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JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

JWCH INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:JWCH INSTITUTE, INC.
Employer identification number (EIN):952289916
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about JWCH INSTITUTE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1960-10-04
Company Identification Number: C0403359
Legal Registered Office Address: 5650 Jillson Street

Commerce
United States of America (USA)
90040

More information about JWCH INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01JEANNE LAM JEANNE LAM2018-04-17
0022015-07-01JEANNE LAM JEANNE LAM2017-04-18
0022014-07-01JEANNE LAM
0022014-07-01JEANNE LAM
0022013-07-01JEANNE LAM
0022012-07-01JEANNE LAM JEANNE LAM2014-04-15
0022011-07-01JEANNE LAM
0022010-07-01JEANNE LAM
0022009-07-01JEANNE LAM
0022009-07-01JEANNE LAM
0022009-07-01JEANNE LAM
0022009-07-01AL BALLESTEROS

Plan Statistics for JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,365
Total number of active participants reported on line 7a of the Form 55002021-07-01924
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01596
Total of all active and inactive participants2021-07-011,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-011,527
Number of participants with account balances2021-07-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01144
2020: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,254
Total number of active participants reported on line 7a of the Form 55002020-07-01833
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01518
Total of all active and inactive participants2020-07-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0114
Total participants2020-07-011,365
Number of participants with account balances2020-07-011,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01130
2019: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,159
Total number of active participants reported on line 7a of the Form 55002019-07-01868
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01378
Total of all active and inactive participants2019-07-011,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-018
Total participants2019-07-011,254
Number of participants with account balances2019-07-011,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01110
2018: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01885
Total number of active participants reported on line 7a of the Form 55002018-07-01848
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01299
Total of all active and inactive participants2018-07-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-011,159
Number of participants with account balances2018-07-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0158
2017: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01795
Total number of active participants reported on line 7a of the Form 55002017-07-01599
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01277
Total of all active and inactive participants2017-07-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-019
Total participants2017-07-01885
Number of participants with account balances2017-07-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0187
2016: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01706
Total number of active participants reported on line 7a of the Form 55002016-07-01523
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01267
Total of all active and inactive participants2016-07-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01795
Number of participants with account balances2016-07-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01121
2015: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01671
Total number of active participants reported on line 7a of the Form 55002015-07-01455
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01244
Total of all active and inactive participants2015-07-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-017
Total participants2015-07-01706
Number of participants with account balances2015-07-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0188
2014: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01455
Total number of active participants reported on line 7a of the Form 55002014-07-01426
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01245
Total of all active and inactive participants2014-07-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01671
Number of participants with account balances2014-07-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
2013: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01446
Total number of active participants reported on line 7a of the Form 55002013-07-01303
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01199
Total of all active and inactive participants2013-07-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01502
Number of participants with account balances2013-07-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01303
Total number of active participants reported on line 7a of the Form 55002012-07-01303
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01141
Total of all active and inactive participants2012-07-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01446
Number of participants with account balances2012-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0124
2011: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01321
Total number of active participants reported on line 7a of the Form 55002011-07-01303
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01303
Number of participants with account balances2011-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01491
Total number of active participants reported on line 7a of the Form 55002010-07-01321
Number of retired or separated participants receiving benefits2010-07-013
Number of other retired or separated participants entitled to future benefits2010-07-0190
Total of all active and inactive participants2010-07-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01415
Number of participants with account balances2010-07-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01292
Total number of active participants reported on line 7a of the Form 55002009-07-01290
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0192
Total of all active and inactive participants2009-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01385
Number of participants with account balances2009-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$376,421
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$740,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$680,704
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,735,461
Value of total assets at end of year2022-06-30$24,787,660
Value of total assets at beginning of year2022-06-30$25,151,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$59,841
Total interest from all sources2022-06-30$44,766
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,148,864
Participant contributions at end of year2022-06-30$718,168
Participant contributions at beginning of year2022-06-30$611,978
Participant contributions at end of year2022-06-30$460
Participant contributions at beginning of year2022-06-30$437
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$187,373
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$59,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-364,124
Value of net assets at end of year (total assets less liabilities)2022-06-30$24,787,660
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$25,151,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,739,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$22,739,381
Interest on participant loans2022-06-30$30,673
Interest earned on other investments2022-06-30$14,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,036,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,791,143
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-3,403,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,399,224
Employer contributions (assets) at end of year2022-06-30$292,744
Employer contributions (assets) at beginning of year2022-06-30$8,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$680,704
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2022-06-30330700332
2021 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$8,678,501
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,364,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,278,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,561,799
Value of total assets at end of year2021-06-30$25,151,784
Value of total assets at beginning of year2021-06-30$17,838,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$86,647
Total interest from all sources2021-06-30$47,888
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,910,425
Participant contributions at end of year2021-06-30$611,978
Participant contributions at beginning of year2021-06-30$558,085
Participant contributions at end of year2021-06-30$437
Participant contributions at beginning of year2021-06-30$66,580
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$507,360
Other income not declared elsewhere2021-06-30$15,643
Administrative expenses (other) incurred2021-06-30$86,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,313,687
Value of net assets at end of year (total assets less liabilities)2021-06-30$25,151,784
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,838,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$22,739,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,150,410
Interest on participant loans2021-06-30$30,191
Interest earned on other investments2021-06-30$17,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,791,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,737,759
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$5,053,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,144,014
Employer contributions (assets) at end of year2021-06-30$8,845
Employer contributions (assets) at beginning of year2021-06-30$325,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,278,167
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2021-06-30330700332
2020 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,672,859
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$615,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$589,721
Expenses. Certain deemed distributions of participant loans2020-06-30$2,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,282,220
Value of total assets at end of year2020-06-30$17,838,097
Value of total assets at beginning of year2020-06-30$14,780,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$23,080
Total interest from all sources2020-06-30$41,450
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,628,796
Participant contributions at end of year2020-06-30$558,085
Participant contributions at beginning of year2020-06-30$424,367
Participant contributions at end of year2020-06-30$66,580
Participant contributions at beginning of year2020-06-30$128,059
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$624,884
Other income not declared elsewhere2020-06-30$74
Administrative expenses (other) incurred2020-06-30$23,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,057,550
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,838,097
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$14,780,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,150,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$13,038,627
Interest on participant loans2020-06-30$25,501
Interest earned on other investments2020-06-30$15,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,737,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$955,930
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$349,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,028,540
Employer contributions (assets) at end of year2020-06-30$325,263
Employer contributions (assets) at beginning of year2020-06-30$233,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$589,721
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2020-06-30330700332
2019 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,817,489
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$392,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$311,661
Expenses. Certain deemed distributions of participant loans2019-06-30$3,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,143,832
Value of total assets at end of year2019-06-30$14,780,547
Value of total assets at beginning of year2019-06-30$12,355,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$77,521
Total interest from all sources2019-06-30$33,066
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,245,772
Participant contributions at end of year2019-06-30$424,367
Participant contributions at beginning of year2019-06-30$392,384
Participant contributions at end of year2019-06-30$128,059
Participant contributions at beginning of year2019-06-30$98,739
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$11,123
Other income not declared elsewhere2019-06-30$8,136
Administrative expenses (other) incurred2019-06-30$77,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,425,059
Value of net assets at end of year (total assets less liabilities)2019-06-30$14,780,547
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,355,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$13,038,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$10,775,007
Interest on participant loans2019-06-30$20,344
Interest earned on other investments2019-06-30$12,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$955,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$919,012
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$632,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$886,937
Employer contributions (assets) at end of year2019-06-30$233,564
Employer contributions (assets) at beginning of year2019-06-30$170,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$311,661
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2019-06-30330700332
2018 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,550,159
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$484,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$419,450
Expenses. Certain deemed distributions of participant loans2018-06-30$7,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,672,351
Value of total assets at end of year2018-06-30$12,355,488
Value of total assets at beginning of year2018-06-30$10,289,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$57,542
Total interest from all sources2018-06-30$25,441
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,100,743
Participant contributions at end of year2018-06-30$392,384
Participant contributions at beginning of year2018-06-30$401,865
Participant contributions at end of year2018-06-30$98,739
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$43,093
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$18,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$18,754
Administrative expenses (other) incurred2018-06-30$57,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,066,050
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,355,488
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,289,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$10,775,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,989,368
Interest on participant loans2018-06-30$17,677
Interest earned on other investments2018-06-30$7,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$919,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$726,567
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$852,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$528,515
Employer contributions (assets) at end of year2018-06-30$170,346
Employer contributions (assets) at beginning of year2018-06-30$152,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$400,696
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2018-06-30330700332
2017 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,704,716
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$624,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$582,162
Expenses. Certain deemed distributions of participant loans2017-06-30$1,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,677,420
Value of total assets at end of year2017-06-30$10,289,438
Value of total assets at beginning of year2017-06-30$8,209,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$41,723
Total interest from all sources2017-06-30$19,480
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$942,088
Participant contributions at end of year2017-06-30$401,865
Participant contributions at beginning of year2017-06-30$305,044
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$194,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$18,754
Other income not declared elsewhere2017-06-30$5,343
Administrative expenses (other) incurred2017-06-30$41,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,079,812
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,289,438
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,209,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,989,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,079,956
Interest on participant loans2017-06-30$11,945
Interest earned on other investments2017-06-30$7,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$726,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$723,251
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,002,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$541,045
Employer contributions (assets) at end of year2017-06-30$152,884
Employer contributions (assets) at beginning of year2017-06-30$101,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$582,162
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2017-06-30330700332
2016 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,580,361
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$817,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$809,047
Expenses. Certain deemed distributions of participant loans2016-06-30$1,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,503,099
Value of total assets at end of year2016-06-30$8,209,626
Value of total assets at beginning of year2016-06-30$7,447,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,699
Total interest from all sources2016-06-30$19,101
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$782,705
Participant contributions at end of year2016-06-30$305,044
Participant contributions at beginning of year2016-06-30$331,594
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$264,442
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$7,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$762,596
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,209,626
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,447,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,079,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$12,596
Interest earned on other investments2016-06-30$6,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$6,728,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$6,728,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$723,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$58,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$455,952
Employer contributions (assets) at end of year2016-06-30$101,375
Employer contributions (assets) at beginning of year2016-06-30$386,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$809,047
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2016-06-30330700332
2015 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$548,957
Total of all expenses incurred2015-06-30$542,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$509,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$326,333
Value of total assets at end of year2015-06-30$7,057,360
Value of total assets at beginning of year2015-06-30$7,050,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$32,795
Total interest from all sources2015-06-30$9,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$307,027
Participant contributions at end of year2015-06-30$331,594
Participant contributions at beginning of year2015-06-30$305,022
Participant contributions at beginning of year2015-06-30$19,954
Other income not declared elsewhere2015-06-30$22,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$6,516
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,057,360
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,050,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,269,554
Income. Interest from loans (other than to participants)2015-06-30$9,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$6,725,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$359,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$359,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,716,558
Net investment gain/loss from pooled separate accounts2015-06-30$190,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$19,306
Employer contributions (assets) at end of year2015-06-30$386,679
Employer contributions (assets) at beginning of year2015-06-30$379,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$509,646
Contract administrator fees2015-06-30$32,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30VASQUEZ & COMPANY LLC
Accountancy firm EIN2015-06-30330700332
2014 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,292,580
Total of all expenses incurred2014-06-30$378,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$346,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$732,968
Value of total assets at end of year2014-06-30$7,050,844
Value of total assets at beginning of year2014-06-30$6,136,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$31,666
Total interest from all sources2014-06-30$14,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$3,490
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$353,052
Participant contributions at end of year2014-06-30$305,022
Participant contributions at beginning of year2014-06-30$357,835
Participant contributions at end of year2014-06-30$19,954
Participant contributions at beginning of year2014-06-30$11,950
Other income not declared elsewhere2014-06-30$38,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$914,469
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,050,844
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,136,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$28,176
Value of interest in pooled separate accounts at end of year2014-06-30$3,269,554
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,534,178
Interest earned on other investments2014-06-30$14,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$359,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,716,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,872,629
Net investment gain/loss from pooled separate accounts2014-06-30$506,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$379,916
Employer contributions (assets) at end of year2014-06-30$379,916
Employer contributions (assets) at beginning of year2014-06-30$359,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$346,445
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2014-06-30953683803
2013 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$996,423
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$362,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$332,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$642,789
Value of total assets at end of year2013-06-30$6,136,375
Value of total assets at beginning of year2013-06-30$5,502,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$29,919
Total interest from all sources2013-06-30$10,619
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$283,006
Participant contributions at end of year2013-06-30$357,835
Participant contributions at beginning of year2013-06-30$209,673
Participant contributions at end of year2013-06-30$11,950
Participant contributions at beginning of year2013-06-30$11,874
Other income not declared elsewhere2013-06-30$40,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$634,299
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,136,375
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,502,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$2,534,178
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,088,436
Interest on participant loans2013-06-30$10,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,872,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,541,339
Net investment gain/loss from pooled separate accounts2013-06-30$302,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$359,783
Employer contributions (assets) at end of year2013-06-30$359,783
Employer contributions (assets) at beginning of year2013-06-30$650,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$332,205
Contract administrator fees2013-06-30$29,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2013-06-30953683803
2012 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$593,976
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$187,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$154,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$539,192
Value of total assets at end of year2012-06-30$5,502,076
Value of total assets at beginning of year2012-06-30$5,095,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$33,211
Total interest from all sources2012-06-30$8,642
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$316,719
Participant contributions at end of year2012-06-30$209,673
Participant contributions at beginning of year2012-06-30$206,290
Participant contributions at end of year2012-06-30$11,874
Participant contributions at beginning of year2012-06-30$25,603
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,193
Other income not declared elsewhere2012-06-30$50,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$406,310
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,502,076
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,095,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,088,436
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,004,929
Interest on participant loans2012-06-30$8,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,541,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,429,470
Net investment gain/loss from pooled separate accounts2012-06-30$-4,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$221,280
Employer contributions (assets) at end of year2012-06-30$650,754
Employer contributions (assets) at beginning of year2012-06-30$429,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$154,455
Contract administrator fees2012-06-30$33,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2012-06-30953683803
2011 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,216,855
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$323,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$301,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$810,140
Value of total assets at end of year2011-06-30$5,095,766
Value of total assets at beginning of year2011-06-30$4,202,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$22,407
Total interest from all sources2011-06-30$7,807
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$353,676
Participant contributions at end of year2011-06-30$206,290
Participant contributions at beginning of year2011-06-30$134,474
Participant contributions at end of year2011-06-30$25,603
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$26,990
Other income not declared elsewhere2011-06-30$53,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$893,137
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,095,766
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,202,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$2,004,929
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,425,381
Interest on participant loans2011-06-30$7,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,429,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,071,522
Net investment gain/loss from pooled separate accounts2011-06-30$345,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$429,474
Employer contributions (assets) at end of year2011-06-30$429,474
Employer contributions (assets) at beginning of year2011-06-30$571,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$301,311
Contract administrator fees2011-06-30$22,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SIMPSON AND SIMPSON CPAS
Accountancy firm EIN2011-06-30953683803
2010 : JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

2021: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JWCH INSTITUTE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059557C
Policy instance 1
Insurance contract or identification number059557C
Number of Individuals Covered1527
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,600
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8600
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059557C
Policy instance 1
Insurance contract or identification number059557C
Number of Individuals Covered1365
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,600
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8600
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059557C
Policy instance 1
Insurance contract or identification number059557C
Number of Individuals Covered1254
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,815
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6815
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059557C
Policy instance 1
Insurance contract or identification number059557C
Number of Individuals Covered1159
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,171
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7171
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059557C
Policy instance 1
Insurance contract or identification number059557C
Number of Individuals Covered885
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,461
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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