?>
Logo

SANSUM CLINIC MATCH PLAN 401k Plan overview

Plan NameSANSUM CLINIC MATCH PLAN
Plan identification number 001

SANSUM CLINIC MATCH 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANSUM CLINIC has sponsored the creation of one or more 401k plans.

Company Name:SANSUM CLINIC
Employer identification number (EIN):956419205
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SANSUM CLINIC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0653534

More information about SANSUM CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANSUM CLINIC MATCH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01REBECCA SHIPLEY
0012023-01-01
0012023-01-01ALEX BAUER
0012022-01-01
0012022-01-01ALEX BAUER
0012021-01-01
0012021-01-01ALEX BAUER
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01ALEX BAUER
0012016-01-01ALEX BAUER
0012015-01-01ALEX BAUER
0012014-01-01CHAD HINE
0012013-01-01CHAD HINE
0012012-01-01CHAD HINE
0012009-01-01CHAD HINE

Plan Statistics for SANSUM CLINIC MATCH PLAN

401k plan membership statisitcs for SANSUM CLINIC MATCH PLAN

Measure Date Value
2023: SANSUM CLINIC MATCH PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,686
Total number of active participants reported on line 7a of the Form 55002023-01-011,180
Number of retired or separated participants receiving benefits2023-01-0143
Number of other retired or separated participants entitled to future benefits2023-01-01400
Total of all active and inactive participants2023-01-011,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,623
Number of participants with account balances2023-01-011,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SANSUM CLINIC MATCH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,902
Total number of active participants reported on line 7a of the Form 55002022-01-011,270
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-01377
Total of all active and inactive participants2022-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,686
Number of participants with account balances2022-01-011,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SANSUM CLINIC MATCH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,728
Total number of active participants reported on line 7a of the Form 55002021-01-011,291
Number of retired or separated participants receiving benefits2021-01-01176
Number of other retired or separated participants entitled to future benefits2021-01-01435
Total of all active and inactive participants2021-01-011,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,902
Number of participants with account balances2021-01-011,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SANSUM CLINIC MATCH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,548
Total number of active participants reported on line 7a of the Form 55002020-01-011,255
Number of retired or separated participants receiving benefits2020-01-01113
Number of other retired or separated participants entitled to future benefits2020-01-01360
Total of all active and inactive participants2020-01-011,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,728
Number of participants with account balances2020-01-011,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SANSUM CLINIC MATCH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,441
Total number of active participants reported on line 7a of the Form 55002019-01-011,212
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,259
Number of participants with account balances2019-01-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SANSUM CLINIC MATCH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,416
Total number of active participants reported on line 7a of the Form 55002018-01-011,123
Number of retired or separated participants receiving benefits2018-01-0140
Number of other retired or separated participants entitled to future benefits2018-01-01278
Total of all active and inactive participants2018-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,441
Number of participants with account balances2018-01-011,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SANSUM CLINIC MATCH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,310
Total number of active participants reported on line 7a of the Form 55002017-01-011,168
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,346
Number of participants with account balances2017-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SANSUM CLINIC MATCH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,216
Total number of active participants reported on line 7a of the Form 55002016-01-011,132
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01164
Total of all active and inactive participants2016-01-011,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,310
Number of participants with account balances2016-01-011,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SANSUM CLINIC MATCH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,166
Total number of active participants reported on line 7a of the Form 55002015-01-011,083
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-011,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,216
Number of participants with account balances2015-01-011,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SANSUM CLINIC MATCH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,136
Total number of active participants reported on line 7a of the Form 55002014-01-011,039
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,166
Number of participants with account balances2014-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SANSUM CLINIC MATCH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,320
Total number of active participants reported on line 7a of the Form 55002013-01-011,001
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01124
Total of all active and inactive participants2013-01-011,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,136
Number of participants with account balances2013-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SANSUM CLINIC MATCH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,277
Total number of active participants reported on line 7a of the Form 55002012-01-011,179
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-011,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,320
Number of participants with account balances2012-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: SANSUM CLINIC MATCH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,286
Total number of active participants reported on line 7a of the Form 55002009-01-011,037
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01186
Total of all active and inactive participants2009-01-011,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,223
Number of participants with account balances2009-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SANSUM CLINIC MATCH PLAN

Measure Date Value
2023 : SANSUM CLINIC MATCH PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$13,209,592
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,373,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,240,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,076,170
Value of total assets at end of year2023-12-31$67,128,500
Value of total assets at beginning of year2023-12-31$60,292,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$132,863
Total interest from all sources2023-12-31$455,849
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,932,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,932,165
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,161,277
Participant contributions at end of year2023-12-31$1,705,863
Participant contributions at beginning of year2023-12-31$1,636,041
Participant contributions at end of year2023-12-31$151,144
Participant contributions at beginning of year2023-12-31$156,077
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$315,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,836,403
Value of net assets at end of year (total assets less liabilities)2023-12-31$67,128,500
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$60,292,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$4,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$53,025,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$45,757,954
Value of interest in pooled separate accounts at end of year2023-12-31$779
Value of interest in pooled separate accounts at beginning of year2023-12-31$575
Interest on participant loans2023-12-31$87,461
Interest earned on other investments2023-12-31$368,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,125,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$12,570,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,745,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,599,784
Employer contributions (assets) at end of year2023-12-31$120,049
Employer contributions (assets) at beginning of year2023-12-31$170,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,240,326
Contract administrator fees2023-12-31$128,631
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$13,209,592
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$6,373,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$6,240,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,076,170
Value of total assets at end of year2023-01-01$67,128,500
Value of total assets at beginning of year2023-01-01$60,292,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$132,863
Total interest from all sources2023-01-01$455,849
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,932,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,932,165
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,161,277
Participant contributions at end of year2023-01-01$1,705,863
Participant contributions at beginning of year2023-01-01$1,636,041
Participant contributions at end of year2023-01-01$151,144
Participant contributions at beginning of year2023-01-01$156,077
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$315,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$6,836,403
Value of net assets at end of year (total assets less liabilities)2023-01-01$67,128,500
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$60,292,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$4,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$53,025,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$45,757,954
Value of interest in pooled separate accounts at end of year2023-01-01$779
Value of interest in pooled separate accounts at beginning of year2023-01-01$575
Interest on participant loans2023-01-01$87,461
Interest earned on other investments2023-01-01$368,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$12,125,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$12,570,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,745,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,599,784
Employer contributions (assets) at end of year2023-01-01$120,049
Employer contributions (assets) at beginning of year2023-01-01$170,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$6,240,326
Contract administrator fees2023-01-01$128,631
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : SANSUM CLINIC MATCH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,500,868
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,839,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,711,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,772,908
Value of total assets at end of year2022-12-31$60,292,097
Value of total assets at beginning of year2022-12-31$67,632,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,495
Total interest from all sources2022-12-31$467,096
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,537,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,537,125
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,147,282
Participant contributions at end of year2022-12-31$1,636,041
Participant contributions at beginning of year2022-12-31$1,589,703
Participant contributions at end of year2022-12-31$156,077
Participant contributions at beginning of year2022-12-31$144,145
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,418
Other income not declared elsewhere2022-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,340,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,292,097
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,632,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,757,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,152,282
Value of interest in pooled separate accounts at end of year2022-12-31$575
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$76,069
Interest earned on other investments2022-12-31$391,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,570,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,572,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,282,990
Net investment gain/loss from pooled separate accounts2022-12-31$-7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,595,208
Employer contributions (assets) at end of year2022-12-31$170,662
Employer contributions (assets) at beginning of year2022-12-31$173,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,711,665
Contract administrator fees2022-12-31$123,379
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,500,868
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,839,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,711,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,772,908
Value of total assets at end of year2022-01-01$60,292,097
Value of total assets at beginning of year2022-01-01$67,632,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$127,495
Total interest from all sources2022-01-01$467,096
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,537,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,537,125
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,147,282
Participant contributions at end of year2022-01-01$1,636,041
Participant contributions at beginning of year2022-01-01$1,589,703
Participant contributions at end of year2022-01-01$156,077
Participant contributions at beginning of year2022-01-01$144,145
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$30,418
Other income not declared elsewhere2022-01-01$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-7,340,028
Value of net assets at end of year (total assets less liabilities)2022-01-01$60,292,097
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$67,632,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$4,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$45,757,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$52,152,282
Value of interest in pooled separate accounts at end of year2022-01-01$575
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$76,069
Interest earned on other investments2022-01-01$391,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$12,570,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$13,572,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-10,282,990
Net investment gain/loss from pooled separate accounts2022-01-01$-7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,595,208
Employer contributions (assets) at end of year2022-01-01$170,662
Employer contributions (assets) at beginning of year2022-01-01$173,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,711,665
Contract administrator fees2022-01-01$123,379
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : SANSUM CLINIC MATCH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,970,495
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,744,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,610,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,350,377
Value of total assets at end of year2021-12-31$67,632,125
Value of total assets at beginning of year2021-12-31$60,406,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,125
Total interest from all sources2021-12-31$492,427
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,307,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,307,599
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,768,111
Participant contributions at end of year2021-12-31$1,589,703
Participant contributions at beginning of year2021-12-31$1,785,112
Participant contributions at end of year2021-12-31$144,145
Participant contributions at beginning of year2021-12-31$112,301
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,286
Other income not declared elsewhere2021-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,225,623
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,632,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,406,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,152,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,880,868
Interest on participant loans2021-12-31$89,266
Interest earned on other investments2021-12-31$403,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,572,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,474,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,815,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,527,980
Employer contributions (assets) at end of year2021-12-31$173,046
Employer contributions (assets) at beginning of year2021-12-31$153,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,610,747
Contract administrator fees2021-12-31$130,560
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SANSUM CLINIC MATCH PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,815,293
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,615,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,499,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,805,749
Value of total assets at end of year2020-12-31$60,406,502
Value of total assets at beginning of year2020-12-31$55,206,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,357
Total interest from all sources2020-12-31$476,515
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,630,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,630,682
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,358,816
Participant contributions at end of year2020-12-31$1,785,112
Participant contributions at beginning of year2020-12-31$1,656,747
Participant contributions at end of year2020-12-31$112,301
Participant contributions at beginning of year2020-12-31$525
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,364
Other income not declared elsewhere2020-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,199,712
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,406,502
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,206,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,880,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,309,883
Interest on participant loans2020-12-31$92,392
Interest earned on other investments2020-12-31$384,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,474,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,136,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,897,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,389,569
Employer contributions (assets) at end of year2020-12-31$153,964
Employer contributions (assets) at beginning of year2020-12-31$103,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,499,224
Contract administrator fees2020-12-31$109,338
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SANSUM CLINIC MATCH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,346,416
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,100,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,039,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,914,881
Value of total assets at end of year2019-12-31$55,206,790
Value of total assets at beginning of year2019-12-31$48,960,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,753
Total interest from all sources2019-12-31$458,015
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,337,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,337,482
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,283,471
Participant contributions at end of year2019-12-31$1,656,747
Participant contributions at beginning of year2019-12-31$1,737,905
Participant contributions at end of year2019-12-31$525
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$281,365
Other income not declared elsewhere2019-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,246,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,206,790
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,960,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,309,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,463,383
Interest on participant loans2019-12-31$81,625
Interest earned on other investments2019-12-31$376,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,136,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,656,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,631,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,350,045
Employer contributions (assets) at end of year2019-12-31$103,620
Employer contributions (assets) at beginning of year2019-12-31$103,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,039,632
Contract administrator fees2019-12-31$60,753
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : SANSUM CLINIC MATCH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,288,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,415,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,310,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,849,206
Value of total assets at end of year2018-12-31$48,960,759
Value of total assets at beginning of year2018-12-31$49,088,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,497
Total interest from all sources2018-12-31$433,661
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,842,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,842,843
Administrative expenses professional fees incurred2018-12-31$2,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,235,255
Participant contributions at end of year2018-12-31$1,737,905
Participant contributions at beginning of year2018-12-31$1,728,175
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$265,643
Other income not declared elsewhere2018-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-127,735
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,960,759
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,088,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,463,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,592,576
Interest on participant loans2018-12-31$75,100
Interest earned on other investments2018-12-31$358,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,656,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,672,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,842,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,348,308
Employer contributions (assets) at end of year2018-12-31$103,322
Employer contributions (assets) at beginning of year2018-12-31$95,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,310,256
Contract administrator fees2018-12-31$102,581
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SANSUM CLINIC MATCH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,640,426
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,861,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,762,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,726,748
Value of total assets at end of year2017-12-31$49,088,494
Value of total assets at beginning of year2017-12-31$43,309,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$98,130
Total interest from all sources2017-12-31$405,374
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,471,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,471,434
Administrative expenses professional fees incurred2017-12-31$2,887
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,114,761
Participant contributions at end of year2017-12-31$1,728,175
Participant contributions at beginning of year2017-12-31$1,653,724
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$325,678
Other income not declared elsewhere2017-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,779,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,088,494
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,309,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,592,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,470,066
Interest on participant loans2017-12-31$69,250
Interest earned on other investments2017-12-31$336,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,672,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,093,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,031,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,286,309
Employer contributions (assets) at end of year2017-12-31$95,652
Employer contributions (assets) at beginning of year2017-12-31$91,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,762,898
Contract administrator fees2017-12-31$95,243
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SANSUM CLINIC MATCH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,044,258
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,849,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,758,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,168,758
Value of total assets at end of year2016-12-31$43,309,096
Value of total assets at beginning of year2016-12-31$39,114,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$91,088
Total interest from all sources2016-12-31$368,670
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$888,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$888,957
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,815,772
Participant contributions at end of year2016-12-31$1,653,724
Participant contributions at beginning of year2016-12-31$1,563,509
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,194,310
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,309,096
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,114,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,470,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,317,088
Interest on participant loans2016-12-31$59,058
Interest earned on other investments2016-12-31$309,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,093,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,143,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,617,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,189,998
Employer contributions (assets) at end of year2016-12-31$91,509
Employer contributions (assets) at beginning of year2016-12-31$90,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,758,860
Contract administrator fees2016-12-31$85,910
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SANSUM CLINIC MATCH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,561,862
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,410,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,328,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,257,246
Value of total assets at end of year2015-12-31$39,114,786
Value of total assets at beginning of year2015-12-31$37,962,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,380
Total interest from all sources2015-12-31$357,033
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,439,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,439,853
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,609,988
Participant contributions at end of year2015-12-31$1,563,509
Participant contributions at beginning of year2015-12-31$1,581,287
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,151,842
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,114,786
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,962,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,317,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,903,958
Interest on participant loans2015-12-31$64,837
Interest earned on other investments2015-12-31$292,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,143,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,477,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,492,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$573,686
Employer contributions (assets) at end of year2015-12-31$90,252
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,328,640
Contract administrator fees2015-12-31$81,380
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SANSUM CLINIC MATCH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,083,003
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,816,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,763,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,011,525
Value of total assets at end of year2014-12-31$37,962,944
Value of total assets at beginning of year2014-12-31$37,696,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,028
Total interest from all sources2014-12-31$342,208
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,628,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,628,632
Administrative expenses professional fees incurred2014-12-31$3,715
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,481,996
Participant contributions at end of year2014-12-31$1,581,287
Participant contributions at beginning of year2014-12-31$1,503,169
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$836
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$529,529
Other income not declared elsewhere2014-12-31$11,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$266,189
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,962,944
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,696,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,903,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,804,565
Interest on participant loans2014-12-31$61,692
Interest earned on other investments2014-12-31$280,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,477,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,286,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$89,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$101,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,763,786
Contract administrator fees2014-12-31$49,313
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SANSUM CLINIC MATCH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,632,156
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,389,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,376,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,898,130
Value of total assets at end of year2013-12-31$37,696,755
Value of total assets at beginning of year2013-12-31$32,453,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,795
Total interest from all sources2013-12-31$415,804
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$653,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$653,362
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,499,460
Participant contributions at end of year2013-12-31$1,503,169
Participant contributions at beginning of year2013-12-31$1,163,850
Participant contributions at end of year2013-12-31$836
Participant contributions at beginning of year2013-12-31$133,488
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$237,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,116
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,243,035
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,696,755
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,453,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,804,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,014,120
Interest on participant loans2013-12-31$61,816
Interest earned on other investments2013-12-31$353,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,286,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,031,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,664,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,161,602
Employer contributions (assets) at end of year2013-12-31$101,534
Employer contributions (assets) at beginning of year2013-12-31$99,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,376,326
Contract administrator fees2013-12-31$10,814
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : SANSUM CLINIC MATCH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,649
Total income from all sources (including contributions)2012-12-31$7,062,930
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,400,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,392,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,291,102
Value of total assets at end of year2012-12-31$32,453,720
Value of total assets at beginning of year2012-12-31$28,816,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,957
Total interest from all sources2012-12-31$372,976
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$342,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$342,584
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,191,016
Participant contributions at end of year2012-12-31$1,163,850
Participant contributions at beginning of year2012-12-31$1,298,943
Participant contributions at end of year2012-12-31$133,488
Participant contributions at beginning of year2012-12-31$72,188
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,150,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$84,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$25,649
Total non interest bearing cash at end of year2012-12-31$116
Total non interest bearing cash at beginning of year2012-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,662,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,453,720
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,791,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,014,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,082,395
Interest on participant loans2012-12-31$52,029
Interest earned on other investments2012-12-31$320,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,031,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,166,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,056,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$949,615
Employer contributions (assets) at end of year2012-12-31$99,989
Employer contributions (assets) at beginning of year2012-12-31$103,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,392,279
Contract administrator fees2012-12-31$7,957
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2009 : SANSUM CLINIC MATCH PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SANSUM CLINIC MATCH PLAN

2023: SANSUM CLINIC MATCH PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SANSUM CLINIC MATCH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANSUM CLINIC MATCH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANSUM CLINIC MATCH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANSUM CLINIC MATCH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANSUM CLINIC MATCH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANSUM CLINIC MATCH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANSUM CLINIC MATCH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANSUM CLINIC MATCH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANSUM CLINIC MATCH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANSUM CLINIC MATCH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANSUM CLINIC MATCH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: SANSUM CLINIC MATCH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
Insurance contract or identification number894568-076
Number of Individuals Covered1434
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $18,635
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
Insurance contract or identification number894568-076
Number of Individuals Covered1086
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,762
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894568-076
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55240
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55240
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55240
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55240
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3