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CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 401k Plan overview

Plan NameCHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN
Plan identification number 001

CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES CITY FAMILY HEALTH CENTER PC has sponsored the creation of one or more 401k plans.

Company Name:CHARLES CITY FAMILY HEALTH CENTER PC
Employer identification number (EIN):421000546
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-12-01
0012017-12-01
0012016-12-01PAUL ROYER
0012015-12-01PAUL ROYER
0012014-12-01PAUL ROYER
0012013-12-01PAUL ROYER
0012012-12-01PAUL ROYER
0012011-12-01PAUL ROYER
0012009-12-01PAUL ROYER

Financial Data on CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN

Measure Date Value
2019 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2019 401k financial data
Total income from all sources2019-11-30$54,691
Expenses. Total of all expenses incurred2019-11-30$662,737
Benefits paid (including direct rollovers)2019-11-30$662,737
Total plan assets at end of year2019-11-30$0
Total plan assets at beginning of year2019-11-30$608,046
Value of fidelity bond covering the plan2019-11-30$100,000
Other income received2019-11-30$54,691
Net income (gross income less expenses)2019-11-30$-608,046
Net plan assets at end of year (total assets less liabilities)2019-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$608,046
Assets. Value of assets in partnership/joint-venture interests2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Funding deficiency by the employer to the plan for this plan year2018-11-30$0
Minimum employer required contribution for this plan year2018-11-30$0
Amount contributed by the employer to the plan for this plan year2018-11-30$0
2017 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2017 401k financial data
Total income from all sources2017-11-30$1,085,555
Expenses. Total of all expenses incurred2017-11-30$274,733
Benefits paid (including direct rollovers)2017-11-30$264,083
Total plan assets at end of year2017-11-30$7,767,993
Total plan assets at beginning of year2017-11-30$6,957,171
Value of fidelity bond covering the plan2017-11-30$100,000
Expenses. Other expenses not covered elsewhere2017-11-30$10,650
Other income received2017-11-30$912,260
Net income (gross income less expenses)2017-11-30$810,822
Net plan assets at end of year (total assets less liabilities)2017-11-30$7,767,993
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$6,957,171
Assets. Value of participant loans2017-11-30$27,931
Assets. Value of assets in partnership/joint-venture interests2017-11-30$360,728
Assets. Value of real-estate (other than employer real property)2017-11-30$196,785
Total contributions received or receivable from employer(s)2017-11-30$173,295
2016 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total income from all sources2016-11-30$415,174
Expenses. Total of all expenses incurred2016-11-30$11,557
Benefits paid (including direct rollovers)2016-11-30$938
Total plan assets at end of year2016-11-30$6,957,171
Total plan assets at beginning of year2016-11-30$6,553,554
Value of fidelity bond covering the plan2016-11-30$100,000
Expenses. Other expenses not covered elsewhere2016-11-30$10,619
Other income received2016-11-30$244,064
Net income (gross income less expenses)2016-11-30$403,617
Net plan assets at end of year (total assets less liabilities)2016-11-30$6,957,171
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$6,553,554
Assets. Value of participant loans2016-11-30$34,378
Assets. Value of assets in partnership/joint-venture interests2016-11-30$362,998
Assets. Value of real-estate (other than employer real property)2016-11-30$213,195
Total contributions received or receivable from employer(s)2016-11-30$171,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Funding deficiency by the employer to the plan for this plan year2016-11-30$0
Minimum employer required contribution for this plan year2016-11-30$171,110
Amount contributed by the employer to the plan for this plan year2016-11-30$171,110
2015 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2015 401k financial data
Total income from all sources2015-11-30$161,034
Expenses. Total of all expenses incurred2015-11-30$20,136
Benefits paid (including direct rollovers)2015-11-30$9,606
Total plan assets at end of year2015-11-30$6,553,554
Total plan assets at beginning of year2015-11-30$6,412,656
Value of fidelity bond covering the plan2015-11-30$100,000
Contributions received from other sources (not participants or employers)2015-11-30$-13,611
Net income (gross income less expenses)2015-11-30$140,898
Net plan assets at end of year (total assets less liabilities)2015-11-30$6,553,554
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$6,412,656
Assets. Value of participant loans2015-11-30$48,260
Assets. Value of assets in partnership/joint-venture interests2015-11-30$363,004
Assets. Value of real-estate (other than employer real property)2015-11-30$213,194
Total contributions received or receivable from employer(s)2015-11-30$174,645
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$10,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Funding deficiency by the employer to the plan for this plan year2015-11-30$0
Minimum employer required contribution for this plan year2015-11-30$174,645
Amount contributed by the employer to the plan for this plan year2015-11-30$174,645
2014 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2014 401k financial data
Total income from all sources2014-11-30$602,962
Expenses. Total of all expenses incurred2014-11-30$23,079
Benefits paid (including direct rollovers)2014-11-30$12,858
Total plan assets at end of year2014-11-30$6,412,656
Total plan assets at beginning of year2014-11-30$5,832,773
Value of fidelity bond covering the plan2014-11-30$10,000
Contributions received from other sources (not participants or employers)2014-11-30$431,234
Net income (gross income less expenses)2014-11-30$579,883
Net plan assets at end of year (total assets less liabilities)2014-11-30$6,412,656
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$5,832,773
Assets. Value of participant loans2014-11-30$65,957
Assets. Value of assets in partnership/joint-venture interests2014-11-30$350,000
Assets. Value of real-estate (other than employer real property)2014-11-30$196,785
Total contributions received or receivable from employer(s)2014-11-30$171,728
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$10,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Funding deficiency by the employer to the plan for this plan year2014-11-30$0
Minimum employer required contribution for this plan year2014-11-30$171,728
Amount contributed by the employer to the plan for this plan year2014-11-30$171,728
2013 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2013 401k financial data
Total income from all sources2013-11-30$838,828
Expenses. Total of all expenses incurred2013-11-30$29,984
Benefits paid (including direct rollovers)2013-11-30$20,179
Total plan assets at end of year2013-11-30$5,832,773
Total plan assets at beginning of year2013-11-30$5,023,929
Value of fidelity bond covering the plan2013-11-30$10,000
Other income received2013-11-30$667,627
Net income (gross income less expenses)2013-11-30$808,844
Net plan assets at end of year (total assets less liabilities)2013-11-30$5,832,773
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$5,023,929
Assets. Value of participant loans2013-11-30$65,353
Assets. Value of assets in partnership/joint-venture interests2013-11-30$350,000
Assets. Value of real-estate (other than employer real property)2013-11-30$196,785
Total contributions received or receivable from employer(s)2013-11-30$171,201
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$9,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Funding deficiency by the employer to the plan for this plan year2013-11-30$0
Minimum employer required contribution for this plan year2013-11-30$171,201
Amount contributed by the employer to the plan for this plan year2013-11-30$171,201
2012 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total income from all sources2012-11-30$487,480
Expenses. Total of all expenses incurred2012-11-30$31,936
Benefits paid (including direct rollovers)2012-11-30$22,355
Total plan assets at end of year2012-11-30$5,023,929
Total plan assets at beginning of year2012-11-30$4,568,385
Value of fidelity bond covering the plan2012-11-30$10,000
Noncash contributions received2012-11-30$318,431
Net income (gross income less expenses)2012-11-30$455,544
Net plan assets at end of year (total assets less liabilities)2012-11-30$5,023,929
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$4,568,385
Assets. Value of participant loans2012-11-30$61,442
Assets. Value of assets in partnership/joint-venture interests2012-11-30$350,000
Assets. Value of real-estate (other than employer real property)2012-11-30$141,209
Total contributions received or receivable from employer(s)2012-11-30$169,049
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$9,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Funding deficiency by the employer to the plan for this plan year2012-11-30$0
Minimum employer required contribution for this plan year2012-11-30$169,049
Amount contributed by the employer to the plan for this plan year2012-11-30$169,049
2011 : CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2011 401k financial data
Total income from all sources2011-11-30$224,561
Expenses. Total of all expenses incurred2011-11-30$92,258
Benefits paid (including direct rollovers)2011-11-30$82,637
Total plan assets at end of year2011-11-30$4,568,385
Total plan assets at beginning of year2011-11-30$4,436,082
Value of fidelity bond covering the plan2011-11-30$10,000
Expenses. Other expenses not covered elsewhere2011-11-30$9,621
Other income received2011-11-30$59,878
Net income (gross income less expenses)2011-11-30$132,303
Net plan assets at end of year (total assets less liabilities)2011-11-30$4,568,385
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$4,436,082
Assets. Value of participant loans2011-11-30$46,261
Assets. Value of assets in partnership/joint-venture interests2011-11-30$350,000
Assets. Value of real-estate (other than employer real property)2011-11-30$124,800
Total contributions received or receivable from employer(s)2011-11-30$164,683

Form 5500 Responses for CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN

2018: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedYes
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: CHARLES CITY FAMILY HEALTH CENTER PC PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberD8568
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number08568
Policy instance 1

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