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FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN
Plan identification number 001

FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

FAMILY HEALTH / LA CLINICA has sponsored the creation of one or more 401k plans.

Company Name:FAMILY HEALTH / LA CLINICA
Employer identification number (EIN):391181480
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN SULLIVAN2018-06-28
0012016-01-01BRIAN SULLIVAN2017-07-07
0012015-01-01STEVE PELLINGER2016-06-02
0012014-01-01STEVE PELLINGER2015-07-06
0012013-01-01STEVE PELLINGER2014-07-16
0012012-01-01STEVE PELLINGER2013-06-03 STEVE PELLINGER2013-06-03
0012011-01-01STEVE PELLINGER2012-07-12 STEVE PELLINGER2012-07-12
0012010-01-01STEVE PELLINGER2011-06-27

Plan Statistics for FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN

Measure Date Value
2023: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01252
Total number of active participants reported on line 7a of the Form 55002023-01-01203
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0159
Total of all active and inactive participants2023-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01262
Number of participants with account balances2023-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0136
2022: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01244
Total number of active participants reported on line 7a of the Form 55002022-01-01169
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01212
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01225
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN

Measure Date Value
2023 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$2,043,958
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$812,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$781,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,239,348
Value of total assets at end of year2023-12-31$6,481,922
Value of total assets at beginning of year2023-12-31$5,250,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$30,477
Total interest from all sources2023-12-31$1,724
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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$811,891
Participant contributions at end of year2023-12-31$33,758
Participant contributions at beginning of year2023-12-31$25,854
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$15,009
Other income not declared elsewhere2023-12-31$192
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$1,231,731
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,481,922
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,250,191
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$46,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,085,198
Interest on participant loans2023-12-31$1,724
Value of interest in common/collective trusts at end of year2023-12-31$6,298,962
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$9,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$29,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,863
Net investment gain/loss from pooled separate accounts2023-12-31$70,926
Net investment gain or loss from common/collective trusts2023-12-31$727,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$412,448
Employer contributions (assets) at end of year2023-12-31$93,055
Employer contributions (assets) at beginning of year2023-12-31$109,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$781,750
Contract administrator fees2023-12-31$30,477
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 name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$104,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$838,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$812,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,144,328
Value of total assets at end of year2022-12-31$5,250,191
Value of total assets at beginning of year2022-12-31$5,983,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,320
Total interest from all sources2022-12-31$1,571
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$740,791
Participant contributions at end of year2022-12-31$25,854
Participant contributions at beginning of year2022-12-31$24,196
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$25,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-733,754
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,250,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,983,945
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
Value of interest in pooled separate accounts at end of year2022-12-31$5,085,198
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,807,415
Interest on participant loans2022-12-31$1,010
Interest earned on other investments2022-12-31$561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,678
Net investment gain/loss from pooled separate accounts2022-12-31$-1,041,091
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$377,814
Employer contributions (assets) at end of year2022-12-31$109,510
Employer contributions (assets) at beginning of year2022-12-31$93,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$812,242
Contract administrator fees2022-12-31$26,320
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$1,752,996
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$771,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$744,653
Value of total corrective distributions2021-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,053,671
Value of total assets at end of year2021-12-31$5,983,945
Value of total assets at beginning of year2021-12-31$5,002,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,764
Total interest from all sources2021-12-31$1,292
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$682,067
Participant contributions at end of year2021-12-31$24,196
Participant contributions at beginning of year2021-12-31$19,489
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$44,938
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$981,575
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,983,945
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,002,370
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$14,639
Value of interest in pooled separate accounts at end of year2021-12-31$5,807,415
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,852,355
Interest on participant loans2021-12-31$770
Interest earned on other investments2021-12-31$522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$47,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$698,033
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$326,666
Employer contributions (assets) at end of year2021-12-31$93,656
Employer contributions (assets) at beginning of year2021-12-31$83,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$744,653
Contract administrator fees2021-12-31$12,125
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$1,565,285
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$397,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$381,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$929,904
Value of total assets at end of year2020-12-31$5,002,370
Value of total assets at beginning of year2020-12-31$3,834,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,929
Total interest from all sources2020-12-31$1,842
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$593,361
Participant contributions at end of year2020-12-31$19,489
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$61
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,746
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$1,168,284
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,002,370
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,834,086
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
Value of interest in pooled separate accounts at end of year2020-12-31$4,852,355
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,718,997
Interest on participant loans2020-12-31$186
Interest earned on other investments2020-12-31$1,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,046
Net investment gain/loss from pooled separate accounts2020-12-31$633,539
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$323,797
Employer contributions (assets) at end of year2020-12-31$83,526
Employer contributions (assets) at beginning of year2020-12-31$78,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$381,072
Contract administrator fees2020-12-31$15,929
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$1,706,155
Total income from all sources (including contributions)2019-12-31$1,706,155
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$429,435
Total of all expenses incurred2019-12-31$429,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$416,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,096,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,096,671
Value of total assets at end of year2019-12-31$3,834,086
Value of total assets at end of year2019-12-31$3,834,086
Value of total assets at beginning of year2019-12-31$2,557,366
Value of total assets at beginning of year2019-12-31$2,557,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,003
Total interest from all sources2019-12-31$549
Total interest from all sources2019-12-31$549
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$527,512
Contributions received from participants2019-12-31$527,512
Participant contributions at end of year2019-12-31$61
Participant contributions at end of year2019-12-31$61
Participant contributions at beginning of year2019-12-31$34,435
Participant contributions at beginning of year2019-12-31$34,435
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$294,962
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$1,276,720
Value of net income/loss2019-12-31$1,276,720
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,834,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,834,086
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,557,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,557,366
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
Value of interest in pooled separate accounts at end of year2019-12-31$3,718,997
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,437,332
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,437,332
Interest earned on other investments2019-12-31$549
Interest earned on other investments2019-12-31$549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,623
Net investment gain/loss from pooled separate accounts2019-12-31$608,935
Net investment gain/loss from pooled separate accounts2019-12-31$608,935
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 contributions2019-12-31Yes
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$274,197
Contributions received in cash from employer2019-12-31$274,197
Employer contributions (assets) at end of year2019-12-31$78,982
Employer contributions (assets) at end of year2019-12-31$78,982
Employer contributions (assets) at beginning of year2019-12-31$63,976
Employer contributions (assets) at beginning of year2019-12-31$63,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$416,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$416,432
Contract administrator fees2019-12-31$13,003
Contract administrator fees2019-12-31$13,003
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 name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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$510,224
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$132,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$118,297
Expenses. Certain deemed distributions of participant loans2018-12-31$953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$695,870
Value of total assets at end of year2018-12-31$2,557,366
Value of total assets at beginning of year2018-12-31$2,179,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,129
Total interest from all sources2018-12-31$297
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
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$393,324
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,453
Participant contributions at end of year2018-12-31$34,435
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,367
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$377,845
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,557,366
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,179,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,437,332
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,172,799
Interest on participant loans2018-12-31$52
Interest earned on other investments2018-12-31$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,269
Net investment gain/loss from pooled separate accounts2018-12-31$-185,943
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$255,179
Employer contributions (assets) at end of year2018-12-31$63,976
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$118,297
Contract administrator fees2018-12-31$13,129
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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449

Form 5500 Responses for FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT PLAN

2023: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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: FAMILY HEALTH / LA CLINICA 401(K) RETIREMENT 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number519020-01
Policy instance 1
Insurance contract or identification number519020-01
Number of Individuals Covered186
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 39590
Policy instance 1
Insurance contract or identification numberGP 39590
Number of Individuals Covered222
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 39590
Policy instance 1
Insurance contract or identification numberGP 39590
Number of Individuals Covered212
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 39590
Policy instance 1
Insurance contract or identification numberGP 39590
Number of Individuals Covered193
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 39590
Policy instance 1
Insurance contract or identification numberGP 39590
Number of Individuals Covered149
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 39590
Policy instance 1
Insurance contract or identification numberGP 39590
Number of Individuals Covered134
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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