401k Plan data: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN plan

ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 401k Plan overview

Plan Name	ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN
Plan identification number	003

ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

ODA PRIMARY HEALTHCARE NETWORK, INC has sponsored the creation of one or more 401k plans.

Company Name: ODA PRIMARY HEALTHCARE NETWORK, INC

Employer identification number (EIN): 112329960

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 LENNIE TRAINER LENNIE TRAINER 2013-10-13
003 2011-01-01 AVI BECKERMAN AVI BECKERMAN 2012-12-21
003 2010-01-01 MICHAEL BRANDSDORFER 2011-10-12 MICHAEL BRANDSDORFER 2011-10-12
003 2009-01-01 MICHAEL BRANDSDORFER MICHAEL BRANDSDORFER 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	LENNIE TRAINER		LENNIE TRAINER	2013-10-13
003	2011-01-01	AVI BECKERMAN		AVI BECKERMAN	2012-12-21
003	2010-01-01	MICHAEL BRANDSDORFER	2011-10-12	MICHAEL BRANDSDORFER	2011-10-12
003	2009-01-01	MICHAEL BRANDSDORFER		MICHAEL BRANDSDORFER	2010-07-14

Financial Data on ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN

Measure	Date	Value
2014 : ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$1,816,122
Total income from all sources (including contributions)	2014-12-31	$261,108
Total of all expenses incurred	2014-12-31	$141,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$111,197
Value of total corrective distributions	2014-12-31	$26,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$186,324
Value of total assets at end of year	2014-12-31	$565,855
Value of total assets at beginning of year	2014-12-31	$2,262,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,274
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$17,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$17,826
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$243,210
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$172,910
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$13,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$119,526
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$565,855
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,262,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$565,855
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,954,852
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$307,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$34,090
Net investment gain/loss from pooled separate accounts	2014-12-31	$22,148
Net investment gain or loss from common/collective trusts	2014-12-31	$720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$111,197
Contract administrator fees	2014-12-31	$4,274
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$584,395
Total of all expenses incurred	2013-12-31	$146,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$52,399
Value of total corrective distributions	2013-12-31	$68,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$286,216
Value of total assets at end of year	2013-12-31	$2,262,451
Value of total assets at beginning of year	2013-12-31	$1,824,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$322
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$226,245
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$286,216
Participant contributions at beginning of year	2013-12-31	$10,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$438,345
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,262,451
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,824,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,954,852
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,435,872
Value of interest in common/collective trusts at end of year	2013-12-31	$307,599
Value of interest in common/collective trusts at beginning of year	2013-12-31	$227,829
Net investment gain/loss from pooled separate accounts	2013-12-31	$298,575
Net investment gain or loss from common/collective trusts	2013-12-31	$-396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at beginning of year	2013-12-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$52,399
Contract administrator fees	2013-12-31	$24,785
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COHNREZNICK LLP
Accountancy firm EIN	2013-12-31	221478099
2012 : ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$633,048
Total of all expenses incurred	2012-12-31	$274,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$205,244
Value of total corrective distributions	2012-12-31	$47,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$451,197
Value of total assets at end of year	2012-12-31	$1,824,106
Value of total assets at beginning of year	2012-12-31	$1,465,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$293
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$279,533
Participant contributions at end of year	2012-12-31	$10,405
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$358,330
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,824,106
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,465,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$21,368
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,435,872
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,194,054
Value of interest in common/collective trusts at end of year	2012-12-31	$227,829
Value of interest in common/collective trusts at beginning of year	2012-12-31	$271,722
Net investment gain/loss from pooled separate accounts	2012-12-31	$181,453
Net investment gain or loss from common/collective trusts	2012-12-31	$398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$150,000
Employer contributions (assets) at end of year	2012-12-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$205,244
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$165
Total income from all sources (including contributions)	2011-12-31	$264,654
Total of all expenses incurred	2011-12-31	$237,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$166,913
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$47,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$295,305
Value of total assets at end of year	2011-12-31	$1,465,776
Value of total assets at beginning of year	2011-12-31	$1,439,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$23,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$175,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$281,732
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$165
Administrative expenses (other) incurred	2011-12-31	$3,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$26,816
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,465,776
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,438,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$20,460
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,194,054
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,439,125
Value of interest in common/collective trusts at end of year	2011-12-31	$271,722
Net investment gain/loss from pooled separate accounts	2011-12-31	$-30,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$166,913
Contract administrator fees	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	COHEN REZNICK LLP
Accountancy firm EIN	2011-12-31	221478099
2009 : ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN

2014: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: ODA PRIMARY CARE HEALTH CENTER 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number	82220
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number	82220
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number	82220
Policy instance	1

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Company Name:	ODA PRIMARY HEALTHCARE NETWORK, INC
Employer identification number (EIN):	112329960
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)