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SFVCMHC, INC. 403(B) PLAN 401k Plan overview

Plan NameSFVCMHC, INC. 403(B) PLAN
Plan identification number 003

SFVCMHC, INC. 403(B) 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.
  • 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

SAN FERNANDO VALLEY MENTAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:SAN FERNANDO VALLEY MENTAL HEALTH CENTER
Employer identification number (EIN):956194487
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SFVCMHC, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01TIMOTHY RYDER2024-02-08
0032021-07-01TIMOTHY RYDER2023-03-05
0032020-07-01TIMOTHY RYDER2022-03-14
0032019-07-01TIMOTHY RYDER2021-02-14
0032018-07-01TIMOTHY RYDER2020-03-27
0032017-07-01TIMOTHY RYDER2019-04-03
0032016-07-01
0032015-07-01IAN HUNTER
0032014-07-01IAN HUNTER
0032013-07-01IAN HUNTER
0032012-07-01IAN HUNTER
0032011-07-01IAN HUNTER
0032010-07-01IAN HUNTER
0032009-07-01IAN HUNTER IAN HUNTER2011-04-14

Plan Statistics for SFVCMHC, INC. 403(B) PLAN

401k plan membership statisitcs for SFVCMHC, INC. 403(B) PLAN

Measure Date Value
2022: SFVCMHC, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01545
Total number of active participants reported on line 7a of the Form 55002022-07-01404
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01136
Total of all active and inactive participants2022-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01540
Number of participants with account balances2022-07-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0117
2021: SFVCMHC, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01547
Total number of active participants reported on line 7a of the Form 55002021-07-01408
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01136
Total of all active and inactive participants2021-07-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01545
Number of participants with account balances2021-07-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0125
2020: SFVCMHC, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01596
Total number of active participants reported on line 7a of the Form 55002020-07-01440
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01107
Total of all active and inactive participants2020-07-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01547
Number of participants with account balances2020-07-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: SFVCMHC, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01583
Total number of active participants reported on line 7a of the Form 55002019-07-01457
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01138
Total of all active and inactive participants2019-07-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01596
Number of participants with account balances2019-07-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113
2018: SFVCMHC, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01569
Total number of active participants reported on line 7a of the Form 55002018-07-01457
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01125
Total of all active and inactive participants2018-07-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01583
Number of participants with account balances2018-07-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0113
2017: SFVCMHC, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01540
Total number of active participants reported on line 7a of the Form 55002017-07-01448
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01121
Total of all active and inactive participants2017-07-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01569
Number of participants with account balances2017-07-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0114
2016: SFVCMHC, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01552
Total number of active participants reported on line 7a of the Form 55002016-07-01455
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01540
Number of participants with account balances2016-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0121
2015: SFVCMHC, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01501
Total number of active participants reported on line 7a of the Form 55002015-07-01489
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0163
Total of all active and inactive participants2015-07-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01552
Number of participants with account balances2015-07-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0116
2014: SFVCMHC, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01501
Total number of active participants reported on line 7a of the Form 55002014-07-01468
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0156
Total of all active and inactive participants2014-07-01525
Total participants2014-07-01525
Number of participants with account balances2014-07-01361
2013: SFVCMHC, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01502
Total number of active participants reported on line 7a of the Form 55002013-07-01451
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0148
Total of all active and inactive participants2013-07-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01501
Number of participants with account balances2013-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: SFVCMHC, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01489
Total number of active participants reported on line 7a of the Form 55002012-07-01458
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0141
Total of all active and inactive participants2012-07-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01501
Number of participants with account balances2012-07-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: SFVCMHC, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01457
Total number of active participants reported on line 7a of the Form 55002011-07-01458
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0130
Total of all active and inactive participants2011-07-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01489
Number of participants with account balances2011-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: SFVCMHC, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01414
Total number of active participants reported on line 7a of the Form 55002010-07-01426
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0130
Total of all active and inactive participants2010-07-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01457
Number of participants with account balances2010-07-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: SFVCMHC, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01436
Total number of active participants reported on line 7a of the Form 55002009-07-01393
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0120
Total of all active and inactive participants2009-07-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01414
Number of participants with account balances2009-07-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0121

Financial Data on SFVCMHC, INC. 403(B) PLAN

Measure Date Value
2023 : SFVCMHC, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$14,592
Total income from all sources (including contributions)2023-06-30$3,373,824
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,415,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,284,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,460,451
Value of total assets at end of year2023-06-30$19,438,820
Value of total assets at beginning of year2023-06-30$17,494,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$131,293
Total interest from all sources2023-06-30$89,486
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,026,472
Participant contributions at end of year2023-06-30$266,854
Participant contributions at beginning of year2023-06-30$285,248
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$37,979
Total non interest bearing cash at end of year2023-06-30$1
Total non interest bearing cash at beginning of year2023-06-30$14,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,958,487
Value of net assets at end of year (total assets less liabilities)2023-06-30$19,438,820
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$17,480,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$16,217,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$13,792,789
Interest on participant loans2023-06-30$13,978
Interest earned on other investments2023-06-30$75,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$2,954,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,176,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,823,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$396,000
Employer contributions (assets) at beginning of year2023-06-30$226,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,284,044
Contract administrator fees2023-06-30$131,293
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$14,592
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2023-06-30813709413
2022 : SFVCMHC, INC. 403(B) 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$14,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-919,643
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$670,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$532,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,408,425
Value of total assets at end of year2022-06-30$17,494,925
Value of total assets at beginning of year2022-06-30$19,069,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$137,185
Total interest from all sources2022-06-30$78,336
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
Administrative expenses professional fees incurred2022-06-30$137,185
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$930,672
Participant contributions at end of year2022-06-30$285,248
Participant contributions at beginning of year2022-06-30$345,349
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$250,584
Total non interest bearing cash at end of year2022-06-30$14,593
Total non interest bearing cash at beginning of year2022-06-30$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,589,653
Value of net assets at end of year (total assets less liabilities)2022-06-30$17,480,333
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$19,069,986
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$13,792,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$15,720,694
Interest on participant loans2022-06-30$11,369
Interest earned on other investments2022-06-30$66,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,176,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,003,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,406,404
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$227,169
Employer contributions (assets) at end of year2022-06-30$226,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$532,825
Liabilities. Value of benefit claims payable at end of year2022-06-30$14,592
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 name2022-06-30HOFFMAN,SHORT,RUBIN, DEWINTER, SAND
Accountancy firm EIN2022-06-30813709413
2021 : SFVCMHC, INC. 403(B) 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$4,962,261
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,187,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,071,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,293,510
Value of total assets at end of year2021-06-30$19,069,986
Value of total assets at beginning of year2021-06-30$15,295,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$116,459
Total interest from all sources2021-06-30$84,107
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$915,594
Participant contributions at end of year2021-06-30$345,349
Participant contributions at beginning of year2021-06-30$437,871
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$132,752
Total non interest bearing cash at end of year2021-06-30$4
Total non interest bearing cash at beginning of year2021-06-30$230,801
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$3,774,265
Value of net assets at end of year (total assets less liabilities)2021-06-30$19,069,986
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$15,295,721
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$15,720,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$11,576,667
Interest on participant loans2021-06-30$16,129
Interest earned on other investments2021-06-30$67,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,003,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,050,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,584,644
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$245,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,071,537
Contract administrator fees2021-06-30$116,459
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 name2021-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2021-06-30813709413
2020 : SFVCMHC, INC. 403(B) 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$22,043
Total income from all sources (including contributions)2020-06-30$1,741,236
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$957,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$853,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,088,015
Value of total assets at end of year2020-06-30$15,295,721
Value of total assets at beginning of year2020-06-30$14,533,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$103,159
Total interest from all sources2020-06-30$99,173
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$791,519
Participant contributions at end of year2020-06-30$437,871
Participant contributions at beginning of year2020-06-30$493,427
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$59,831
Liabilities. Value of operating payables at beginning of year2020-06-30$300
Total non interest bearing cash at end of year2020-06-30$230,801
Total non interest bearing cash at beginning of year2020-06-30$2
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$784,083
Value of net assets at end of year (total assets less liabilities)2020-06-30$15,295,721
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$14,511,638
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$11,576,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$10,969,382
Interest on participant loans2020-06-30$21,755
Interest earned on other investments2020-06-30$77,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,050,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,070,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$554,048
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$236,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$853,994
Contract administrator fees2020-06-30$103,159
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$20,543
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
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$1,200
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 name2020-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2020-06-30813709413
2019 : SFVCMHC, INC. 403(B) 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$22,043
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$1,869,376
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$959,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$861,017
Expenses. Certain deemed distributions of participant loans2019-06-30$1,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,056,665
Value of total assets at end of year2019-06-30$14,533,681
Value of total assets at beginning of year2019-06-30$13,602,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$96,989
Total interest from all sources2019-06-30$92,740
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$809,308
Participant contributions at end of year2019-06-30$493,427
Participant contributions at beginning of year2019-06-30$484,068
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$21,579
Liabilities. Value of operating payables at end of year2019-06-30$300
Total non interest bearing cash at end of year2019-06-30$2
Total non interest bearing cash at beginning of year2019-06-30$3
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$909,630
Value of net assets at end of year (total assets less liabilities)2019-06-30$14,511,638
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,602,008
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$10,969,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$11,001,963
Interest on participant loans2019-06-30$20,571
Interest earned on other investments2019-06-30$72,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,070,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,115,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$719,971
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$225,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$861,017
Contract administrator fees2019-06-30$96,989
Liabilities. Value of benefit claims payable at end of year2019-06-30$20,543
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
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$1,200
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 name2019-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2019-06-30813709413
2018 : SFVCMHC, INC. 403(B) 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$2,160,451
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,604,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,508,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,169,642
Value of total assets at end of year2018-06-30$13,602,008
Value of total assets at beginning of year2018-06-30$13,046,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$95,581
Total interest from all sources2018-06-30$66,128
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$865,090
Participant contributions at end of year2018-06-30$484,068
Participant contributions at beginning of year2018-06-30$433,001
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$79,612
Total non interest bearing cash at end of year2018-06-30$3
Total non interest bearing cash at beginning of year2018-06-30$3
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$555,879
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,602,008
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,046,129
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$11,001,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$10,611,451
Interest on participant loans2018-06-30$18,419
Interest earned on other investments2018-06-30$47,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,115,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,001,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$924,681
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$224,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,508,991
Contract administrator fees2018-06-30$95,581
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 name2018-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2018-06-30813709413
2017 : SFVCMHC, INC. 403(B) 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$2,303,722
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$971,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$882,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,097,275
Value of total assets at end of year2017-06-30$13,046,129
Value of total assets at beginning of year2017-06-30$11,714,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$89,419
Total interest from all sources2017-06-30$59,579
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$846,069
Participant contributions at end of year2017-06-30$433,001
Participant contributions at beginning of year2017-06-30$356,497
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$26,259
Total non interest bearing cash at end of year2017-06-30$3
Total non interest bearing cash at beginning of year2017-06-30$143
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$1,331,936
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,046,129
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,714,193
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$10,611,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$9,308,684
Interest on participant loans2017-06-30$13,240
Interest earned on other investments2017-06-30$46,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,001,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,048,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,146,868
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$224,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$882,367
Contract administrator fees2017-06-30$89,419
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 name2017-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2017-06-30813709413
2016 : SFVCMHC, INC. 403(B) 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$2,080,657
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$534,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$509,803
Expenses. Certain deemed distributions of participant loans2016-06-30$-5,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,044,203
Value of total assets at end of year2016-06-30$11,714,193
Value of total assets at beginning of year2016-06-30$10,167,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$30,362
Total interest from all sources2016-06-30$40,756
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 period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$881,807
Participant contributions at end of year2016-06-30$356,497
Participant contributions at beginning of year2016-06-30$232,535
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$903,180
Total non interest bearing cash at end of year2016-06-30$143
Total non interest bearing cash at beginning of year2016-06-30$6,765
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$1,546,406
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,714,193
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,167,787
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
Investment advisory and management fees2016-06-30$6,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,308,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,313,886
Interest on participant loans2016-06-30$11,183
Interest earned on other investments2016-06-30$29,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,048,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,614,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-4,302
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$259,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$509,803
Contract administrator fees2016-06-30$23,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
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 name2016-06-30HOFFMAN,SHORT,RUBIN,DEWINTER,SANDER
Accountancy firm EIN2016-06-30813709413
2015 : SFVCMHC, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,381,410
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$552,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$513,690
Expenses. Certain deemed distributions of participant loans2015-06-30$5,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,064,517
Value of total assets at end of year2015-06-30$10,167,787
Value of total assets at beginning of year2015-06-30$9,339,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,036
Total interest from all sources2015-06-30$26,096
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
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 period2015-06-30No
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$812,136
Participant contributions at end of year2015-06-30$232,535
Participant contributions at beginning of year2015-06-30$240,692
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$27,628
Total non interest bearing cash at end of year2015-06-30$6,765
Total non interest bearing cash at beginning of year2015-06-30$8,051
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$828,770
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,167,787
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,339,017
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 registered invesment companies (eg mutual funds) at end of year2015-06-30$8,313,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$7,480,754
Interest on participant loans2015-06-30$9,132
Interest earned on other investments2015-06-30$16,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,614,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,609,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$290,797
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$224,753
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$513,690
Contract administrator fees2015-06-30$33,036
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 name2015-06-30FORMAN RICHTER & RUBIN AN ACCT CORP
Accountancy firm EIN2015-06-30953254558
2014 : SFVCMHC, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$2,150,386
Total of all expenses incurred2014-06-30$577,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$551,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,017,999
Value of total assets at end of year2014-06-30$9,339,017
Value of total assets at beginning of year2014-06-30$7,766,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$26,030
Total interest from all sources2014-06-30$10,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
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$792,504
Participant contributions at end of year2014-06-30$240,692
Participant contributions at beginning of year2014-06-30$242,442
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$15,713
Total non interest bearing cash at end of year2014-06-30$8,051
Total non interest bearing cash at beginning of year2014-06-30$7,134
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$1,572,856
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,339,017
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,766,161
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$7,480,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,732,584
Interest on participant loans2014-06-30$10,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,609,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,666,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,121,651
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 contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$209,782
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$117,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$551,500
Contract administrator fees2014-06-30$26,030
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 name2014-06-30FORMAN RICHTER & RUBIN AN ACCT CORP
Accountancy firm EIN2014-06-30953254558
2013 : SFVCMHC, INC. 403(B) 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$1,570,102
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$364,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$341,438
Value of total corrective distributions2013-06-30$503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$906,382
Value of total assets at end of year2013-06-30$7,766,161
Value of total assets at beginning of year2013-06-30$6,560,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,283
Total interest from all sources2013-06-30$10,078
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$771,502
Participant contributions at end of year2013-06-30$242,442
Participant contributions at beginning of year2013-06-30$233,242
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$35,562
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$13,994
Total non interest bearing cash at end of year2013-06-30$7,134
Total non interest bearing cash at beginning of year2013-06-30$656
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$1,205,878
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,766,161
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,560,283
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
Investment advisory and management fees2013-06-30$16,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,732,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,071,954
Interest on participant loans2013-06-30$10,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,666,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$653,642
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$120,886
Employer contributions (assets) at end of year2013-06-30$117,136
Employer contributions (assets) at beginning of year2013-06-30$218,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$341,438
Contract administrator fees2013-06-30$6,014
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 name2013-06-30FORMAN RICHTER & RUBIN,AN ACCT CORP
Accountancy firm EIN2013-06-30953254558
2012 : SFVCMHC, INC. 403(B) 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$1,180,107
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$318,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$299,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,156,807
Value of total assets at end of year2012-06-30$6,560,283
Value of total assets at beginning of year2012-06-30$5,698,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$19,427
Total interest from all sources2012-06-30$7,903
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$858,458
Participant contributions at end of year2012-06-30$233,242
Participant contributions at beginning of year2012-06-30$155,599
Participant contributions at end of year2012-06-30$35,562
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$79,480
Total non interest bearing cash at end of year2012-06-30$656
Total non interest bearing cash at beginning of year2012-06-30$0
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$861,443
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,560,283
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,698,840
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
Investment advisory and management fees2012-06-30$12,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,071,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,443,189
Interest on participant loans2012-06-30$7,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,100,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,100,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$15,397
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 contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$218,869
Employer contributions (assets) at end of year2012-06-30$218,869
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$299,237
Contract administrator fees2012-06-30$6,470
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 name2012-06-30FORMAN RICHTER & RUBIN,AN ACCT CORP
Accountancy firm EIN2012-06-30953254558
2011 : SFVCMHC, INC. 403(B) 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$1,942,342
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$161,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$143,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,292,892
Value of total assets at end of year2011-06-30$5,698,840
Value of total assets at beginning of year2011-06-30$3,918,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$17,773
Total interest from all sources2011-06-30$39,581
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 period2011-06-30Yes
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$715,191
Participant contributions at end of year2011-06-30$155,599
Participant contributions at beginning of year2011-06-30$145,998
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$454,258
Administrative expenses (other) incurred2011-06-30$125
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$1,780,620
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,698,840
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,918,220
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
Investment advisory and management fees2011-06-30$8,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,443,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,641,646
Interest on participant loans2011-06-30$6,352
Interest earned on other investments2011-06-30$33,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,100,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,130,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$609,869
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 contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$123,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$143,949
Contract administrator fees2011-06-30$9,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
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 name2011-06-30CHU & ASSOCIATES, CPAS
Accountancy firm EIN2011-06-30954066623
2010 : SFVCMHC, INC. 403(B) 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 SFVCMHC, INC. 403(B) PLAN

2022: SFVCMHC, INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SFVCMHC, INC. 403(B) 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 funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SFVCMHC, INC. 403(B) 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 funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SFVCMHC, INC. 403(B) 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 funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SFVCMHC, INC. 403(B) 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 funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SFVCMHC, INC. 403(B) 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
2017-07-01Plan benefit arrangement - TrustYes
2016: SFVCMHC, INC. 403(B) 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
2016-07-01Plan benefit arrangement - TrustYes
2015: SFVCMHC, INC. 403(B) 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
2015-07-01Plan benefit arrangement - TrustYes
2014: SFVCMHC, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
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: SFVCMHC, INC. 403(B) 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: SFVCMHC, INC. 403(B) 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: SFVCMHC, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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: SFVCMHC, INC. 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
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: SFVCMHC, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered540
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered545
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered547
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered596
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered583
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered569
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809950
Policy instance 1
Insurance contract or identification number809950
Number of Individuals Covered552
Insurance policy start date2015-10-02
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 2
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-10-01
Total amount of commissions paid to insurance brokerUSD $1,172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?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 $1,172
Insurance broker organization code?4
Insurance broker nameINDEPENDENT FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 1
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered361
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,338
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $5,338
Insurance broker organization code?4
Insurance broker nameINDEPENDENT FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 1
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered327
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,601
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,601
Insurance broker organization code?4
Insurance broker nameINDEPENDENT FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 1
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered302
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,758
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $4,758
Insurance broker organization code?4
Insurance broker nameINDEPENDENT FINANCIAL GROUP INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 1
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered297
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $15,042
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610125
Policy instance 2
Insurance contract or identification number610125
Number of Individuals Covered101
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,235
Total amount of fees paid to insurance companyUSD $725
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60572-1
Policy instance 1
Insurance contract or identification numberMR 60572-1
Number of Individuals Covered282
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,872
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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