401k Plan data: BURGESS HEALTH CENTER 403(B) PLAN plan

BURGESS HEALTH CENTER 403(B) PLAN 401k Plan overview

Plan Name	BURGESS HEALTH CENTER 403(B) PLAN
Plan identification number	001

BURGESS HEALTH CENTER 403(B) PLAN Benefits

401k Plan Type

Defined 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 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: BURGESS HEALTH CENTER

Employer identification number (EIN): 420859940

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about BURGESS HEALTH CENTER

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1959-04-16

Company Identification Number: 098416

Legal Registered Office Address: 1600 DIAMOND ST

ONAWA
United States of America (USA)
51040

More information about BURGESS HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURGESS HEALTH CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LYNN WOLD 2023-10-15 LYNN WOLD 2023-10-15
001 2021-01-01 JOHN WILKER 2022-10-10 JOHN WILKER 2022-10-10
001 2020-01-01 JOHN WILKER 2021-10-07 JOHN WILKER 2021-10-07
001 2019-01-01 FRANCIS TRAMP 2020-10-11 FRANCIS TRAMP 2020-10-11
001 2018-01-01 NANCY CARLSON 2019-10-03 NANCY CARLSON 2019-10-03
001 2017-01-01
001 2016-01-01
001 2015-01-01 NANCY CARLSON
001 2014-01-01 NANCY CARLSON
001 2013-01-01 NANCY CARLSON
001 2012-01-01 SHAWN GOSCH
001 2011-01-01 SHAWN GOSCH SHAWN GOSCH 2012-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LYNN WOLD	2023-10-15	LYNN WOLD	2023-10-15
001	2021-01-01	JOHN WILKER	2022-10-10	JOHN WILKER	2022-10-10
001	2020-01-01	JOHN WILKER	2021-10-07	JOHN WILKER	2021-10-07
001	2019-01-01	FRANCIS TRAMP	2020-10-11	FRANCIS TRAMP	2020-10-11
001	2018-01-01	NANCY CARLSON	2019-10-03	NANCY CARLSON	2019-10-03
001	2017-01-01
001	2016-01-01
001	2015-01-01	NANCY CARLSON
001	2014-01-01	NANCY CARLSON
001	2013-01-01	NANCY CARLSON
001	2012-01-01	SHAWN GOSCH
001	2011-01-01	SHAWN GOSCH		SHAWN GOSCH	2012-10-13

Plan Statistics for BURGESS HEALTH CENTER 403(B) PLAN

401k plan membership statisitcs for BURGESS HEALTH CENTER 403(B) PLAN

Measure Date Value
2022: BURGESS HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 274
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 323
Number of participants with account balances 2022-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: BURGESS HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 275
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 309
Number of participants with account balances 2021-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: BURGESS HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 262
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 287
Number of participants with account balances 2020-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: BURGESS HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 259
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 292
Number of participants with account balances 2019-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: BURGESS HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 254
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 286
Number of participants with account balances 2018-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: BURGESS HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 265
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 287
Number of participants with account balances 2017-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: BURGESS HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 274
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 293
Number of participants with account balances 2016-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 21
2015: BURGESS HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 280
Number of retired or separated participants receiving benefits 2015-01-01 21
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 312
Number of participants with account balances 2015-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: BURGESS HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 285
Number of retired or separated participants receiving benefits 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 305
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: BURGESS HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 268
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 291
Number of participants with account balances 2013-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: BURGESS HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 250
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 267
Number of participants with account balances 2012-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: BURGESS HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 242
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 259
Number of participants with account balances 2011-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5

Measure	Date	Value
2022: BURGESS HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	274
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	323
Number of participants with account balances	2022-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: BURGESS HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	275
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	309
Number of participants with account balances	2021-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: BURGESS HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	262
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	287
Number of participants with account balances	2020-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: BURGESS HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	259
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	292
Number of participants with account balances	2019-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: BURGESS HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	254
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	286
Number of participants with account balances	2018-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: BURGESS HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	265
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	287
Number of participants with account balances	2017-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: BURGESS HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	274
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	293
Number of participants with account balances	2016-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	21
2015: BURGESS HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	280
Number of retired or separated participants receiving benefits	2015-01-01	21
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	312
Number of participants with account balances	2015-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: BURGESS HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	285
Number of retired or separated participants receiving benefits	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	305
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: BURGESS HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	268
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	291
Number of participants with account balances	2013-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: BURGESS HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	250
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	267
Number of participants with account balances	2012-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: BURGESS HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	242
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	259
Number of participants with account balances	2011-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5

Financial Data on BURGESS HEALTH CENTER 403(B) PLAN

Measure	Date	Value
2022 : BURGESS HEALTH CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-668,064
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,531,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,400,002
Expenses. Certain deemed distributions of participant loans	2022-12-31	$31,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,733,176
Value of total assets at end of year	2022-12-31	$13,622,011
Value of total assets at beginning of year	2022-12-31	$16,821,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$99,849
Total interest from all sources	2022-12-31	$18,093
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$912,582
Participant contributions at end of year	2022-12-31	$353,933
Participant contributions at beginning of year	2022-12-31	$385,285
Participant contributions at end of year	2022-12-31	$297
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$444,870
Administrative expenses (other) incurred	2022-12-31	$99,849
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,199,879
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,622,011
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,821,890
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	$13,267,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,436,605
Interest on participant loans	2022-12-31	$18,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,419,333
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	$375,724
Employer contributions (assets) at end of year	2022-12-31	$704
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,400,002
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	EIDE BAILLY LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : BURGESS HEALTH CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,144,856
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,841,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,822,948
Expenses. Certain deemed distributions of participant loans	2021-12-31	$18,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,198,643
Value of total assets at end of year	2021-12-31	$16,821,890
Value of total assets at beginning of year	2021-12-31	$15,518,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$18,113
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$858,307
Participant contributions at end of year	2021-12-31	$385,285
Participant contributions at beginning of year	2021-12-31	$326,810
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,330
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,302,920
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,821,890
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,518,970
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	$16,436,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,190,854
Interest on participant loans	2021-12-31	$18,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,928,100
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	$330,006
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$1,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,822,948
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	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : BURGESS HEALTH CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,847,632
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$597,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$597,533
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,222,184
Value of total assets at end of year	2020-12-31	$15,518,970
Value of total assets at beginning of year	2020-12-31	$13,268,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$19,738
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$789,957
Participant contributions at end of year	2020-12-31	$326,810
Participant contributions at beginning of year	2020-12-31	$381,152
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$124,798
Total non interest bearing cash at end of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,250,099
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,518,970
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,268,871
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	$15,190,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,887,719
Interest on participant loans	2020-12-31	$19,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,605,710
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	$307,429
Employer contributions (assets) at end of year	2020-12-31	$1,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$597,533
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	SEIM JOHNSON LLP
Accountancy firm EIN	2020-12-31	476097913
2019 : BURGESS HEALTH CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	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 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	$3,466,267
Total income from all sources (including contributions)	2019-12-31	$3,466,267
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$766,034
Total of all expenses incurred	2019-12-31	$766,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$746,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$746,458
Expenses. Certain deemed distributions of participant loans	2019-12-31	$18,875
Value of total corrective distributions	2019-12-31	$701
Value of total corrective distributions	2019-12-31	$701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,188,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,188,946
Value of total assets at end of year	2019-12-31	$13,268,871
Value of total assets at end of year	2019-12-31	$13,268,871
Value of total assets at beginning of year	2019-12-31	$10,568,638
Value of total assets at beginning of year	2019-12-31	$10,568,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$18,349
Total interest from all sources	2019-12-31	$18,349
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$792,345
Contributions received from participants	2019-12-31	$792,345
Participant contributions at end of year	2019-12-31	$381,152
Participant contributions at end of year	2019-12-31	$381,152
Participant contributions at beginning of year	2019-12-31	$355,736
Participant contributions at beginning of year	2019-12-31	$355,736
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$85,972
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$85,972
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
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	$2,700,233
Value of net income/loss	2019-12-31	$2,700,233
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,268,871
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,268,871
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,568,638
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,568,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$12,887,719
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,887,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,212,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,212,902
Interest on participant loans	2019-12-31	$18,349
Interest on participant loans	2019-12-31	$18,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,258,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,258,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$310,629
Contributions received in cash from employer	2019-12-31	$310,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$746,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$746,458
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SEIM JOHNSON LLP
Accountancy firm name	2019-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2019-12-31	476097913
Accountancy firm EIN	2019-12-31	476097913
2018 : BURGESS HEALTH CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$214,792
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,272,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,254,980
Expenses. Certain deemed distributions of participant loans	2018-12-31	$17,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,094,084
Value of total assets at end of year	2018-12-31	$10,568,638
Value of total assets at beginning of year	2018-12-31	$11,625,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$17,770
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$745,646
Participant contributions at end of year	2018-12-31	$355,736
Participant contributions at beginning of year	2018-12-31	$385,645
Participant contributions at beginning of year	2018-12-31	$28,552
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$46,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,057,226
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,568,638
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,625,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,212,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,199,843
Interest on participant loans	2018-12-31	$17,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-897,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$302,314
Employer contributions (assets) at beginning of year	2018-12-31	$11,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,254,980
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2018-12-31	476097913
2017 : BURGESS HEALTH CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,568,657
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$441,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$441,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,088,394
Value of total assets at end of year	2017-12-31	$11,625,864
Value of total assets at beginning of year	2017-12-31	$9,498,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$16,743
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$733,327
Participant contributions at end of year	2017-12-31	$385,645
Participant contributions at beginning of year	2017-12-31	$385,256
Participant contributions at end of year	2017-12-31	$28,552
Participant contributions at beginning of year	2017-12-31	$35,612
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$52,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,126,890
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,625,864
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,498,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,199,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,064,299
Interest on participant loans	2017-12-31	$16,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,463,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$302,197
Employer contributions (assets) at end of year	2017-12-31	$11,824
Employer contributions (assets) at beginning of year	2017-12-31	$13,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$441,767
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2017-12-31	476097913
2016 : BURGESS HEALTH CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,814,793
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$511,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$503,558
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,127,433
Value of total assets at end of year	2016-12-31	$9,498,974
Value of total assets at beginning of year	2016-12-31	$8,195,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$13,764
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$681,106
Participant contributions at end of year	2016-12-31	$385,256
Participant contributions at beginning of year	2016-12-31	$289,257
Participant contributions at end of year	2016-12-31	$35,612
Participant contributions at beginning of year	2016-12-31	$21,505
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$150,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,303,177
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,498,974
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,195,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,064,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,874,355
Interest on participant loans	2016-12-31	$13,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$673,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$296,042
Employer contributions (assets) at end of year	2016-12-31	$13,807
Employer contributions (assets) at beginning of year	2016-12-31	$10,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$503,558
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2016-12-31	476097913
2015 : BURGESS HEALTH CENTER 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$741,284
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$607,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$607,129
Expenses. Certain deemed distributions of participant loans	2015-12-31	$601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$922,352
Value of total assets at end of year	2015-12-31	$8,195,797
Value of total assets at beginning of year	2015-12-31	$8,062,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$11,775
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$616,644
Participant contributions at end of year	2015-12-31	$289,257
Participant contributions at beginning of year	2015-12-31	$248,767
Participant contributions at end of year	2015-12-31	$21,505
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$10,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$133,554
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,195,797
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,062,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,874,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,813,476
Interest on participant loans	2015-12-31	$11,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-192,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$294,783
Employer contributions (assets) at end of year	2015-12-31	$10,680
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$607,129
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2015-12-31	476097913
2014 : BURGESS HEALTH CENTER 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,146,758
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$582,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$545,015
Expenses. Certain deemed distributions of participant loans	2014-12-31	$25,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$836,733
Value of total assets at end of year	2014-12-31	$8,062,243
Value of total assets at beginning of year	2014-12-31	$7,497,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,716
Total interest from all sources	2014-12-31	$11,679
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$551,432
Participant contributions at end of year	2014-12-31	$248,767
Participant contributions at beginning of year	2014-12-31	$245,127
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$21,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$564,733
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,062,243
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,497,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$11,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,813,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,043,483
Interest on participant loans	2014-12-31	$11,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$208,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$208,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$298,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$263,461
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$545,015
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2014-12-31	476097913
2013 : BURGESS HEALTH CENTER 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$1,744,759
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$62,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$54,338
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$720,588
Value of total assets at end of year	2013-12-31	$7,497,510
Value of total assets at beginning of year	2013-12-31	$5,814,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,670
Total interest from all sources	2013-12-31	$7,820
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$491,994
Participant contributions at end of year	2013-12-31	$245,127
Participant contributions at beginning of year	2013-12-31	$155,131
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$99,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,682,751
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,497,510
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,814,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$7,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,043,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,357,871
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$75
Interest on participant loans	2013-12-31	$7,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$208,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$185,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$185,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$116,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,016,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$128,761
Employer contributions (assets) at end of year	2013-12-31	$507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$54,338
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2013-12-31	476097913
2012 : BURGESS HEALTH CENTER 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,212,551
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$647,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$639,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$591,622
Value of total assets at end of year	2012-12-31	$5,814,759
Value of total assets at beginning of year	2012-12-31	$5,249,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,560
Total interest from all sources	2012-12-31	$14,348
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$420,164
Participant contributions at end of year	2012-12-31	$155,131
Participant contributions at beginning of year	2012-12-31	$116,813
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,684
Total non interest bearing cash at beginning of year	2012-12-31	$176,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$565,088
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,814,759
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,249,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$7,560
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,357,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,534,801
Value of interest in pooled separate accounts at end of year	2012-12-31	$75
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$92,753
Interest on participant loans	2012-12-31	$5,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$185,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$131,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$131,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$8,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$116,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$197,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$603,940
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$149,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$639,903
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SEIM JOHNSON LLP
Accountancy firm EIN	2012-12-31	476097913
2011 : BURGESS HEALTH CENTER 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$637,362
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$294,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$285,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$698,837
Value of total assets at end of year	2011-12-31	$5,249,671
Value of total assets at beginning of year	2011-12-31	$4,906,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,800
Total interest from all sources	2011-12-31	$17,837
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$425,904
Participant contributions at end of year	2011-12-31	$116,813
Participant contributions at beginning of year	2011-12-31	$144,644
Participant contributions at beginning of year	2011-12-31	$313
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$125,506
Total non interest bearing cash at end of year	2011-12-31	$176,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$342,867
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,249,671
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,906,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$8,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,534,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,261,516
Value of interest in pooled separate accounts at end of year	2011-12-31	$92,753
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$93,937
Interest on participant loans	2011-12-31	$5,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$131,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$72,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$72,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$197,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$333,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-90,904
Net investment gain or loss from common/collective trusts	2011-12-31	$11,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$147,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$285,695
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SEIM JOHNSON
Accountancy firm EIN	2011-12-31	476097913

Form 5500 Responses for BURGESS HEALTH CENTER 403(B) PLAN

2022: BURGESS HEALTH CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BURGESS HEALTH CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BURGESS HEALTH CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BURGESS HEALTH CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BURGESS HEALTH CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BURGESS HEALTH CENTER 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BURGESS HEALTH CENTER 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BURGESS HEALTH CENTER 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BURGESS HEALTH CENTER 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BURGESS HEALTH CENTER 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BURGESS HEALTH CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BURGESS HEALTH CENTER 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	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

Policy instance

Insurance contract or identification number	0
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

Policy instance

Insurance contract or identification number	0
Number of Individuals Covered	34
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

Policy instance

Insurance contract or identification number	0
Number of Individuals Covered	259
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	BURGESS HEALTH CENTER
Employer identification number (EIN):	420859940
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1959-04-16
Company Identification Number:	098416
Legal Registered Office Address:	1600 DIAMOND ST ONAWA United States of America (USA) 51040