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GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 401k Plan overview

Plan NameGREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN
Plan identification number 002

GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

GREATER LAWRENCE FAMILY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREATER LAWRENCE FAMILY HEALTH CENTER, INC.
Employer identification number (EIN):042708824
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM CHRISEMER
0022017-01-01WILLIAM CHRISEMER
0022016-01-01ROBERT URQUHART
0022015-01-01ROBERT URQUHART
0022014-01-01
0022013-01-01
0022012-01-01ANDREA SERINO ANDREA SERINO2013-10-15
0022011-01-01ROBIN LICATA ROBIN LICATA2012-11-01
0022009-01-01ROBERT URQUHART
0022009-01-01ROBERT URQUHAR

Plan Statistics for GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN

401k plan membership statisitcs for GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2023: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01996
Total number of active participants reported on line 7a of the Form 55002023-01-01739
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-01247
Total of all active and inactive participants2023-01-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01991
Number of participants with account balances2023-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01990
Total number of active participants reported on line 7a of the Form 55002022-01-01737
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-01230
Total of all active and inactive participants2022-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01996
Number of participants with account balances2022-01-01914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01872
Total number of active participants reported on line 7a of the Form 55002021-01-01767
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01209
Total of all active and inactive participants2021-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01987
Number of participants with account balances2021-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01832
Total number of active participants reported on line 7a of the Form 55002020-01-01659
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01201
Total of all active and inactive participants2020-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01869
Number of participants with account balances2020-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01841
Total number of active participants reported on line 7a of the Form 55002019-01-01621
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01204
Total of all active and inactive participants2019-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01832
Number of participants with account balances2019-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01809
Total number of active participants reported on line 7a of the Form 55002018-01-01625
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01203
Total of all active and inactive participants2018-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01836
Number of participants with account balances2018-01-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01824
Total number of active participants reported on line 7a of the Form 55002017-01-01597
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01198
Total of all active and inactive participants2017-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01809
Number of participants with account balances2017-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01895
Total number of active participants reported on line 7a of the Form 55002016-01-01637
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01796
Number of participants with account balances2016-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01643
Total number of active participants reported on line 7a of the Form 55002015-01-01636
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01259
Total of all active and inactive participants2015-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01895
Number of participants with account balances2015-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01729
Total number of active participants reported on line 7a of the Form 55002014-01-01472
Number of other retired or separated participants entitled to future benefits2014-01-01171
Total of all active and inactive participants2014-01-01643
Total participants2014-01-01643
Number of participants with account balances2014-01-01643
2013: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01551
Total number of active participants reported on line 7a of the Form 55002013-01-01560
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01687
Total participants2013-01-01687
Number of participants with account balances2013-01-01672
2012: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01521
Total number of active participants reported on line 7a of the Form 55002012-01-01587
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01691
Total participants2012-01-01691
Number of participants with account balances2012-01-01551
2011: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01515
Total number of active participants reported on line 7a of the Form 55002011-01-01500
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01606
Total participants2011-01-01606
Number of participants with account balances2011-01-01521
2009: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01497
Total number of active participants reported on line 7a of the Form 55002009-01-01470
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01527
Number of participants with account balances2009-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0167

Financial Data on GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN

Measure Date Value
2023 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$10,906,042
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,500,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,363,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,365,051
Value of total assets at end of year2023-12-31$49,037,731
Value of total assets at beginning of year2023-12-31$41,632,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$137,382
Total interest from all sources2023-12-31$111,182
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,192,664
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$1,192,664
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$3,462,243
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$316,193
Other income not declared elsewhere2023-12-31$31,600
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$7,405,375
Value of net assets at end of year (total assets less liabilities)2023-12-31$49,037,731
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$41,632,356
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$43,140,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$35,943,184
Interest earned on other investments2023-12-31$111,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,455,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,554,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,205,545
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$586,615
Employer contributions (assets) at end of year2023-12-31$441,934
Employer contributions (assets) at beginning of year2023-12-31$134,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,363,285
Contract administrator fees2023-12-31$98,872
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 plan2023-12-31Unqualified
Accountancy firm name2023-12-31AAFCPAS, INC.
Accountancy firm EIN2023-12-31042571780
2022 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-2,967,884
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,794,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,661,832
Value of total corrective distributions2022-12-31$3,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,098,368
Value of total assets at end of year2022-12-31$41,632,356
Value of total assets at beginning of year2022-12-31$47,394,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,899
Total interest from all sources2022-12-31$89,739
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,315,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,315,326
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,186,061
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$309,052
Other income not declared elsewhere2022-12-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,761,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,632,356
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,394,271
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,943,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,616,979
Interest earned on other investments2022-12-31$89,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,554,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,617,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,501,317
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$603,255
Employer contributions (assets) at end of year2022-12-31$134,712
Employer contributions (assets) at beginning of year2022-12-31$160,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,661,832
Contract administrator fees2022-12-31$98,899
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$10,633,091
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,427,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,305,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,737,786
Value of total assets at end of year2021-12-31$47,394,271
Value of total assets at beginning of year2021-12-31$39,188,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$121,897
Total interest from all sources2021-12-31$86,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,977,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,977,469
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,060,780
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,037,428
Other income not declared elsewhere2021-12-31$30,000
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$8,205,693
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,394,271
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,188,578
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,616,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,795,540
Interest earned on other investments2021-12-31$86,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,617,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,232,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,801,587
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$639,578
Employer contributions (assets) at end of year2021-12-31$160,102
Employer contributions (assets) at beginning of year2021-12-31$160,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,305,501
Contract administrator fees2021-12-31$91,897
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$7,807,476
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,900,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,799,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,198,052
Value of total assets at end of year2020-12-31$39,188,578
Value of total assets at beginning of year2020-12-31$33,281,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,583
Total interest from all sources2020-12-31$109,139
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$914,386
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$914,386
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,530,284
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$359,875
Other income not declared elsewhere2020-12-31$30,000
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$5,906,593
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,188,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,281,985
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,795,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,804,982
Interest earned on other investments2020-12-31$109,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,232,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,477,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,555,899
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$307,893
Employer contributions (assets) at end of year2020-12-31$160,105
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,799,300
Contract administrator fees2020-12-31$71,583
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,653,554
Total income from all sources (including contributions)2019-12-31$8,653,554
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,372,767
Total of all expenses incurred2019-12-31$3,372,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,261,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,261,329
Value of total corrective distributions2019-12-31$187
Value of total corrective distributions2019-12-31$187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,894,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,894,930
Value of total assets at end of year2019-12-31$33,281,985
Value of total assets at end of year2019-12-31$33,281,985
Value of total assets at beginning of year2019-12-31$28,001,198
Value of total assets at beginning of year2019-12-31$28,001,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,251
Total interest from all sources2019-12-31$122,482
Total interest from all sources2019-12-31$122,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$901,173
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$901,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$901,173
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$901,173
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,321,317
Contributions received from participants2019-12-31$2,321,317
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,631
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,631
Other income not declared elsewhere2019-12-31$30,001
Other income not declared elsewhere2019-12-31$30,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,280,787
Value of net income/loss2019-12-31$5,280,787
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,281,985
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,281,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,001,198
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,001,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,000
Investment advisory and management fees2019-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,804,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,804,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,955,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,955,560
Interest earned on other investments2019-12-31$122,482
Interest earned on other investments2019-12-31$122,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,477,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,477,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,045,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,045,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,704,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,704,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$459,982
Contributions received in cash from employer2019-12-31$459,982
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,261,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,261,329
Contract administrator fees2019-12-31$81,251
Contract administrator fees2019-12-31$81,251
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
Accountancy firm EIN2019-12-31042571780
2018 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$1,053,177
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,447,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,338,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,705,081
Value of total assets at end of year2018-12-31$28,001,198
Value of total assets at beginning of year2018-12-31$29,395,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,514
Total interest from all sources2018-12-31$117,642
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,225,934
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$1,225,934
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,129,135
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,881
Other income not declared elsewhere2018-12-31$27,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,394,051
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,001,198
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,395,249
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
Investment advisory and management fees2018-12-31$27,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,955,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,467,802
Interest earned on other investments2018-12-31$117,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,045,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,927,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,022,953
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$545,065
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,338,714
Contract administrator fees2018-12-31$81,041
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 name2018-12-31ALEXANDER,ARONSON, FINNING, & CO.
Accountancy firm EIN2018-12-31042571780
2017 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$6,629,385
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,407,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,324,435
Value of total corrective distributions2017-12-31$5,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,786,983
Value of total assets at end of year2017-12-31$29,395,249
Value of total assets at beginning of year2017-12-31$25,173,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,895
Total interest from all sources2017-12-31$122,963
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$908,395
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$908,395
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,183,130
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$261
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$300,440
Other income not declared elsewhere2017-12-31$5,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,222,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,395,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,173,224
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
Investment advisory and management fees2017-12-31$77,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,467,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,939,594
Interest on participant loans2017-12-31$2
Interest earned on other investments2017-12-31$122,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,927,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,158,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,805,236
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$303,413
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,324,435
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 name2017-12-31ALEXANDER,ARONSON, FINNING, & CO.
Accountancy firm EIN2017-12-31042571780
2016 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$4,600,236
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,574,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,500,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,037,842
Value of total assets at end of year2016-12-31$25,173,224
Value of total assets at beginning of year2016-12-31$22,147,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,122
Total interest from all sources2016-12-31$181,243
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$626,882
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$626,882
Administrative expenses professional fees incurred2016-12-31$6,020
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,079,565
Participant contributions at end of year2016-12-31$261
Participant contributions at beginning of year2016-12-31$2,310
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124,439
Other income not declared elsewhere2016-12-31$-19,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,025,734
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,173,224
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,147,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,939,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,043,159
Interest on participant loans2016-12-31$43
Interest earned on other investments2016-12-31$181,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,158,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,027,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$773,428
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$833,838
Employer contributions (assets) at end of year2016-12-31$75,000
Employer contributions (assets) at beginning of year2016-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,500,380
Contract administrator fees2016-12-31$68,102
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 name2016-12-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2016-12-31042571780
2015 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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$2,557,713
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,430,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,342,577
Expenses. Certain deemed distributions of participant loans2015-12-31$3,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,752,200
Value of total assets at end of year2015-12-31$22,147,490
Value of total assets at beginning of year2015-12-31$21,019,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,994
Total interest from all sources2015-12-31$164,473
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,011,616
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$1,011,616
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$1,799,099
Participant contributions at end of year2015-12-31$2,310
Participant contributions at beginning of year2015-12-31$11,319
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$124,377
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$1,127,550
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,147,490
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,019,940
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
Investment advisory and management fees2015-12-31$14,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,043,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,933,949
Interest on participant loans2015-12-31$237
Interest earned on other investments2015-12-31$164,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,027,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,924,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,370,576
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$828,724
Employer contributions (assets) at end of year2015-12-31$75,000
Employer contributions (assets) at beginning of year2015-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,342,577
Contract administrator fees2015-12-31$69,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2015-12-31042571780
2014 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,353,893
Total of all expenses incurred2014-12-31$2,559,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,486,697
Expenses. Certain deemed distributions of participant loans2014-12-31$1,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,507,427
Value of total assets at end of year2014-12-31$21,019,940
Value of total assets at beginning of year2014-12-31$17,225,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,034
Total interest from all sources2014-12-31$121,591
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$977,570
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$977,570
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,678,196
Participant contributions at end of year2014-12-31$11,319
Participant contributions at beginning of year2014-12-31$19,169
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,845,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,794,522
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,019,940
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,225,418
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$15,933,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,483,898
Interest on participant loans2014-12-31$468
Interest earned on other investments2014-12-31$121,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,924,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,722,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-252,695
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$984,099
Employer contributions (assets) at end of year2014-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,486,697
Contract administrator fees2014-12-31$71,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2014-12-31042571780
2013 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,987,247
Total of all expenses incurred2013-12-31$1,877,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,815,184
Expenses. Certain deemed distributions of participant loans2013-12-31$1,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,430,470
Value of total assets at end of year2013-12-31$17,225,418
Value of total assets at beginning of year2013-12-31$14,115,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,022
Total interest from all sources2013-12-31$104,810
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$615,772
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$615,772
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,655,557
Participant contributions at end of year2013-12-31$19,169
Participant contributions at beginning of year2013-12-31$41,103
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$28,492
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,099
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$3,109,737
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,225,418
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,115,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,483,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,031,802
Interest on participant loans2013-12-31$1,660
Interest earned on other investments2013-12-31$103,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,722,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,955,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,836,195
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$711,814
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$58,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,815,184
Contract administrator fees2013-12-31$61,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2013-12-31042571780
2012 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,426,365
Total of all expenses incurred2012-12-31$538,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$501,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,356,379
Value of total assets at end of year2012-12-31$14,115,681
Value of total assets at beginning of year2012-12-31$7,019,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,728
Total interest from all sources2012-12-31$55,712
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$305,371
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$305,371
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,357,868
Participant contributions at end of year2012-12-31$41,103
Participant contributions at end of year2012-12-31$28,492
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141,785
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$2,887,847
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,115,681
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,019,902
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$11,031,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,566,176
Interest earned on other investments2012-12-31$55,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,955,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,453,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$708,903
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$856,726
Employer contributions (assets) at end of year2012-12-31$58,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$501,790
Contract administrator fees2012-12-31$36,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2012-12-31042571780
2011 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,751,994
Total of all expenses incurred2011-12-31$322,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$298,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,837,033
Value of total assets at end of year2011-12-31$7,019,902
Value of total assets at beginning of year2011-12-31$5,590,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,846
Total interest from all sources2011-12-31$35,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$150,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$150,671
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,102,719
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,429,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,019,902
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,590,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,566,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,594,582
Interest earned on other investments2011-12-31$35,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,453,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$995,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-270,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$716,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$298,368
Contract administrator fees2011-12-31$23,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2011-12-31042571780
2010 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,295,439
Total of all expenses incurred2010-12-31$146,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$129,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,743,481
Value of total assets at end of year2010-12-31$5,590,122
Value of total assets at beginning of year2010-12-31$3,441,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,281
Total interest from all sources2010-12-31$29,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,051,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,148,634
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,590,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,441,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,594,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,638,423
Interest earned on other investments2010-12-31$29,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$995,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$803,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$522,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$692,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$129,524
Contract administrator fees2010-12-31$17,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2010-12-31042571780
2009 : GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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 GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN

2023: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) 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: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered347
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered367
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered404
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered463
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 1
Insurance contract or identification number894230+007
Number of Individuals Covered514
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,184
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,184
Insurance broker organization code?4
Insurance broker nameMETLIFE SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894230+007
Policy instance 2
Insurance contract or identification number894230+007
Number of Individuals Covered732
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,990
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,990
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered673
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,456
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,424
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered616
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,219
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,695
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered605
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered521
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009648-04
Policy instance 1
Insurance contract or identification number1009648-04
Number of Individuals Covered431
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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