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HEALTH CARE FOR THE HOMELESS 401(K) PLAN 401k Plan overview

Plan NameHEALTH CARE FOR THE HOMELESS 401(K) PLAN
Plan identification number 001

HEALTH CARE FOR THE HOMELESS 401(K) 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

OUTREACH COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:OUTREACH COMMUNITY HEALTH CENTER
Employer identification number (EIN):391353282
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE FOR THE HOMELESS 401(K) 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
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01LEIGHANN ZIMMER LEIGHANN ZIMMER2019-07-16
0012018-01-01
0012017-01-01IVAN BROWN2018-07-02 IVAN BROWN2018-07-02
0012016-01-01JULIA HARRISROBINSON2017-07-27 JULIA HARRISROBINSON2017-07-27
0012015-01-01BRIAN RESCH2016-10-07 BRIAN RESCH2016-10-07
0012014-01-01TANGELA POOLE2015-10-09 TANGELA POOLE2015-10-15
0012013-01-01TANGELA POOLE2014-07-25 SHEILA MAYHORN2014-07-25
0012012-01-01WILLIAMI JENKINS2013-08-02 WILLIAMI JENKINS2013-08-02
0012011-01-01KIM PRITZL2012-07-23 KIM PRITZL2012-07-23
0012010-01-01NLEE CARROLL2011-04-05 NLEE CARROLL2011-04-05

Plan Statistics for HEALTH CARE FOR THE HOMELESS 401(K) PLAN

401k plan membership statisitcs for HEALTH CARE FOR THE HOMELESS 401(K) PLAN

Measure Date Value
2023: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01254
Total number of active participants reported on line 7a of the Form 55002023-01-01150
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0151
Total of all active and inactive participants2023-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01202
Number of participants with account balances2023-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01230
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-01143
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01229
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01210
Number of participants with account balances2020-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01163
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110

Financial Data on HEALTH CARE FOR THE HOMELESS 401(K) PLAN

Measure Date Value
2023 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$1,337,040
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$281,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$250,048
Expenses. Certain deemed distributions of participant loans2023-12-31$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$761,453
Value of total assets at end of year2023-12-31$4,160,131
Value of total assets at beginning of year2023-12-31$3,104,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$30,922
Total interest from all sources2023-12-31$5,575
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$96,584
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$96,584
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$311,000
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$603,997
Participant contributions at end of year2023-12-31$111,670
Participant contributions at beginning of year2023-12-31$54,913
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$15,615
Other income not declared elsewhere2023-12-31$16
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$1,055,354
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,160,131
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,104,777
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$3,973,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,984,067
Interest on participant loans2023-12-31$5,575
Value of interest in common/collective trusts at end of year2023-12-31$75,261
Value of interest in common/collective trusts at beginning of year2023-12-31$65,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$471,513
Net investment gain or loss from common/collective trusts2023-12-31$1,899
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$141,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$250,048
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 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$2,377
Total income from all sources (including contributions)2022-12-31$109,879
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$373,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$365,248
Expenses. Certain deemed distributions of participant loans2022-12-31$3,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$734,416
Value of total assets at end of year2022-12-31$3,104,777
Value of total assets at beginning of year2022-12-31$3,370,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,393
Total interest from all sources2022-12-31$2,260
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$73,312
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$73,312
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$337,000
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$532,660
Participant contributions at end of year2022-12-31$54,913
Participant contributions at beginning of year2022-12-31$46,167
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,377
Other income not declared elsewhere2022-12-31$16
Administrative expenses (other) incurred2022-12-31$4,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-263,160
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,104,777
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,367,937
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$2,984,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,260,953
Interest on participant loans2022-12-31$2,260
Value of interest in common/collective trusts at end of year2022-12-31$65,797
Value of interest in common/collective trusts at beginning of year2022-12-31$63,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-701,201
Net investment gain or loss from common/collective trusts2022-12-31$1,076
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$155,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$365,248
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 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,317
Total income from all sources (including contributions)2021-12-31$1,068,289
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$221,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$217,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$619,514
Value of total assets at end of year2021-12-31$3,370,314
Value of total assets at beginning of year2021-12-31$2,531,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,904
Total interest from all sources2021-12-31$2,189
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,399
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$114,399
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$254,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$475,561
Participant contributions at end of year2021-12-31$46,167
Participant contributions at beginning of year2021-12-31$48,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,317
Other income not declared elsewhere2021-12-31$50
Administrative expenses (other) incurred2021-12-31$3,904
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$846,829
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,367,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,521,108
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,260,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,411,302
Interest on participant loans2021-12-31$2,189
Value of interest in common/collective trusts at end of year2021-12-31$63,194
Value of interest in common/collective trusts at beginning of year2021-12-31$71,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$331,191
Net investment gain or loss from common/collective trusts2021-12-31$946
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$143,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$217,556
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 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$815,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$125,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$112,015
Value of total corrective distributions2020-12-31$11,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$491,840
Value of total assets at end of year2020-12-31$2,531,425
Value of total assets at beginning of year2020-12-31$1,840,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,693
Total interest from all sources2020-12-31$2,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,657
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$43,657
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$185,000
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$348,849
Participant contributions at end of year2020-12-31$48,812
Participant contributions at beginning of year2020-12-31$34,953
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,918
Other income not declared elsewhere2020-12-31$154
Administrative expenses (other) incurred2020-12-31$1,693
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$690,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,531,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,840,661
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,411,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,736,971
Interest on participant loans2020-12-31$2,044
Value of interest in common/collective trusts at end of year2020-12-31$71,311
Value of interest in common/collective trusts at beginning of year2020-12-31$68,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$276,731
Net investment gain or loss from common/collective trusts2020-12-31$1,517
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$127,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$112,015
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 name2020-12-31JULIA HARRIS-ROBINSON
Accountancy firm EIN2020-12-31391353282
2019 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$706,833
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$391,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$385,220
Value of total corrective distributions2019-12-31$4,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$384,192
Value of total assets at end of year2019-12-31$1,840,661
Value of total assets at beginning of year2019-12-31$1,525,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,160
Total interest from all sources2019-12-31$2,107
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,900
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$50,900
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$153,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$267,393
Participant contributions at end of year2019-12-31$34,953
Participant contributions at beginning of year2019-12-31$29,663
Participant contributions at beginning of year2019-12-31$8,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,114
Other income not declared elsewhere2019-12-31$12
Administrative expenses (other) incurred2019-12-31$2,160
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$315,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,840,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,525,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,736,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,417,462
Interest on participant loans2019-12-31$2,107
Value of interest in common/collective trusts at end of year2019-12-31$68,737
Value of interest in common/collective trusts at beginning of year2019-12-31$78,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,766
Net investment gain or loss from common/collective trusts2019-12-31$1,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$87,375
Employer contributions (assets) at beginning of year2019-12-31$2,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$385,220
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JULIA HARRIS-ROBINSON
Accountancy firm EIN2019-12-31391353282
2018 : HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$219,950
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$129,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$123,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$346,890
Value of total assets at end of year2018-12-31$1,525,633
Value of total assets at beginning of year2018-12-31$1,434,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,192
Total interest from all sources2018-12-31$1,469
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,005
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$72,005
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$144,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$232,115
Participant contributions at end of year2018-12-31$29,663
Participant contributions at beginning of year2018-12-31$70,862
Participant contributions at end of year2018-12-31$8,052
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,114
Administrative expenses (other) incurred2018-12-31$6,192
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$90,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,525,633
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,434,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,417,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,364,123
Interest on participant loans2018-12-31$1,469
Value of interest in common/collective trusts at end of year2018-12-31$78,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-201,871
Net investment gain or loss from common/collective trusts2018-12-31$1,457
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$110,190
Employer contributions (assets) at end of year2018-12-31$2,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$123,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449

Form 5500 Responses for HEALTH CARE FOR THE HOMELESS 401(K) PLAN

2023: HEALTH CARE FOR THE HOMELESS 401(K) 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEALTH CARE FOR THE HOMELESS 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEALTH CARE FOR THE HOMELESS 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEALTH CARE FOR THE HOMELESS 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEALTH CARE FOR THE HOMELESS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEALTH CARE FOR THE HOMELESS 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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