401k Plan data: CAMINO HEALTH CENTER RETIREMENT PLAN plan

CAMINO HEALTH CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	CAMINO HEALTH CENTER RETIREMENT PLAN
Plan identification number	001

CAMINO HEALTH CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: CAMINO HEALTH CENTER

Employer identification number (EIN): 330574214

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Additional information about CAMINO HEALTH CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1825390

More information about CAMINO HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMINO HEALTH CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PAUL CACERES 2019-07-25
001 2017-01-01 PAUL CACERES 2018-08-21
001 2016-01-01 PAUL CACERES 2017-09-15
001 2015-01-01 PAUL CACERES 2016-08-16
001 2014-01-01 PAUL CACERES 2015-06-30
001 2013-01-01 PAUL CACERES 2014-06-26
001 2012-01-01 DEBRA DREW 2013-04-16
001 2011-04-01 DEBRA DREW 2012-04-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	PAUL CACERES	2019-07-25
001	2017-01-01	PAUL CACERES	2018-08-21
001	2016-01-01	PAUL CACERES	2017-09-15
001	2015-01-01	PAUL CACERES	2016-08-16
001	2014-01-01	PAUL CACERES	2015-06-30
001	2013-01-01	PAUL CACERES	2014-06-26
001	2012-01-01	DEBRA DREW	2013-04-16
001	2011-04-01	DEBRA DREW	2012-04-27

Plan Statistics for CAMINO HEALTH CENTER RETIREMENT PLAN

401k plan membership statisitcs for CAMINO HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2023: CAMINO HEALTH CENTER RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 111
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 67
Total of all active and inactive participants 2023-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 178
Number of participants with account balances 2023-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 17
2022: CAMINO HEALTH CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 54
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: CAMINO HEALTH CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: CAMINO HEALTH CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 108
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: CAMINO HEALTH CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 134
Number of participants with account balances 2019-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2

Measure	Date	Value
2023: CAMINO HEALTH CENTER RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	111
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	67
Total of all active and inactive participants	2023-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	178
Number of participants with account balances	2023-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	17
2022: CAMINO HEALTH CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	54
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: CAMINO HEALTH CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: CAMINO HEALTH CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	108
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: CAMINO HEALTH CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	134
Number of participants with account balances	2019-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2

Financial Data on CAMINO HEALTH CENTER RETIREMENT PLAN

Measure	Date	Value
2023 : CAMINO HEALTH CENTER RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$2,779,820
Total of all expenses incurred	2023-12-31	$1,837,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,835,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,366,622
Value of total assets at end of year	2023-12-31	$9,526,155
Value of total assets at beginning of year	2023-12-31	$8,583,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$2,120
Total interest from all sources	2023-12-31	$8,608
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$205,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$205,962
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$578,686
Participant contributions at end of year	2023-12-31	$118,395
Participant contributions at beginning of year	2023-12-31	$136,377
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$400,693
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$942,243
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,526,155
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,583,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$9,396,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,405,433
Interest on participant loans	2023-12-31	$8,495
Interest earned on other investments	2023-12-31	$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$10,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$41,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,198,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$387,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,835,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-12-31	300840934
2022 : CAMINO HEALTH CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-634,985
Total of all expenses incurred	2022-12-31	$711,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$708,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$961,015
Value of total assets at end of year	2022-12-31	$8,583,912
Value of total assets at beginning of year	2022-12-31	$9,930,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,398
Total interest from all sources	2022-12-31	$8,738
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$173,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$173,821
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$540,209
Participant contributions at end of year	2022-12-31	$136,377
Participant contributions at beginning of year	2022-12-31	$138,238
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$31
Administrative expenses (other) incurred	2022-12-31	$2,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,346,231
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,583,912
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,930,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,405,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,777,560
Interest on participant loans	2022-12-31	$8,477
Interest earned on other investments	2022-12-31	$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$41,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$14,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,778,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$420,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$708,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : CAMINO HEALTH CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,012,344
Total of all expenses incurred	2021-12-31	$325,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$317,527
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$813,148
Value of total assets at end of year	2021-12-31	$9,930,143
Value of total assets at beginning of year	2021-12-31	$8,243,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,176
Total interest from all sources	2021-12-31	$9,113
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$188,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$188,173
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$446,233
Participant contributions at end of year	2021-12-31	$138,238
Participant contributions at beginning of year	2021-12-31	$133,981
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$12,032
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$428
Administrative expenses (other) incurred	2021-12-31	$2,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,686,984
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,930,143
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,243,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,777,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,084,032
Interest on participant loans	2021-12-31	$9,052
Interest earned on other investments	2021-12-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$14,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,001,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$366,915
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$12,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$317,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : CAMINO HEALTH CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,706,419
Total of all expenses incurred	2020-12-31	$467,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$466,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$808,025
Value of total assets at end of year	2020-12-31	$8,243,159
Value of total assets at beginning of year	2020-12-31	$7,004,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,170
Total interest from all sources	2020-12-31	$10,588
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$135,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$135,116
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$410,827
Participant contributions at end of year	2020-12-31	$133,981
Participant contributions at beginning of year	2020-12-31	$169,700
Participant contributions at end of year	2020-12-31	$12,032
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,168
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$344
Administrative expenses (other) incurred	2020-12-31	$1,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,238,790
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,243,159
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,004,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,084,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,819,174
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$11,048
Interest on participant loans	2020-12-31	$10,529
Interest earned on other investments	2020-12-31	$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$752,612
Net investment gain/loss from pooled separate accounts	2020-12-31	$78
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$388,030
Employer contributions (assets) at end of year	2020-12-31	$12,685
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$466,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : CAMINO HEALTH CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,013,487
Total of all expenses incurred	2019-12-31	$487,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$478,974
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$758,607
Value of total assets at end of year	2019-12-31	$7,004,369
Value of total assets at beginning of year	2019-12-31	$5,478,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,198
Total interest from all sources	2019-12-31	$10,140
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$149,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$149,588
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$398,517
Participant contributions at end of year	2019-12-31	$169,700
Participant contributions at beginning of year	2019-12-31	$100,903
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,153
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$176
Administrative expenses (other) incurred	2019-12-31	$2,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,526,304
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,004,369
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,478,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,819,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,358,405
Value of interest in pooled separate accounts at end of year	2019-12-31	$11,048
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,277
Interest on participant loans	2019-12-31	$10,084
Interest earned on other investments	2019-12-31	$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,094,946
Net investment gain/loss from pooled separate accounts	2019-12-31	$206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$347,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$478,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934

Form 5500 Responses for CAMINO HEALTH CENTER RETIREMENT PLAN

2023: CAMINO HEALTH CENTER RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CAMINO HEALTH CENTER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAMINO HEALTH CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAMINO HEALTH CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAMINO HEALTH CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069419

Policy instance

Insurance contract or identification number	TT069419
Number of Individuals Covered	178
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069419

Policy instance

Insurance contract or identification number	TT069419
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069419

Policy instance

Insurance contract or identification number	TT069419
Number of Individuals Covered	158
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069419

Policy instance

Insurance contract or identification number	TT069419
Number of Individuals Covered	141
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT069419

Policy instance

Insurance contract or identification number	TT069419
Number of Individuals Covered	134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

CAMINO HEALTHCARE 401A PLAN [EIN = 943167314]

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Company Name:	CAMINO HEALTH CENTER
Employer identification number (EIN):	330574214
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1825390