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THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 401k Plan overview

Plan NameTHE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST
Plan identification number 001

THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE CHILDREN'S HEALTH CENTER, S.C. has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S HEALTH CENTER, S.C.
Employer identification number (EIN):362715008
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01NANDINI UPADHYAY2020-07-29 NANDINI UPADHYAY2020-07-29
0012018-01-01NANDINI UPADHYAY2019-07-26 NANDINI UPADHYAY2019-07-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BARRY GOLDMAN, MD
0012011-01-01BARRY GOLDMAN, MD2012-07-24
0012010-01-01BARRY GOLDMAN, MD2011-07-26

Plan Statistics for THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST

401k plan membership statisitcs for THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST

Measure Date Value
2019: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0130
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Total of all active and inactive participants2018-01-0132
Total participants2018-01-0132
Number of participants with account balances2018-01-0132
2017: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0130
Total participants2017-01-0130
Number of participants with account balances2017-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Total of all active and inactive participants2016-01-0136
Total participants2016-01-0136
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0134
Total participants2015-01-0134
Number of participants with account balances2015-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0136
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST

Measure Date Value
2019 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total income from all sources2019-12-31$540,857
Expenses. Total of all expenses incurred2019-12-31$3,217,319
Benefits paid (including direct rollovers)2019-12-31$3,210,921
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$2,676,462
Value of fidelity bond covering the plan2019-12-31$230,000
Other income received2019-12-31$540,857
Net income (gross income less expenses)2019-12-31$-2,676,462
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,676,462
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,398
2018 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total income from all sources2018-12-31$90,610
Expenses. Total of all expenses incurred2018-12-31$139,913
Benefits paid (including direct rollovers)2018-12-31$129,837
Total plan assets at end of year2018-12-31$2,676,462
Total plan assets at beginning of year2018-12-31$2,725,765
Value of fidelity bond covering the plan2018-12-31$230,000
Total contributions received or receivable from participants2018-12-31$23,674
Other income received2018-12-31$-140,096
Net income (gross income less expenses)2018-12-31$-49,303
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,676,462
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,725,765
Assets. Value of participant loans2018-12-31$2,144
Total contributions received or receivable from employer(s)2018-12-31$207,032
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,076
2017 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$653,074
Expenses. Total of all expenses incurred2017-12-31$389,765
Benefits paid (including direct rollovers)2017-12-31$380,316
Total plan assets at end of year2017-12-31$2,725,765
Total plan assets at beginning of year2017-12-31$2,462,456
Value of fidelity bond covering the plan2017-12-31$230,000
Total contributions received or receivable from participants2017-12-31$105,362
Expenses. Other expenses not covered elsewhere2017-12-31$9,449
Contributions received from other sources (not participants or employers)2017-12-31$11,186
Other income received2017-12-31$492,446
Net income (gross income less expenses)2017-12-31$263,309
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,725,765
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,462,456
Assets. Value of participant loans2017-12-31$4,147
Total contributions received or receivable from employer(s)2017-12-31$44,080
2016 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$310,567
Expenses. Total of all expenses incurred2016-12-31$59,992
Benefits paid (including direct rollovers)2016-12-31$51,351
Total plan assets at end of year2016-12-31$2,462,456
Total plan assets at beginning of year2016-12-31$2,211,881
Value of fidelity bond covering the plan2016-12-31$230,000
Total contributions received or receivable from participants2016-12-31$104,330
Other income received2016-12-31$162,345
Net income (gross income less expenses)2016-12-31$250,575
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,462,456
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,211,881
Assets. Value of participant loans2016-12-31$5,832
Total contributions received or receivable from employer(s)2016-12-31$43,892
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,641
2015 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$147,299
Expenses. Total of all expenses incurred2015-12-31$32,974
Benefits paid (including direct rollovers)2015-12-31$32,974
Total plan assets at end of year2015-12-31$2,211,881
Total plan assets at beginning of year2015-12-31$2,097,556
Value of fidelity bond covering the plan2015-12-31$230,000
Total contributions received or receivable from participants2015-12-31$101,870
Other income received2015-12-31$-5,255
Net income (gross income less expenses)2015-12-31$114,325
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,211,881
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,097,556
Assets. Value of participant loans2015-12-31$8,632
Total contributions received or receivable from employer(s)2015-12-31$50,684
2014 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$268,617
Expenses. Total of all expenses incurred2014-12-31$1,072,247
Benefits paid (including direct rollovers)2014-12-31$1,070,857
Total plan assets at end of year2014-12-31$2,097,556
Total plan assets at beginning of year2014-12-31$2,901,186
Value of fidelity bond covering the plan2014-12-31$110,000
Total contributions received or receivable from participants2014-12-31$97,131
Other income received2014-12-31$115,470
Net income (gross income less expenses)2014-12-31$-803,630
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,097,556
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,901,186
Assets. Value of participant loans2014-12-31$17,260
Total contributions received or receivable from employer(s)2014-12-31$56,016
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,390
2013 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$469,591
Expenses. Total of all expenses incurred2013-12-31$52,787
Benefits paid (including direct rollovers)2013-12-31$48,463
Total plan assets at end of year2013-12-31$2,901,186
Total plan assets at beginning of year2013-12-31$2,484,382
Value of fidelity bond covering the plan2013-12-31$1,100,000
Total contributions received or receivable from participants2013-12-31$66,086
Other income received2013-12-31$281,057
Net income (gross income less expenses)2013-12-31$416,804
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,901,186
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,484,382
Assets. Value of participant loans2013-12-31$5,001
Total contributions received or receivable from employer(s)2013-12-31$122,448
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,324
2012 : THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$332,998
Expenses. Total of all expenses incurred2012-12-31$53,901
Benefits paid (including direct rollovers)2012-12-31$42,901
Total plan assets at end of year2012-12-31$2,484,382
Total plan assets at beginning of year2012-12-31$2,205,285
Value of fidelity bond covering the plan2012-12-31$1,100,000
Total contributions received or receivable from participants2012-12-31$118,491
Expenses. Other expenses not covered elsewhere2012-12-31$11,000
Other income received2012-12-31$150,214
Net income (gross income less expenses)2012-12-31$279,097
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,484,382
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,205,285
Assets. Value of participant loans2012-12-31$7,450
Total contributions received or receivable from employer(s)2012-12-31$64,293

Form 5500 Responses for THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST

2019: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 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 filingYes
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: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 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: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 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: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 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: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHILDREN'S HEALTH CENTER SC PROFIT SHARING AND SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Number of Individuals Covered32
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,398
Amount paid for insurance broker fees6398
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,076
Amount paid for insurance broker fees10076
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,449
Amount paid for insurance broker fees9449
Insurance broker organization code?3
Insurance broker namePROFESSIONAL BUSINESS MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,934
Amount paid for insurance broker fees7934
Insurance broker organization code?3
Insurance broker nameJOHN HANCOCK USA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker organization code?3
Insurance broker nameJOHN HANCOCK USA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Number of Individuals Covered35
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,199
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,199
Insurance broker organization code?3
Insurance broker nameJOHN HANCOCK USA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106992
Policy instance 1
Insurance contract or identification number106992
Number of Individuals Covered35
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,257
Total amount of fees paid to insurance companyUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,257
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerCONTRACT ADMIN FEES
Insurance broker organization code?2
Insurance broker nameJOHN HANCOCK USA

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