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EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

COORDINATED FAMILY CARE has sponsored the creation of one or more 401k plans.

Company Name:COORDINATED FAMILY CARE
Employer identification number (EIN):223829444
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JOAN LYNEIS
0012023-01-01
0012023-01-01JOAN LYNEIS
0012023-01-01JOAN LYNEIS
0012022-01-01
0012022-01-01
0012022-01-01JOAN LYNEIS
0012021-01-01
0012020-01-01JOAN LYNEIS2021-07-28
0012020-01-01
0012019-01-01JOAN LYNEIS2020-10-19
0012019-01-01
0012018-01-01JOAN LYNEIS2019-05-03
0012017-01-01JOAN LYNEIS2018-05-18
0012016-01-01JOAN LYNEIS2017-08-04 SUZANNE KREIE2017-08-04
0012015-01-01JOAN LYNEIS2016-05-20 SUZANNE KREIE2016-05-20
0012014-01-01JOAN LYNEIS2015-04-24
0012014-01-01JOAN LYNEIS2015-10-09 SUZANNE KREIE2015-10-09
0012014-01-01JOAN LYNEIS2015-09-23 SUZANNE KREIE2015-09-23
0012014-01-01JOAN LYNEIS2015-04-24
0012013-01-01JOAN LYNEIS2014-07-25
0012012-01-01COORDINATED FAMILY CARE2013-06-20
0012011-01-01COORDINATED FAMILY CARE2012-07-24
0012010-01-01COORDINATED FAMILY CARE2011-07-19

Financial Data on EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE

Measure Date Value
2023 : EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,593,436
Total of all expenses incurred2023-12-31$619,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$591,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$721,483
Value of total assets at end of year2023-12-31$5,730,112
Value of total assets at beginning of year2023-12-31$4,755,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,225
Total interest from all sources2023-12-31$1,392
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,172
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,172
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$450,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$382,212
Participant contributions at end of year2023-12-31$36,154
Participant contributions at beginning of year2023-12-31$25,523
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$68,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$974,253
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,730,112
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,755,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,525,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,230,751
Interest on participant loans2023-12-31$1,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$168,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$499,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$269,631
Net gain/loss from 103.12 investment entities2023-12-31$598,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$270,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$591,958
Contract administrator fees2023-12-31$27,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDG-CPAS
Accountancy firm EIN2023-12-31222625944
Total income from all sources (including contributions)2023-01-01$1,593,436
Total of all expenses incurred2023-01-01$619,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$591,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$721,483
Value of total assets at end of year2023-01-01$5,730,112
Value of total assets at beginning of year2023-01-01$4,755,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$27,225
Total interest from all sources2023-01-01$1,392
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,172
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,172
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$450,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$382,212
Participant contributions at end of year2023-01-01$36,154
Participant contributions at beginning of year2023-01-01$25,523
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$68,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$974,253
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,730,112
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,755,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$5,525,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,230,751
Interest on participant loans2023-01-01$1,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$168,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$499,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$269,631
Net gain/loss from 103.12 investment entities2023-01-01$598,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$270,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$591,958
Contract administrator fees2023-01-01$27,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDG-CPAS
Accountancy firm EIN2023-01-01222625944
2022 : EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$54,242
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$401,271
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,035,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,034,403
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$728,663
Value of total assets at end of year2022-12-31$4,755,859
Value of total assets at beginning of year2022-12-31$5,335,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,022
Total interest from all sources2022-12-31$2,273
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$417,205
Participant contributions at end of year2022-12-31$25,523
Participant contributions at beginning of year2022-12-31$31,990
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$659,751
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-634,154
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,755,859
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,335,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,230,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,105,663
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$1,173
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,100
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$499,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$198,118
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-329,665
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$311,458
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$374,652
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDG-CPAS
Accountancy firm EIN2022-12-31222625944
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$54,242
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$401,271
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,035,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,034,403
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$728,663
Value of total assets at end of year2022-01-01$4,755,859
Value of total assets at beginning of year2022-01-01$5,335,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,022
Total interest from all sources2022-01-01$2,273
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$0
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$417,205
Participant contributions at end of year2022-01-01$25,523
Participant contributions at beginning of year2022-01-01$31,990
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$659,751
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Administrative expenses (other) incurred2022-01-01$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-634,154
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,755,859
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,335,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,230,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,105,663
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest on participant loans2022-01-01$1,173
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$1,100
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$499,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$198,118
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$0
Net investment gain/loss from pooled separate accounts2022-01-01$-329,665
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$311,458
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$374,652
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDG-CPAS
Accountancy firm EIN2022-01-01222625944
2021 : EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,251,704
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$122,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$118,944
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$525,637
Value of total assets at end of year2021-12-31$5,335,771
Value of total assets at beginning of year2021-12-31$4,191,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,969
Total interest from all sources2021-12-31$3,913
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$297,240
Participant contributions at end of year2021-12-31$31,990
Participant contributions at beginning of year2021-12-31$38,148
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,255
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,128,791
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,335,771
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,191,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,105,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,994,055
Interest on participant loans2021-12-31$2,004
Interest earned on other investments2021-12-31$1,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$198,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$159,602
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$722,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$222,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$118,944
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
2020 : EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$929,635
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$122,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$122,114
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$454,511
Value of total assets at end of year2020-12-31$4,191,805
Value of total assets at beginning of year2020-12-31$3,384,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$476
Total interest from all sources2020-12-31$4,051
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$266,350
Participant contributions at end of year2020-12-31$38,147
Participant contributions at beginning of year2020-12-31$58,119
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$17,430
Administrative expenses (other) incurred2020-12-31$476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$807,045
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,191,805
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,384,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,994,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,207,125
Interest on participant loans2020-12-31$2,621
Interest earned on other investments2020-12-31$1,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$159,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$119,516
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$453,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$188,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$122,114
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
2019 : EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$966,248
Total of all expenses incurred2019-12-31$166,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$157,284
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$416,711
Value of total assets at end of year2019-12-31$3,384,760
Value of total assets at beginning of year2019-12-31$2,574,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,006
Total interest from all sources2019-12-31$4,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$212,704
Participant contributions at end of year2019-12-31$58,119
Participant contributions at beginning of year2019-12-31$60,715
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,018
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$9,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$799,958
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,384,760
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,574,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,207,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,428,446
Interest on participant loans2019-12-31$2,898
Interest earned on other investments2019-12-31$1,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$119,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,838
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$544,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$158,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$157,284
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE

2023: EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF COORDINATED FAMILY CARE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number634734
Policy instance 1
Insurance contract or identification number634734
Number of Individuals Covered148
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,242
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number911829
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059138E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059138E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059138E
Policy instance 1

Potentially related plans

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