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HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN
Plan identification number 001

HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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

HOPEWELL HEALTH CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOPEWELL HEALTH CENTERS, INC.
Employer identification number (EIN):311155352
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMANDA PUTNAM
0012023-01-01
0012023-01-01AMANDA PUTNAM
0012022-01-01
0012022-01-01AMANDA PUTNAM
0012021-01-01
0012021-01-01AMANDA PUTNAM
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMANDA PUTNAM
0012016-01-01AMANDA PUTNAM
0012015-01-01AMANDA PUTNAM
0012014-01-01AMANDA PUTNAM
0012013-01-01AMANDA PUTNAM
0012012-01-01MARK BRIDENBAUGH
0012011-01-01MARK BRIDENBAUGH
0012010-01-01MARK BRIDENBAUGH
0012009-01-01MARK BRIDENBAUGH

Plan Statistics for HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN

401k plan membership statisitcs for HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN

Measure Date Value
2023: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01850
Total number of active participants reported on line 7a of the Form 55002023-01-01765
Number of retired or separated participants receiving benefits2023-01-0111
Number of other retired or separated participants entitled to future benefits2023-01-01140
Total of all active and inactive participants2023-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01916
Number of participants with account balances2023-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01798
Total number of active participants reported on line 7a of the Form 55002022-01-01700
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01850
Number of participants with account balances2022-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01752
Total number of active participants reported on line 7a of the Form 55002021-01-01662
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01798
Number of participants with account balances2021-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01779
Total number of active participants reported on line 7a of the Form 55002020-01-01652
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01753
Number of participants with account balances2020-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01698
Total number of active participants reported on line 7a of the Form 55002019-01-01688
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01779
Number of participants with account balances2019-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01648
Total number of active participants reported on line 7a of the Form 55002018-01-01634
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01699
Number of participants with account balances2018-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01475
Total number of active participants reported on line 7a of the Form 55002017-01-01475
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01537
Number of participants with account balances2017-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01419
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01476
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01433
Total number of active participants reported on line 7a of the Form 55002015-01-01376
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01429
Number of participants with account balances2015-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01413
Total number of active participants reported on line 7a of the Form 55002014-01-01367
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01434
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01420
Number of participants with account balances2013-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01138
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01139
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN

Measure Date Value
2023 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,936,912
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,764,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,655,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,636,176
Value of total assets at end of year2023-12-31$32,477,576
Value of total assets at beginning of year2023-12-31$26,305,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$108,979
Total interest from all sources2023-12-31$46,893
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,116,821
Participant contributions at end of year2023-12-31$655,426
Participant contributions at beginning of year2023-12-31$608,542
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$458,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
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$6,172,010
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,477,576
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,305,566
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 pooled separate accounts at end of year2023-12-31$31,239,420
Value of interest in pooled separate accounts at beginning of year2023-12-31$25,084,141
Interest on participant loans2023-12-31$46,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$582,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$612,883
Net investment gain/loss from pooled separate accounts2023-12-31$4,253,843
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$1,060,496
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,655,923
Contract administrator fees2023-12-31$108,979
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 name2023-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2023-12-31341310124
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,936,912
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,764,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,655,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,636,176
Value of total assets at end of year2023-01-01$32,477,576
Value of total assets at beginning of year2023-01-01$26,305,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$108,979
Total interest from all sources2023-01-01$46,893
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,116,821
Participant contributions at end of year2023-01-01$655,426
Participant contributions at beginning of year2023-01-01$608,542
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$458,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
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$6,172,010
Value of net assets at end of year (total assets less liabilities)2023-01-01$32,477,576
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$26,305,566
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 pooled separate accounts at end of year2023-01-01$31,239,420
Value of interest in pooled separate accounts at beginning of year2023-01-01$25,084,141
Interest on participant loans2023-01-01$46,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$582,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$612,883
Net investment gain/loss from pooled separate accounts2023-01-01$4,253,843
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$1,060,496
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,655,923
Contract administrator fees2023-01-01$108,979
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 name2023-01-01REA & ASSOCIATES, INC.
Accountancy firm EIN2023-01-01341310124
2022 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,427,824
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,929,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,828,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,125,785
Value of total assets at end of year2022-12-31$26,305,566
Value of total assets at beginning of year2022-12-31$29,662,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,549
Total interest from all sources2022-12-31$41,220
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
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$1,914,539
Participant contributions at end of year2022-12-31$608,542
Participant contributions at beginning of year2022-12-31$604,782
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$238,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,357,209
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,305,566
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,662,775
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
Value of interest in pooled separate accounts at end of year2022-12-31$25,084,141
Value of interest in pooled separate accounts at beginning of year2022-12-31$28,382,987
Interest on participant loans2022-12-31$35,759
Interest earned on other investments2022-12-31$5,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$612,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$675,006
Net investment gain/loss from pooled separate accounts2022-12-31$-4,594,829
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$972,905
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,828,836
Contract administrator fees2022-12-31$100,549
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31341310124
Total unrealized appreciation/depreciation of assets2022-01-01$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$0
Total income from all sources (including contributions)2022-01-01$-1,427,824
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,929,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,828,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,125,785
Value of total assets at end of year2022-01-01$26,305,566
Value of total assets at beginning of year2022-01-01$29,662,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$100,549
Total interest from all sources2022-01-01$41,220
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
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$1,914,539
Participant contributions at end of year2022-01-01$608,542
Participant contributions at beginning of year2022-01-01$604,782
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$238,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,357,209
Value of net assets at end of year (total assets less liabilities)2022-01-01$26,305,566
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$29,662,775
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
Value of interest in pooled separate accounts at end of year2022-01-01$25,084,141
Value of interest in pooled separate accounts at beginning of year2022-01-01$28,382,987
Interest on participant loans2022-01-01$35,759
Interest earned on other investments2022-01-01$5,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$612,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$675,006
Net investment gain/loss from pooled separate accounts2022-01-01$-4,594,829
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$972,905
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,828,836
Contract administrator fees2022-01-01$100,549
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
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01REA & ASSOCIATES, INC.
Accountancy firm EIN2022-01-01341310124
2021 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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$6,248,312
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,500,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,396,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,676,546
Value of total assets at end of year2021-12-31$29,662,775
Value of total assets at beginning of year2021-12-31$24,914,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,770
Total interest from all sources2021-12-31$40,384
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 bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,718,619
Participant contributions at end of year2021-12-31$604,782
Participant contributions at beginning of year2021-12-31$509,952
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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$4,748,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,662,775
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,914,606
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 pooled separate accounts at end of year2021-12-31$28,382,987
Value of interest in pooled separate accounts at beginning of year2021-12-31$23,704,933
Interest on participant loans2021-12-31$34,089
Interest earned on other investments2021-12-31$6,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$675,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$699,721
Net investment gain/loss from pooled separate accounts2021-12-31$3,531,382
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$906,012
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,396,373
Contract administrator fees2021-12-31$103,770
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2021-12-31341310124
2020 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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$5,717,953
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,040,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,956,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,664,603
Value of total assets at end of year2020-12-31$24,914,606
Value of total assets at beginning of year2020-12-31$21,237,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,830
Total interest from all sources2020-12-31$41,514
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 bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,557,876
Participant contributions at end of year2020-12-31$509,952
Participant contributions at beginning of year2020-12-31$495,144
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$292,479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,591
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$3,677,090
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,914,606
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,237,516
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 pooled separate accounts at end of year2020-12-31$23,704,933
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,964,294
Interest on participant loans2020-12-31$32,928
Interest earned on other investments2020-12-31$8,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$699,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$775,487
Net investment gain/loss from pooled separate accounts2020-12-31$3,011,836
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$814,248
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,956,033
Contract administrator fees2020-12-31$84,830
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$5,956,796
Total income from all sources (including contributions)2019-12-31$5,956,796
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,695,340
Total of all expenses incurred2019-12-31$1,695,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,619,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,619,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,451,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,451,049
Value of total assets at end of year2019-12-31$21,237,602
Value of total assets at end of year2019-12-31$21,237,602
Value of total assets at beginning of year2019-12-31$16,976,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,049
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,492,415
Contributions received from participants2019-12-31$1,492,415
Participant contributions at end of year2019-12-31$495,144
Participant contributions at end of year2019-12-31$495,144
Participant contributions at beginning of year2019-12-31$379,661
Participant contributions at beginning of year2019-12-31$379,661
Participant contributions at end of year2019-12-31$43
Participant contributions at end of year2019-12-31$43
Participant contributions at beginning of year2019-12-31$42
Participant contributions at beginning of year2019-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$168,198
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$168,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$43
Total non interest bearing cash at end of year2019-12-31$2,591
Total non interest bearing cash at end of year2019-12-31$2,591
Total non interest bearing cash at beginning of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$2
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
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$4,261,456
Value of net income/loss2019-12-31$4,261,456
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,237,602
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,237,602
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,976,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$19,964,294
Value of interest in pooled separate accounts at end of year2019-12-31$19,964,294
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,884,175
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,884,175
Interest on participant loans2019-12-31$26,689
Interest earned on other investments2019-12-31$9,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$775,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$775,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$712,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$712,224
Net investment gain/loss from pooled separate accounts2019-12-31$3,505,747
Net investment gain/loss from pooled separate accounts2019-12-31$3,505,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$790,436
Contributions received in cash from employer2019-12-31$790,436
Employer contributions (assets) at end of year2019-12-31$43
Employer contributions (assets) at end of year2019-12-31$43
Employer contributions (assets) at beginning of year2019-12-31$42
Employer contributions (assets) at beginning of year2019-12-31$42
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,619,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,619,291
Contract administrator fees2019-12-31$76,049
Contract administrator fees2019-12-31$76,049
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
Accountancy firm EIN2019-12-31341310124
2018 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,691,446
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$895,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$824,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,626,590
Value of total assets at end of year2018-12-31$16,976,146
Value of total assets at beginning of year2018-12-31$16,180,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,897
Total interest from all sources2018-12-31$28,519
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,335,307
Participant contributions at end of year2018-12-31$379,661
Participant contributions at beginning of year2018-12-31$389,893
Participant contributions at end of year2018-12-31$42
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$562,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-26
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$8,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$795,689
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,976,146
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,180,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$15,884,175
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,109,227
Interest on participant loans2018-12-31$21,903
Interest earned on other investments2018-12-31$6,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$712,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$673,294
Net investment gain/loss from pooled separate accounts2018-12-31$-963,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$728,297
Employer contributions (assets) at end of year2018-12-31$42
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$824,860
Contract administrator fees2018-12-31$70,897
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,858,723
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$565,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$514,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,891,911
Value of total assets at end of year2017-12-31$16,180,457
Value of total assets at beginning of year2017-12-31$12,887,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,497
Total interest from all sources2017-12-31$24,440
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,084,545
Participant contributions at end of year2017-12-31$389,893
Participant contributions at beginning of year2017-12-31$359,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$236,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-40
Total non interest bearing cash at end of year2017-12-31$8,043
Total non interest bearing cash at beginning of year2017-12-31$8,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,292,847
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,180,457
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,887,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,109,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,870,889
Interest on participant loans2017-12-31$19,899
Interest earned on other investments2017-12-31$4,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$673,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$648,710
Net investment gain/loss from pooled separate accounts2017-12-31$1,942,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$570,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$514,379
Contract administrator fees2017-12-31$51,497
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,465,515
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$509,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,611,057
Value of total assets at end of year2016-12-31$12,887,610
Value of total assets at beginning of year2016-12-31$10,931,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,267
Total interest from all sources2016-12-31$20,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$930,600
Participant contributions at end of year2016-12-31$359,667
Participant contributions at beginning of year2016-12-31$376,561
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$187,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$8,344
Total non interest bearing cash at beginning of year2016-12-31$18,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,955,736
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,887,610
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,931,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,870,889
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,148,546
Interest on participant loans2016-12-31$18,147
Interest earned on other investments2016-12-31$2,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$648,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$388,698
Net investment gain/loss from pooled separate accounts2016-12-31$833,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$493,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,512
Contract administrator fees2016-12-31$46,267
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31341310124
2015 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,149,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,574,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,526,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,293,602
Value of total assets at end of year2015-12-31$10,931,874
Value of total assets at beginning of year2015-12-31$11,357,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,253
Total interest from all sources2015-12-31$18,715
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$824,540
Participant contributions at end of year2015-12-31$376,561
Participant contributions at beginning of year2015-12-31$438,221
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$18,069
Total non interest bearing cash at beginning of year2015-12-31$22,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-425,230
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,931,874
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,357,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$48,253
Value of interest in pooled separate accounts at end of year2015-12-31$10,148,546
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,487,669
Interest on participant loans2015-12-31$17,390
Interest earned on other investments2015-12-31$1,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$388,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$409,093
Net investment gain/loss from pooled separate accounts2015-12-31$-162,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$458,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,526,736
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341310124
2014 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,792,718
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,114,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,072,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,234,780
Value of total assets at end of year2014-12-31$11,357,104
Value of total assets at beginning of year2014-12-31$10,678,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,995
Total interest from all sources2014-12-31$21,309
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$771,464
Participant contributions at end of year2014-12-31$438,221
Participant contributions at beginning of year2014-12-31$466,532
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$22,121
Total non interest bearing cash at beginning of year2014-12-31$5,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$678,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,357,104
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,678,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,995
Value of interest in pooled separate accounts at end of year2014-12-31$10,487,669
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,829,775
Interest on participant loans2014-12-31$19,782
Interest earned on other investments2014-12-31$1,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$409,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$376,861
Net investment gain/loss from pooled separate accounts2014-12-31$536,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$445,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,072,302
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341310124
2013 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,617,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,256,953
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$584,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$545,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$964,900
Value of total assets at end of year2013-12-31$10,678,683
Value of total assets at beginning of year2013-12-31$6,388,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,873
Total interest from all sources2013-12-31$19,596
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$589,270
Participant contributions at end of year2013-12-31$466,532
Participant contributions at beginning of year2013-12-31$322,950
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$67,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$5,515
Total non interest bearing cash at beginning of year2013-12-31$5,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,672,316
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,678,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,388,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$38,873
Value of interest in pooled separate accounts at end of year2013-12-31$9,829,775
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,644,943
Interest on participant loans2013-12-31$17,780
Interest earned on other investments2013-12-31$1,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$376,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$415,822
Net investment gain/loss from pooled separate accounts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$308,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$545,764
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341310124
Total unrealized appreciation/depreciation of assets2013-07-01$0
Total transfer of assets from this plan2013-07-01$2,616,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-01$0
Total income from all sources (including contributions)2013-07-01$405,795
Total loss/gain on sale of assets2013-07-01$0
Total of all expenses incurred2013-07-01$218,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-01$202,571
Value of total corrective distributions2013-07-01$14,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-01$207,769
Value of total assets at end of year2013-07-01$0
Value of total assets at beginning of year2013-07-01$2,428,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-01$1,432
Total interest from all sources2013-07-01$1,375
Total dividends received (eg from common stock, registered investment company shares)2013-07-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-01No
Was this plan covered by a fidelity bond2013-07-01Yes
Value of fidelity bond cover2013-07-01$250,000
If this is an individual account plan, was there a blackout period2013-07-01No
Were there any nonexempt tranactions with any party-in-interest2013-07-01No
Contributions received from participants2013-07-01$147,860
Participant contributions at end of year2013-07-01$0
Participant contributions at beginning of year2013-07-01$75,144
Administrative expenses (other) incurred2013-07-01$1,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-01No
Value of net income/loss2013-07-01$187,698
Value of net assets at end of year (total assets less liabilities)2013-07-01$0
Value of net assets at beginning of year (total assets less liabilities)2013-07-01$2,428,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-01No
Were any leases to which the plan was party in default or uncollectible2013-07-01No
Value of interest in pooled separate accounts at end of year2013-07-01$0
Value of interest in pooled separate accounts at beginning of year2013-07-01$2,289,400
Interest on participant loans2013-07-01$1,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-07-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-07-01$64,031
Net investment gain/loss from pooled separate accounts2013-07-01$196,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-01No
Was there a failure to transmit to the plan any participant contributions2013-07-01No
Has the plan failed to provide any benefit when due under the plan2013-07-01No
Contributions received in cash from employer2013-07-01$59,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-01$202,571
Did the plan have assets held for investment2013-07-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-01Yes
Opinion of an independent qualified public accountant for this plan2013-07-01Disclaimer
Accountancy firm name2013-07-01REA & ASSOCIATES, INC.
Accountancy firm EIN2013-07-01341310124
2012 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$621,020
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$161,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$151,061
Value of total corrective distributions2012-12-31$4,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$395,504
Value of total assets at end of year2012-12-31$2,428,575
Value of total assets at beginning of year2012-12-31$1,968,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,320
Total interest from all sources2012-12-31$3,160
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$286,770
Participant contributions at end of year2012-12-31$75,144
Participant contributions at beginning of year2012-12-31$80,914
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,099
Administrative expenses (other) incurred2012-12-31$5,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$459,869
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,428,575
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,968,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,289,400
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,828,314
Interest on participant loans2012-12-31$3,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$64,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,478
Net investment gain/loss from pooled separate accounts2012-12-31$222,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$151,061
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341310124
2011 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$290,827
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$412,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$407,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$386,449
Value of total assets at end of year2011-12-31$1,968,706
Value of total assets at beginning of year2011-12-31$2,090,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,538
Total interest from all sources2011-12-31$2,855
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$279,771
Participant contributions at end of year2011-12-31$80,914
Participant contributions at beginning of year2011-12-31$71,927
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,282
Administrative expenses (other) incurred2011-12-31$5,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-122,058
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,968,706
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,090,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,828,314
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,976,507
Interest on participant loans2011-12-31$2,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,330
Net investment gain/loss from pooled separate accounts2011-12-31$-98,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$90,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$407,347
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341310124
2010 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$570,958
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$181,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$176,048
Expenses. Certain deemed distributions of participant loans2010-12-31$211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$336,350
Value of total assets at end of year2010-12-31$2,090,764
Value of total assets at beginning of year2010-12-31$1,701,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,485
Total interest from all sources2010-12-31$2,372
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$245,578
Participant contributions at end of year2010-12-31$71,927
Participant contributions at beginning of year2010-12-31$45,888
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,753
Administrative expenses (other) incurred2010-12-31$5,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$389,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,090,764
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,701,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,976,507
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,623,879
Interest on participant loans2010-12-31$2,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,783
Net investment gain/loss from pooled separate accounts2010-12-31$232,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$83,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$176,048
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341310124
2009 : HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN

2023: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
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: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOPEWELL HEALTH CENTERS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
Insurance contract or identification number14261
Number of Individuals Covered713
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $85,700
Total amount of fees paid to insurance companyUSD $26,795
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
Insurance contract or identification number14261
Number of Individuals Covered655
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $79,968
Total amount of fees paid to insurance companyUSD $26,693
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14261
Policy instance 1

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