
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$5,214,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,763,192
Interest on participant loans2014-12-31$972
Interest earned on other investments2014-12-31$23,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,938,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,261,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,866
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$134,574
Contract administrator fees2014-12-31$52
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,050,718
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,721,025
Value of total assets at end of year2013-12-31$4,049,808
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37
Total interest from all sources2013-12-31$9,046
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$79,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$79,062
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$2,532,366
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,188,659
Assets. Loans (other than to participants) at end of year2013-12-31$25,243
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,049,808
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,049,808
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,763,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$569
Interest earned on other investments2013-12-31$8,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,261,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$241,585
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$873
Contract administrator fees2013-12-31$37
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318

Form 5500 Responses for CHINESE HOSPITAL 403(B) RETIREMENT PLAN

2022: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHINESE HOSPITAL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,514
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 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?Yes
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 $11,514
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered221
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,293
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 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?Yes
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 $11,293
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered224
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,307
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 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?Yes
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 $12,307
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered216
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,856
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 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?Yes
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 $9,856
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered183
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,442
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 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?Yes
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 $8,442
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893523-007
Policy instance 1
Insurance contract or identification number893523-007
Number of Individuals Covered177
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,212
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 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?Yes
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 $8,212
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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