South Central Health and Rehabilitation has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN
401k plan membership statisitcs for SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 173 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 141 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 49 |
| Total of all active and inactive participants | 2022-07-01 | 190 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 190 |
| Number of participants with account balances | 2022-07-01 | 187 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 18 |
| 2021: SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 120 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 29 |
| Total of all active and inactive participants | 2021-07-01 | 149 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 149 |
| Number of participants with account balances | 2021-07-01 | 147 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 20 |
| Measure | Date | Value |
|---|
| 2023 : SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-06-30 | $623,027 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $613,150 |
| Value of total assets at end of year | 2023-06-30 | $2,017,989 |
| Value of total assets at beginning of year | 2023-06-30 | $1,394,962 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $13,038 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $13,038 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $623,027 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $2,017,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,394,962 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $1,465,839 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $900,551 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $-3,161 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $613,150 |
| Employer contributions (assets) at end of year | 2023-06-30 | $552,150 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $494,411 |
| Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | HUTCHINSON AND BLOODGOOD, LLP |
| Accountancy firm EIN | 2023-06-30 | 950858589 |
| 2022 : SOUTHERN CALIFORNIA HEALTH & REHABILITATION PROGRAM PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-06-30 | $510,645 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $534,953 |
| Value of total assets at end of year | 2022-06-30 | $1,435,504 |
| Value of total assets at beginning of year | 2022-06-30 | $924,859 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $2,157 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $2,157 |
| Was this plan covered by a fidelity bond | 2022-06-30 | No |
| Value of fidelity bond cover | 2022-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $510,645 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,435,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $924,859 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $900,551 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $441,970 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-24,308 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $534,953 |
| Employer contributions (assets) at end of year | 2022-06-30 | $534,953 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $482,889 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | HUTCHINSON AND BLOODGOOD, LLP |
| Accountancy firm EIN | 2022-06-30 | 950858589 |
