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CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 401k Plan overview

Plan NameCENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN
Plan identification number 001

CENTER FOR HUMAN DEVELOPMENT, INC. 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.
  • 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

CENTER FOR HUMAN DEVELOPMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HUMAN DEVELOPMENT, INC.
Employer identification number (EIN):931159198
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about CENTER FOR HUMAN DEVELOPMENT, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1994-12-01
Company Identification Number: 42711184
Legal Registered Office Address: 2301 COVE AVE

LA GRANDE
United States of America (USA)
97850

More information about CENTER FOR HUMAN DEVELOPMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR HUMAN DEVELOPMENT, INC. 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
0012019-01-01
0012019-01-01
0012018-01-01SUSAN CEDERHOLM2019-04-26 SUSAN CEDERHOLM2019-04-26
0012017-01-01SUSAN CEDERHOLM2018-03-05 SUSAN CEDERHOLM2018-03-05
0012016-01-01SUSAN CEDERHOLM2017-02-21 SUSAN CEDERHOLM2017-02-21
0012015-01-01SUSAN CEDERHOLM2016-03-04 SUSAN CEDERHOLM2016-03-04
0012014-01-01SUSAN CEDERHOLM2015-03-04 SUSAN CEDERHOLM2015-03-04
0012013-01-01VERONICA WOOD2014-04-07 VERONICA WOOD2014-04-07
0012012-01-01SUSAN CEDERHOLM2013-06-05 VERONICA WOOD2013-06-05
0012011-01-01SUSAN CEDERHOLM2012-01-31 SUSAN CEDERHOLM2012-01-31
0012010-01-01SUSAN CEDERHOLM2011-07-05 SUSAN CEDERHOLM2011-07-05

Plan Statistics for CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

401k plan membership statisitcs for CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

Measure Date Value
2023: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01176
Total number of active participants reported on line 7a of the Form 55002023-01-01118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0147
Total of all active and inactive participants2023-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01165
Number of participants with account balances2023-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01151
Number of participants with account balances2022-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01147
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01136
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-01105
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01126
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015

Financial Data on CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

Measure Date Value
2023 : CENTER FOR HUMAN DEVELOPMENT, INC. 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$2,328,237
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,602,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,588,974
Value of total corrective distributions2023-12-31$2,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$874,125
Value of total assets at end of year2023-12-31$11,074,193
Value of total assets at beginning of year2023-12-31$10,348,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,861
Total interest from all sources2023-12-31$13,987
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$14,277
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$14,277
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$174,465
Participant contributions at end of year2023-12-31$156,373
Participant contributions at beginning of year2023-12-31$164,089
Participant contributions at end of year2023-12-31$15,225
Participant contributions at beginning of year2023-12-31$12,826
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,166
Other income not declared elsewhere2023-12-31$1,002
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$725,270
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,074,193
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,348,923
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$574,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$486,808
Value of interest in pooled separate accounts at end of year2023-12-31$3,516,296
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,874,517
Interest on participant loans2023-12-31$13,289
Interest earned on other investments2023-12-31$698
Value of interest in common/collective trusts at end of year2023-12-31$6,700,764
Value of interest in common/collective trusts at beginning of year2023-12-31$5,702,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$42,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$43,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$32,088
Net investment gain/loss from pooled separate accounts2023-12-31$397,539
Net investment gain or loss from common/collective trusts2023-12-31$995,219
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$695,494
Employer contributions (assets) at end of year2023-12-31$67,974
Employer contributions (assets) at beginning of year2023-12-31$65,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,588,974
Contract administrator fees2023-12-31$11,861
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 name2023-12-31POULSEN, VANLEUVEN, & CAMULL PA
Accountancy firm EIN2023-12-31820410821
2022 : CENTER FOR HUMAN DEVELOPMENT, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-658,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$176,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$166,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$956,783
Value of total assets at end of year2022-12-31$10,348,923
Value of total assets at beginning of year2022-12-31$11,184,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,510
Total interest from all sources2022-12-31$8,720
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,616
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$11,616
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$154,931
Participant contributions at end of year2022-12-31$164,089
Participant contributions at beginning of year2022-12-31$163,647
Participant contributions at end of year2022-12-31$12,826
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,969
Other income not declared elsewhere2022-12-31$-2,775
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$-835,350
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,348,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,184,273
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$486,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$515,766
Value of interest in pooled separate accounts at end of year2022-12-31$3,874,517
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,313,003
Interest on participant loans2022-12-31$8,443
Interest earned on other investments2022-12-31$277
Value of interest in common/collective trusts at end of year2022-12-31$5,702,038
Value of interest in common/collective trusts at beginning of year2022-12-31$6,144,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$46,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-84,566
Net investment gain/loss from pooled separate accounts2022-12-31$-474,507
Net investment gain or loss from common/collective trusts2022-12-31$-1,073,742
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$767,883
Employer contributions (assets) at end of year2022-12-31$65,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$166,369
Contract administrator fees2022-12-31$10,510
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 name2022-12-31POULSEN, VANLEUVEN & CAMULL PA
Accountancy firm EIN2022-12-31820410821
2021 : CENTER FOR HUMAN DEVELOPMENT, INC. 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$2,191,625
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,142,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,115,587
Value of total corrective distributions2021-12-31$15,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$778,620
Value of total assets at end of year2021-12-31$11,184,273
Value of total assets at beginning of year2021-12-31$10,134,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,346
Total interest from all sources2021-12-31$10,142
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,170
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$10,170
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$119,559
Participant contributions at end of year2021-12-31$163,647
Participant contributions at beginning of year2021-12-31$192,824
Participant contributions at beginning of year2021-12-31$10,171
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,983
Other income not declared elsewhere2021-12-31$-354
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$1,049,434
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,184,273
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,134,839
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$515,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$740,600
Value of interest in pooled separate accounts at end of year2021-12-31$4,313,003
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,078,380
Interest on participant loans2021-12-31$9,670
Interest earned on other investments2021-12-31$472
Value of interest in common/collective trusts at end of year2021-12-31$6,144,918
Value of interest in common/collective trusts at beginning of year2021-12-31$5,014,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$46,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$51,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,555
Net investment gain/loss from pooled separate accounts2021-12-31$589,117
Net investment gain or loss from common/collective trusts2021-12-31$794,375
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$634,078
Employer contributions (assets) at beginning of year2021-12-31$47,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,115,587
Contract administrator fees2021-12-31$11,346
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31POULSEN, VANLEUVEN & CAMULL PA
Accountancy firm EIN2021-12-31820410821
2020 : CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to 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$1,671,340
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,113,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,104,485
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$731,476
Value of total assets at end of year2020-12-31$10,134,839
Value of total assets at beginning of year2020-12-31$9,576,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,893
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$13,762
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,251
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$10,251
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$128,542
Participant contributions at end of year2020-12-31$192,824
Participant contributions at beginning of year2020-12-31$213,734
Participant contributions at end of year2020-12-31$10,171
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,698
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$72
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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$557,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,134,839
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,576,877
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$740,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$526,118
Value of interest in pooled separate accounts at end of year2020-12-31$4,078,380
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,901,589
Interest on participant loans2020-12-31$13,089
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$673
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$5,014,293
Value of interest in common/collective trusts at beginning of year2020-12-31$4,854,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$51,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$81,426
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$36,682
Net investment gain/loss from pooled separate accounts2020-12-31$283,974
Net investment gain or loss from common/collective trusts2020-12-31$595,123
Net gain/loss from 103.12 investment entities2020-12-31$0
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$596,236
Employer contributions (assets) at end of year2020-12-31$47,375
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,104,485
Contract administrator fees2020-12-31$8,893
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POULSEN, VANLEUVEN & CATMULL
Accountancy firm EIN2020-12-31820410821
2019 : CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to 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 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$2,207,162
Total income from all sources (including contributions)2019-12-31$2,207,162
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$531,725
Total of all expenses incurred2019-12-31$531,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,416
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$715,481
Value of total assets at end of year2019-12-31$9,576,877
Value of total assets at beginning of year2019-12-31$7,901,440
Value of total assets at beginning of year2019-12-31$7,901,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,309
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$15,746
Total interest from all sources2019-12-31$15,746
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,292
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,292
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$106,217
Participant contributions at end of year2019-12-31$213,734
Participant contributions at end of year2019-12-31$213,734
Participant contributions at beginning of year2019-12-31$235,297
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,006
Other income not declared elsewhere2019-12-31$1,006
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
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$1,675,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,576,877
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,901,440
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,901,440
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
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
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$526,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$526,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$523,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$523,307
Value of interest in pooled separate accounts at end of year2019-12-31$3,901,589
Value of interest in pooled separate accounts at end of year2019-12-31$3,901,589
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,578,557
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,578,557
Interest on participant loans2019-12-31$14,767
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$979
Interest earned on other investments2019-12-31$979
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,854,010
Value of interest in common/collective trusts at end of year2019-12-31$4,854,010
Value of interest in common/collective trusts at beginning of year2019-12-31$3,516,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$81,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$81,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,376
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$49,824
Net investment gain/loss from pooled separate accounts2019-12-31$642,645
Net investment gain/loss from pooled separate accounts2019-12-31$642,645
Net investment gain or loss from common/collective trusts2019-12-31$771,168
Net investment gain or loss from common/collective trusts2019-12-31$771,168
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$532,047
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,416
Contract administrator fees2019-12-31$11,309
Contract administrator fees2019-12-31$11,309
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31POULSEN VANLEUVEN& CATMULL
Accountancy firm name2019-12-31POULSEN VANLEUVEN& CATMULL
Accountancy firm EIN2019-12-31820410821
Accountancy firm EIN2019-12-31820410821

Form 5500 Responses for CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN

2023: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CENTER FOR HUMAN DEVELOPMENT, INC. RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number418739
Policy instance 1
Insurance contract or identification number418739
Number of Individuals Covered165
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number418739
Policy instance 1
Insurance contract or identification number418739
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number418739
Policy instance 1
Insurance contract or identification number418739
Number of Individuals Covered136
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number418739
Policy instance 1
Insurance contract or identification number418739
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number418739
Policy instance 1
Insurance contract or identification number418739
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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