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MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NameMORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN
Plan identification number 001

MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MORRIS HEIGHTS HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:MORRIS HEIGHTS HEALTH CENTER
Employer identification number (EIN):061081232
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01
0012016-07-01MARI G. MILLET2018-04-07
0012016-07-01MARI G. MILLET2018-04-07
0012016-07-01MARI G. MILLET2018-07-02
0012016-07-01MARI G. MILLET2018-07-02
0012015-07-01DAVE WHITE
0012014-07-01GABRIEL M. VONLEH
0012014-07-01GABRIEL M. VONLEH
0012013-07-01VERONA GREENLAND
0012012-07-01VERONA GREENLAND
0012011-07-01VERONA GREENLAND
0012009-07-01JUDITH FAIRWEATHER JUDITH FAIRWEATHER2011-06-15
0012009-07-01WILLIAM CLEMANS
0012009-07-01JUDITH FAIRWEATHER JUDITH FAIRWEATHER2011-06-15

Plan Statistics for MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN

401k plan membership statisitcs for MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN

Measure Date Value
2018: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01783
Total number of active participants reported on line 7a of the Form 55002018-07-01558
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01179
Total of all active and inactive participants2018-07-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01737
Number of participants with account balances2018-07-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01608
Total number of active participants reported on line 7a of the Form 55002017-07-01538
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01245
Total of all active and inactive participants2017-07-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01783
Number of participants with account balances2017-07-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01605
Total number of active participants reported on line 7a of the Form 55002016-07-01465
Number of retired or separated participants receiving benefits2016-07-017
Number of other retired or separated participants entitled to future benefits2016-07-01134
Total of all active and inactive participants2016-07-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01606
Number of participants with account balances2016-07-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01568
Total number of active participants reported on line 7a of the Form 55002015-07-01432
Number of retired or separated participants receiving benefits2015-07-016
Number of other retired or separated participants entitled to future benefits2015-07-01156
Total of all active and inactive participants2015-07-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01594
Number of participants with account balances2015-07-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0110
2014: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01525
Total number of active participants reported on line 7a of the Form 55002014-07-01420
Number of retired or separated participants receiving benefits2014-07-017
Number of other retired or separated participants entitled to future benefits2014-07-01124
Total of all active and inactive participants2014-07-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01551
Number of participants with account balances2014-07-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0119
2013: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01494
Total number of active participants reported on line 7a of the Form 55002013-07-01383
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01123
Total of all active and inactive participants2013-07-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01506
Number of participants with account balances2013-07-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0113
2012: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01462
Total number of active participants reported on line 7a of the Form 55002012-07-01363
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01112
Total of all active and inactive participants2012-07-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01475
Number of participants with account balances2012-07-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01462
Total number of active participants reported on line 7a of the Form 55002011-07-01350
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-0196
Total of all active and inactive participants2011-07-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01450
Number of participants with account balances2011-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01388
Total number of active participants reported on line 7a of the Form 55002009-07-01332
Number of retired or separated participants receiving benefits2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-0176
Total of all active and inactive participants2009-07-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01413
Number of participants with account balances2009-07-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN

Measure Date Value
2019 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$477,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$694,281
Total income from all sources (including contributions)2019-06-30$2,534,822
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,059,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,909,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,614,620
Value of total assets at end of year2019-06-30$21,733,008
Value of total assets at beginning of year2019-06-30$22,474,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$149,533
Total interest from all sources2019-06-30$410
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$688,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$688,744
Administrative expenses professional fees incurred2019-06-30$10,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$687,423
Participant contributions at end of year2019-06-30$26,611
Participant contributions at beginning of year2019-06-30$0
Assets. Other investments not covered elsewhere at end of year2019-06-30$74,463
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$74,463
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$390,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$17,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$17,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$477,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$694,281
Administrative expenses (other) incurred2019-06-30$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-524,619
Value of net assets at end of year (total assets less liabilities)2019-06-30$21,255,574
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$21,780,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$50,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$19,941,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$337,191
Interest on participant loans2019-06-30$410
Value of interest in common/collective trusts at end of year2019-06-30$967,504
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$705,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$22,045,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$22,045,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$220,414
Net investment gain or loss from common/collective trusts2019-06-30$10,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$537,169
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,909,908
Contract administrator fees2019-06-30$88,619
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30COHNREZNICK LLP
Accountancy firm EIN2019-06-30221478099
2018 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$694,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,695
Total income from all sources (including contributions)2018-06-30$1,764,452
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$522,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$468,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$725,413
Value of total assets at end of year2018-06-30$22,474,474
Value of total assets at beginning of year2018-06-30$20,543,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$53,697
Total interest from all sources2018-06-30$10,125
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$127,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$127,459
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$150,843
Assets. Other investments not covered elsewhere at end of year2018-06-30$74,463
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$560,724
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$190,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$17,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$17,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$694,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$4,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,241,853
Value of net assets at end of year (total assets less liabilities)2018-06-30$21,780,193
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$20,538,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$337,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$22,045,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$19,511,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$19,511,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$10,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$901,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$384,259
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$453,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$468,902
Contract administrator fees2018-06-30$53,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30COHNREZNICK LLP
Accountancy firm EIN2018-06-30221478099
2017 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$4,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$51,744
Total income from all sources (including contributions)2017-06-30$3,292,191
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,694,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,668,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,469,682
Value of total assets at end of year2017-06-30$20,543,035
Value of total assets at beginning of year2017-06-30$18,992,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$26,616
Total interest from all sources2017-06-30$5,180
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$686,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$686,227
Administrative expenses professional fees incurred2017-06-30$6,900
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$560,724
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$1,524,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$17,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$4,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$51,744
Other income not declared elsewhere2017-06-30$-1,216
Administrative expenses (other) incurred2017-06-30$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,597,416
Value of net assets at end of year (total assets less liabilities)2017-06-30$20,538,340
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$18,940,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,581,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$19,511,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$513,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$513,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$5,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,132,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,469,682
Employer contributions (assets) at end of year2017-06-30$453,132
Employer contributions (assets) at beginning of year2017-06-30$220,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,668,159
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$148,974
Contract administrator fees2017-06-30$19,650
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30COHN REZNICK LLP
Accountancy firm EIN2017-06-30221478099
2016 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$51,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$12,078
Total income from all sources (including contributions)2016-06-30$945,168
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,036,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,013,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,433,981
Value of total assets at end of year2016-06-30$18,992,668
Value of total assets at beginning of year2016-06-30$21,044,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$22,975
Total interest from all sources2016-06-30$9,082
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$835,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$835,834
Administrative expenses professional fees incurred2016-06-30$6,775
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$1,524,634
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,566,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$11,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$51,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$12,078
Other income not declared elsewhere2016-06-30$-237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,091,284
Value of net assets at end of year (total assets less liabilities)2016-06-30$18,940,924
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$21,032,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,581,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,605,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$513,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,709,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,709,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$9,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,333,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,433,981
Employer contributions (assets) at end of year2016-06-30$220,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,013,477
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$148,974
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$150,972
Contract administrator fees2016-06-30$16,200
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30COHN REZNICK LLP
Accountancy firm EIN2016-06-30221478099
2015 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$982,268
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$565,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$542,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,276,612
Value of total assets at end of year2015-06-30$21,032,208
Value of total assets at beginning of year2015-06-30$20,615,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$22,793
Total interest from all sources2015-06-30$9,028
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$926,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$926,044
Administrative expenses professional fees incurred2015-06-30$6,518
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,566,316
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,391,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$11,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$11,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$12,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$416,615
Value of net assets at end of year (total assets less liabilities)2015-06-30$21,032,208
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$20,615,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,605,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$17,880,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,697,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$911,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$911,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$9,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$6,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-1,229,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,276,612
Employer contributions (assets) at beginning of year2015-06-30$265,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$542,860
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$150,972
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$154,392
Contract administrator fees2015-06-30$16,275
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30COHNREZNICK LLP
Accountancy firm EIN2015-06-30221478099
2014 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,438,925
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,033,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,010,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,140,242
Value of total assets at end of year2014-06-30$20,615,593
Value of total assets at beginning of year2014-06-30$18,209,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$22,910
Total interest from all sources2014-06-30$34,119
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$647,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$647,513
Administrative expenses professional fees incurred2014-06-30$6,878
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,391,901
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$1,385,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$11,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$11,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,405,883
Value of net assets at end of year (total assets less liabilities)2014-06-30$20,615,593
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$18,209,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$432
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$17,880,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$14,986,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$911,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$733,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$733,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$34,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$389,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,617,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,140,242
Employer contributions (assets) at end of year2014-06-30$265,846
Employer contributions (assets) at beginning of year2014-06-30$469,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,010,132
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$154,392
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$233,317
Contract administrator fees2014-06-30$15,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30COHNREZNICK LLP
Accountancy firm EIN2014-06-30221478099
2013 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$538
Total income from all sources (including contributions)2013-06-30$2,245,491
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,154,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,128,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,069,762
Value of total assets at end of year2013-06-30$18,209,710
Value of total assets at beginning of year2013-06-30$17,119,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$25,698
Total interest from all sources2013-06-30$20,472
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,155,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,155,257
Administrative expenses professional fees incurred2013-06-30$6,270
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,069,762
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,385,468
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,446,316
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$48,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$11,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$11,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,090,830
Value of net assets at end of year (total assets less liabilities)2013-06-30$18,209,710
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$17,118,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$1,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$14,986,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$14,041,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$733,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$561,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$561,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$20,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$389,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$386,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Employer contributions (assets) at end of year2013-06-30$469,919
Employer contributions (assets) at beginning of year2013-06-30$388,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,080,547
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$233,317
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$282,723
Contract administrator fees2013-06-30$17,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$538
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30COHNREZNICK LLP
Accountancy firm EIN2013-06-30221478099
2012 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$538
Total income from all sources (including contributions)2012-06-30$839,134
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,110,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,083,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$969,095
Value of total assets at end of year2012-06-30$17,119,418
Value of total assets at beginning of year2012-06-30$18,390,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$26,472
Total interest from all sources2012-06-30$30,002
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$820,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$820,586
Administrative expenses professional fees incurred2012-06-30$5,775
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,446,316
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$1,420,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$11,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$11,708
Administrative expenses (other) incurred2012-06-30$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,271,026
Value of net assets at end of year (total assets less liabilities)2012-06-30$17,118,880
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$18,389,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$14,041,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$14,586,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$561,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$685,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$685,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$30,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$386,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$449,321
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$8,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-980,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$969,095
Employer contributions (assets) at end of year2012-06-30$388,947
Employer contributions (assets) at beginning of year2012-06-30$388,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,075,272
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$569,851
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$282,723
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$278,009
Contract administrator fees2012-06-30$18,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$538
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$538
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30COHNREZNICK LLP
Accountancy firm EIN2012-06-30221478099
2011 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,775
Total income from all sources (including contributions)2011-06-30$3,283,746
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,216,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,188,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$688,702
Value of total assets at end of year2011-06-30$18,390,444
Value of total assets at beginning of year2011-06-30$16,324,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$27,568
Total interest from all sources2011-06-30$45,079
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$562,960
Administrative expenses professional fees incurred2011-06-30$6,120
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$16,018,844
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$12,877,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$16,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$11,708
Other income not declared elsewhere2011-06-30$2,549,965
Administrative expenses (other) incurred2011-06-30$1,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,067,324
Value of net assets at end of year (total assets less liabilities)2011-06-30$18,389,906
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$16,322,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$869
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$14,586,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$685,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,523,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,523,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$45,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$449,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$442,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$688,702
Employer contributions (assets) at end of year2011-06-30$388,730
Employer contributions (assets) at beginning of year2011-06-30$409,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,171,946
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$569,851
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$478,287
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$278,009
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$459,792
Contract administrator fees2011-06-30$18,725
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$132,677
Liabilities. Value of benefit claims payable at end of year2011-06-30$538
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,775
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SEJOUR & BLAU PC CPA'S
Accountancy firm EIN2011-06-30112642649
2010 : MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN

2018: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: MORRIS HEIGHTS HEALTH CENTER PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U371
Policy instance 1
Insurance contract or identification number000 U371
Number of Individuals Covered4
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U371
Policy instance 1
Insurance contract or identification number000 U371
Number of Individuals Covered5
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered7
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered530
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered488
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered458
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered431
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number000 U1371
Policy instance 1
Insurance contract or identification number000 U1371
Number of Individuals Covered403
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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