401k Plan data: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN plan

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 401k Plan overview

Plan Name	WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN
Plan identification number	002

WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WASHINGTON REGIONAL TRANSPLANT COMMUNITY has sponsored the creation of one or more 401k plans.

Company Name: WASHINGTON REGIONAL TRANSPLANT COMMUNITY

Employer identification number (EIN): 521528461

NAIC Classification: 621900

Additional information about WASHINGTON REGIONAL TRANSPLANT COMMUNITY

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2007-02-08

Company Identification Number: F113409

Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about WASHINGTON REGIONAL TRANSPLANT COMMUNITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LESLIE M REED 2019-10-01
002 2017-01-01 LESLIE M REED 2018-10-01
002 2016-01-01 LESLIE M. REED 2017-10-09
002 2015-01-01 LESLIE M. REED 2016-10-06
002 2014-01-01 LESLIE M. REED 2015-10-15
002 2014-01-01 LESLIE M. REED 2015-10-28
002 2013-01-01 LESLIE M. REED 2015-10-28
002 2012-01-01 LESLIE M. REED 2015-10-28
002 2011-01-01 LESLIE M. REED 2015-10-28
002 2010-01-01 LESLIE M. REED 2015-10-28
002 2009-01-01 LESLIE M. REED 2015-10-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	LESLIE M REED	2019-10-01
002	2017-01-01	LESLIE M REED	2018-10-01
002	2016-01-01	LESLIE M. REED	2017-10-09
002	2015-01-01	LESLIE M. REED	2016-10-06
002	2014-01-01	LESLIE M. REED	2015-10-15
002	2014-01-01	LESLIE M. REED	2015-10-28
002	2013-01-01	LESLIE M. REED	2015-10-28
002	2012-01-01	LESLIE M. REED	2015-10-28
002	2011-01-01	LESLIE M. REED	2015-10-28
002	2010-01-01	LESLIE M. REED	2015-10-28
002	2009-01-01	LESLIE M. REED	2015-10-28

Plan Statistics for WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

401k plan membership statisitcs for WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

Measure Date Value
2023: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 39
Total of all active and inactive participants 2023-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 43
Number of participants with account balances 2023-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 139
Number of participants with account balances 2022-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 82
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 45
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 127
Number of participants with account balances 2021-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 86
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 121
Number of participants with account balances 2020-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	39
Total of all active and inactive participants	2023-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	43
Number of participants with account balances	2023-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	139
Number of participants with account balances	2022-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	82
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	45
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	127
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	86
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	121
Number of participants with account balances	2020-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

Measure	Date	Value
2023 : WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$890,560
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$13,858,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$13,840,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$23,737
Value of total assets at end of year	2023-12-31	$1,638,689
Value of total assets at beginning of year	2023-12-31	$14,606,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$17,678
Total interest from all sources	2023-12-31	$525
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$78,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$78,246
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$12,508
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$145,905
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$12,342
Total non interest bearing cash at end of year	2023-12-31	$2,307
Total non interest bearing cash at beginning of year	2023-12-31	$1,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-12,967,748
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$1,638,689
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$14,606,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$9,011
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$1,636,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,435,734
Interest on participant loans	2023-12-31	$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$788,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$11,229
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$11,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$13,840,630
Contract administrator fees	2023-12-31	$1,249
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JM&M
Accountancy firm EIN	2023-12-31	521853933
2022 : WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,858,967
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,583,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,519,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,180,093
Value of total assets at end of year	2022-12-31	$14,606,437
Value of total assets at beginning of year	2022-12-31	$18,049,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,969
Total interest from all sources	2022-12-31	$7,772
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$514,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$514,770
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$618,270
Participant contributions at end of year	2022-12-31	$145,905
Participant contributions at beginning of year	2022-12-31	$184,506
Participant contributions at end of year	2022-12-31	$12,342
Participant contributions at beginning of year	2022-12-31	$10,826
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,221
Total non interest bearing cash at end of year	2022-12-31	$1,415
Total non interest bearing cash at beginning of year	2022-12-31	$1,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,442,606
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,606,437
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,049,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$39,272
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,435,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,839,605
Interest on participant loans	2022-12-31	$7,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,561,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$538,602
Employer contributions (assets) at end of year	2022-12-31	$11,041
Employer contributions (assets) at beginning of year	2022-12-31	$12,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,519,670
Contract administrator fees	2022-12-31	$24,697
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JM&M
Accountancy firm EIN	2022-12-31	521853933
2021 : WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$45,555
Total income from all sources (including contributions)	2021-12-31	$3,634,815
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,277,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,218,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,315,063
Value of total assets at end of year	2021-12-31	$18,049,043
Value of total assets at beginning of year	2021-12-31	$15,736,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,365
Total interest from all sources	2021-12-31	$7,003
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,036,423
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,036,423
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$655,585
Participant contributions at end of year	2021-12-31	$184,506
Participant contributions at beginning of year	2021-12-31	$110,954
Participant contributions at end of year	2021-12-31	$10,826
Participant contributions at beginning of year	2021-12-31	$10,412
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$99,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$45,555
Total non interest bearing cash at end of year	2021-12-31	$1,353
Total non interest bearing cash at beginning of year	2021-12-31	$4,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,357,687
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,049,043
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,691,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$34,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,311,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,865,863
Interest on participant loans	2021-12-31	$7,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,528,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,736,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,736,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,276,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$560,305
Employer contributions (assets) at end of year	2021-12-31	$12,753
Employer contributions (assets) at beginning of year	2021-12-31	$8,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,218,763
Contract administrator fees	2021-12-31	$23,391
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JM&M
Accountancy firm EIN	2021-12-31	521853933
2020 : WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$45,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,616
Total income from all sources (including contributions)	2020-12-31	$3,168,256
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,203,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,159,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,265,057
Value of total assets at end of year	2020-12-31	$15,736,911
Value of total assets at beginning of year	2020-12-31	$13,732,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,476
Total interest from all sources	2020-12-31	$54,348
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$519,578
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$519,578
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$734,920
Participant contributions at end of year	2020-12-31	$110,954
Participant contributions at beginning of year	2020-12-31	$49,924
Participant contributions at end of year	2020-12-31	$10,412
Participant contributions at beginning of year	2020-12-31	$22,505
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$32,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$45,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$5,616
Total non interest bearing cash at end of year	2020-12-31	$4,046
Total non interest bearing cash at beginning of year	2020-12-31	$7,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,964,454
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,691,356
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,726,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$16,578
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,865,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,297,014
Interest on participant loans	2020-12-31	$6,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,736,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,335,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,335,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$48,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,329,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$497,643
Employer contributions (assets) at end of year	2020-12-31	$8,833
Employer contributions (assets) at beginning of year	2020-12-31	$20,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,159,326
Contract administrator fees	2020-12-31	$27,898
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES, MARESCA & MCQUADE, PA.
Accountancy firm EIN	2020-12-31	521853933
2019 : WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,541
Total income from all sources (including contributions)	2019-12-31	$3,352,651
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$407,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$368,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,157,412
Value of total assets at end of year	2019-12-31	$13,732,518
Value of total assets at beginning of year	2019-12-31	$10,794,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,188
Total interest from all sources	2019-12-31	$24,497
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$427,187
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$427,187
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$617,591
Participant contributions at end of year	2019-12-31	$49,924
Participant contributions at beginning of year	2019-12-31	$37,579
Participant contributions at end of year	2019-12-31	$22,505
Participant contributions at beginning of year	2019-12-31	$21,717
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$26,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$5,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$12,541
Total non interest bearing cash at end of year	2019-12-31	$7,512
Total non interest bearing cash at beginning of year	2019-12-31	$7,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,945,393
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,726,902
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,781,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$17,358
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,297,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,407,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,335,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,299,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,299,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$24,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,743,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$513,051
Employer contributions (assets) at end of year	2019-12-31	$20,549
Employer contributions (assets) at beginning of year	2019-12-31	$19,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$368,070
Contract administrator fees	2019-12-31	$21,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JONES, MARESCA & MCQUADE, PA.
Accountancy firm EIN	2019-12-31	521853933

Form 5500 Responses for WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN

2023: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WASHINGTON REGIONAL TRANSPLANT COMMUNITY TAX-DEFERRED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WASHINGTON REGIONAL TRANSPLANT COMMUNITY
Employer identification number (EIN):	521528461
NAIC Classification:	621900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2007-02-08
Company Identification Number:	F113409
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808