BARTZ-ALTADONNA COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARTZ-ALTADONNA COMMUNITY HEALTH CENTER
| Measure | Date | Value |
|---|
| 2025 : BARTZ-ALTADONNA COMMUNITY HEALTH CENTER 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 165038 |
| Net assets as of the end of the plan year | 2025-07-10 | 3684245 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 2756701 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 10000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 394141 |
| Value of participant loans at end of plan year | 2025-07-10 | 78316 |
| Other contributions to plan in this plan year | 2025-07-10 | 4661 |
| Other income to plan in this plan year | 2025-07-10 | 336514 |
| Plan net income in this plan year | 2025-07-10 | 927544 |
| Net assets as of the end of the plan year | 2025-07-10 | 3684245 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 2756701 |
| Employer contributions to plan in this plan year | 2025-07-10 | 357266 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-10 | 26313 |
| 2024 : BARTZ-ALTADONNA COMMUNITY HEALTH CENTER 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 336530 |
| Net assets as of the end of the plan year | 2024-10-15 | 2756701 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2022867 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 10000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 419984 |
| Value of participant loans at end of plan year | 2024-10-15 | 52327 |
| Other income to plan in this plan year | 2024-10-15 | 302630 |
| Plan net income in this plan year | 2024-10-15 | 733834 |
| Net assets as of the end of the plan year | 2024-10-15 | 2756701 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2022867 |
| Employer contributions to plan in this plan year | 2024-10-15 | 347750 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 14673 |
| 2022 : BARTZ-ALTADONNA COMMUNITY HEALTH CENTER 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $664,531 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $276,009 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $269,318 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $926,752 |
| Value of total assets at end of year | 2022-12-31 | $2,022,867 |
| Value of total assets at beginning of year | 2022-12-31 | $1,634,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,691 |
| Total interest from all sources | 2022-12-31 | $3,390 |
| 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 year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $374,682 |
| Participant contributions at end of year | 2022-12-31 | $66,739 |
| Participant contributions at beginning of year | 2022-12-31 | $70,076 |
| Participant contributions at end of year | 2022-12-31 | $11,133 |
| Participant contributions at beginning of year | 2022-12-31 | $7,109 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $260,828 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $121 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $107 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $388,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,022,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,634,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,891,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,463,944 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $33,560 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $87,668 |
| Interest on participant loans | 2022-12-31 | $3,390 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-266,100 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $489 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $291,242 |
| Employer contributions (assets) at end of year | 2022-12-31 | $19,537 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $5,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $269,318 |
| Contract administrator fees | 2022-12-31 | $6,691 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | VASQUEZ AND COMPANY LLP |
| Accountancy firm EIN | 2022-12-31 | 330700332 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $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 | $664,531 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $276,009 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $269,318 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $926,752 |
| Value of total assets at end of year | 2022-01-01 | $2,022,867 |
| Value of total assets at beginning of year | 2022-01-01 | $1,634,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $6,691 |
| Total interest from all sources | 2022-01-01 | $3,390 |
| 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 year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $374,682 |
| Participant contributions at end of year | 2022-01-01 | $66,739 |
| Participant contributions at beginning of year | 2022-01-01 | $70,076 |
| Participant contributions at end of year | 2022-01-01 | $11,133 |
| Participant contributions at beginning of year | 2022-01-01 | $7,109 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $260,828 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $121 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $107 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $388,522 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,022,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,634,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,891,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,463,944 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $33,560 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $87,668 |
| Interest on participant loans | 2022-01-01 | $3,390 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-266,100 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $489 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $291,242 |
| Employer contributions (assets) at end of year | 2022-01-01 | $19,537 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $5,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $269,318 |
| Contract administrator fees | 2022-01-01 | $6,691 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | VASQUEZ AND COMPANY LLP |
| Accountancy firm EIN | 2022-01-01 | 330700332 |
| 2021 : BARTZ-ALTADONNA COMMUNITY HEALTH CENTER 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $761,055 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $135,639 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $130,845 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $623,743 |
| Value of total assets at end of year | 2021-12-31 | $1,634,345 |
| Value of total assets at beginning of year | 2021-12-31 | $1,008,929 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,794 |
| Total interest from all sources | 2021-12-31 | $3,124 |
| 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 year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $277,140 |
| Participant contributions at end of year | 2021-12-31 | $70,076 |
| Participant contributions at beginning of year | 2021-12-31 | $56,777 |
| Participant contributions at end of year | 2021-12-31 | $7,109 |
| Participant contributions at beginning of year | 2021-12-31 | $7,005 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $149,888 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $107 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $77 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $625,416 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,634,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,008,929 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,463,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $887,404 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $87,668 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $52,195 |
| Interest on participant loans | 2021-12-31 | $3,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $133,512 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $676 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $196,715 |
| Employer contributions (assets) at end of year | 2021-12-31 | $5,441 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $5,471 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $130,845 |
| Contract administrator fees | 2021-12-31 | $4,794 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | VASQUEZ AND COMPANY LLC |
| Accountancy firm EIN | 2021-12-31 | 330700332 |
