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CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 401k Plan overview

Plan NameCAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN
Plan identification number 003

CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:CAROLINA FAMILY HEALTH CENTERS, INC
Employer identification number (EIN):582079819
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about CAROLINA FAMILY HEALTH CENTERS, INC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0325807

More information about CAROLINA FAMILY HEALTH CENTERS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01KIMBERLY TERRY KIMBERLY TERRY2019-07-23
0032017-01-01KIMBERLY TERRY KIMBERLY TERRY2018-07-25
0032016-01-01KIMBERLY TERRY KIMBERLY TERRY2017-10-10
0032015-07-01KIMBERLY TERRY KIMBERLY TERRY2016-04-29
0032014-07-01KIMBERLY TERRY
0032014-01-01DEE JOHNSON

Plan Statistics for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

401k plan membership statisitcs for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

Measure Date Value
2023: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01259
Total number of active participants reported on line 7a of the Form 55002023-01-01270
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01312
Number of participants with account balances2023-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01310
Total number of active participants reported on line 7a of the Form 55002022-01-01239
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01306
Number of participants with account balances2022-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01292
Total number of active participants reported on line 7a of the Form 55002021-01-01234
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01310
Number of participants with account balances2021-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01292
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01292
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01251
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01292
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01251
Number of participants with account balances2018-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01236
Number of participants with account balances2017-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01172
Total number of active participants reported on line 7a of the Form 55002015-07-01159
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0125
Total of all active and inactive participants2015-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01184
Number of participants with account balances2015-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01174
Total number of active participants reported on line 7a of the Form 55002014-07-01159
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0113
Total of all active and inactive participants2014-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01172
Number of participants with account balances2014-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
Total participants, beginning-of-year2014-01-01115
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

Measure Date Value
2023 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,168,038
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$769,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$676,152
Value of total corrective distributions2023-12-31$828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,497,110
Value of total assets at end of year2023-12-31$11,426,783
Value of total assets at beginning of year2023-12-31$9,028,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$92,413
Total interest from all sources2023-12-31$5,642
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$40,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$40,789
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$868,917
Participant contributions at end of year2023-12-31$109,154
Participant contributions at beginning of year2023-12-31$90,906
Participant contributions at end of year2023-12-31$24,966
Participant contributions at beginning of year2023-12-31$79,500
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$143,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,398,645
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,426,783
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,028,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$27,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,715,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,636,148
Interest on participant loans2023-12-31$5,642
Value of interest in common/collective trusts at end of year2023-12-31$8,561,746
Value of interest in common/collective trusts at beginning of year2023-12-31$1,183,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$628,106
Net investment gain or loss from common/collective trusts2023-12-31$996,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$484,647
Employer contributions (assets) at end of year2023-12-31$14,957
Employer contributions (assets) at beginning of year2023-12-31$37,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$676,152
Contract administrator fees2023-12-31$65,372
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
2022 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-593,208
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$728,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$642,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,151,918
Value of total assets at end of year2022-12-31$9,028,138
Value of total assets at beginning of year2022-12-31$10,350,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,508
Total interest from all sources2022-12-31$4,518
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$130,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$130,714
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$780,555
Participant contributions at end of year2022-12-31$90,906
Participant contributions at beginning of year2022-12-31$157,549
Participant contributions at end of year2022-12-31$79,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,322,087
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,028,138
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,350,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,636,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,322,397
Interest on participant loans2022-12-31$4,518
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,183,665
Value of interest in common/collective trusts at beginning of year2022-12-31$870,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,745,812
Net investment gain or loss from common/collective trusts2022-12-31$-134,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$371,053
Employer contributions (assets) at end of year2022-12-31$37,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$642,371
Contract administrator fees2022-12-31$61,343
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,572,291
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$589,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$516,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,190,435
Value of total assets at end of year2021-12-31$10,350,225
Value of total assets at beginning of year2021-12-31$8,367,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,854
Total interest from all sources2021-12-31$7,794
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$99,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$99,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$734,969
Participant contributions at end of year2021-12-31$157,549
Participant contributions at beginning of year2021-12-31$186,627
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,812
Administrative expenses (other) incurred2021-12-31$16,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,983,146
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,350,225
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,367,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,322,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,767,061
Interest on participant loans2021-12-31$7,794
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$870,279
Value of interest in common/collective trusts at beginning of year2021-12-31$373,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$40,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$40,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,184,431
Net investment gain or loss from common/collective trusts2021-12-31$90,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$372,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$516,291
Contract administrator fees2021-12-31$38,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,414,673
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$409,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$333,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,255,724
Value of total assets at end of year2020-12-31$8,367,079
Value of total assets at beginning of year2020-12-31$6,361,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,272
Total interest from all sources2020-12-31$11,038
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$221,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$221,594
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$659,528
Participant contributions at end of year2020-12-31$186,627
Participant contributions at beginning of year2020-12-31$93,684
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$253,475
Administrative expenses (other) incurred2020-12-31$50,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,005,618
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,367,079
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,361,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,767,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,098,364
Interest on participant loans2020-12-31$8,413
Value of interest in common/collective trusts at end of year2020-12-31$373,003
Value of interest in common/collective trusts at beginning of year2020-12-31$144,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$40,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$919,922
Net investment gain or loss from common/collective trusts2020-12-31$6,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$342,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$333,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$2,329,357
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$624,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$566,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,243,839
Value of total assets at end of year2019-12-31$6,361,461
Value of total assets at beginning of year2019-12-31$4,656,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,840
Total interest from all sources2019-12-31$6,225
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$211,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$211,525
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$616,483
Participant contributions at end of year2019-12-31$93,684
Participant contributions at beginning of year2019-12-31$117,948
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$338,794
Administrative expenses (other) incurred2019-12-31$33,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,704,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,361,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,656,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,098,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,402,046
Interest on participant loans2019-12-31$5,513
Value of interest in common/collective trusts at end of year2019-12-31$144,653
Value of interest in common/collective trusts at beginning of year2019-12-31$136,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$864,621
Net investment gain or loss from common/collective trusts2019-12-31$3,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$288,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$566,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$500,854
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$376,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$316,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$783,716
Value of total assets at end of year2018-12-31$4,656,879
Value of total assets at beginning of year2018-12-31$4,532,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,287
Total interest from all sources2018-12-31$7,990
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$195,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$195,870
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$500,874
Participant contributions at end of year2018-12-31$117,948
Participant contributions at beginning of year2018-12-31$124,080
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,596
Administrative expenses (other) incurred2018-12-31$38,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$124,116
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,656,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,532,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,402,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,303,908
Interest on participant loans2018-12-31$5,670
Value of interest in common/collective trusts at end of year2018-12-31$136,885
Value of interest in common/collective trusts at beginning of year2018-12-31$104,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-486,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$276,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$316,451
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,342,696
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$161,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$123,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$701,078
Value of total assets at end of year2017-12-31$4,532,763
Value of total assets at beginning of year2017-12-31$3,351,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,642
Total interest from all sources2017-12-31$7,062
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$123,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$123,452
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$443,149
Participant contributions at end of year2017-12-31$124,080
Participant contributions at beginning of year2017-12-31$116,450
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$851
Administrative expenses (other) incurred2017-12-31$20,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,181,227
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,532,763
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,351,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$16,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,303,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,119,060
Income. Interest from loans (other than to participants)2017-12-31$4,959
Value of interest in common/collective trusts at end of year2017-12-31$104,775
Value of interest in common/collective trusts at beginning of year2017-12-31$116,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$511,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$257,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$123,827
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,140
Total income from all sources (including contributions)2016-12-31$864,897
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$98,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$57,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$636,937
Value of total assets at end of year2016-12-31$3,351,536
Value of total assets at beginning of year2016-12-31$2,598,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,262
Total interest from all sources2016-12-31$4,547
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$116,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$116,302
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$380,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,902
Participant contributions at end of year2016-12-31$116,450
Participant contributions at beginning of year2016-12-31$55,755
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$766,558
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,351,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,584,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,119,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,450,453
Income. Interest from loans (other than to participants)2016-12-31$3,029
Value of interest in common/collective trusts at end of year2016-12-31$116,026
Value of interest in common/collective trusts at beginning of year2016-12-31$91,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$107,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$57,077
Contract administrator fees2016-12-31$28,573
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,076
Total income from all sources (including contributions)2015-12-31$181,918
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$611,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$576,844
Value of total corrective distributions2015-12-31$13,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$288,416
Value of total assets at end of year2015-12-31$2,598,118
Value of total assets at beginning of year2015-12-31$3,035,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,941
Total interest from all sources2015-12-31$927
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$117,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$117,879
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$380,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$159,247
Participant contributions at end of year2015-12-31$55,755
Participant contributions at beginning of year2015-12-31$26,905
Participant contributions at beginning of year2015-12-31$12,585
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,076
Administrative expenses (other) incurred2015-12-31$15,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-430,007
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,584,978
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,014,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,450,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,884,474
Income. Interest from loans (other than to participants)2015-12-31$927
Value of interest in common/collective trusts at end of year2015-12-31$91,910
Value of interest in common/collective trusts at beginning of year2015-12-31$102,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-225,923
Net investment gain or loss from common/collective trusts2015-12-31$619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$110,677
Employer contributions (assets) at beginning of year2015-12-31$8,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$576,844
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$20,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$12,694
Total income from all sources (including contributions)2015-06-30$741,614
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$149,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$86,527
Expenses. Certain deemed distributions of participant loans2015-06-30$4,385
Value of total corrective distributions2015-06-30$20,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$650,282
Value of total assets at end of year2015-06-30$3,035,061
Value of total assets at beginning of year2015-06-30$2,436,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$38,966
Total interest from all sources2015-06-30$865
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$99,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$99,616
Administrative expenses professional fees incurred2015-06-30$1,132
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$380,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$367,023
Participant contributions at end of year2015-06-30$26,905
Participant contributions at beginning of year2015-06-30$10,417
Participant contributions at end of year2015-06-30$12,585
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$59,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$20,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$12,694
Administrative expenses (other) incurred2015-06-30$27,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$591,660
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,014,985
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,423,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$10,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,884,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,378,922
Interest on participant loans2015-06-30$865
Value of interest in common/collective trusts at end of year2015-06-30$102,335
Value of interest in common/collective trusts at beginning of year2015-06-30$46,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-10,104
Net investment gain or loss from common/collective trusts2015-06-30$955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$224,133
Employer contributions (assets) at end of year2015-06-30$8,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$86,527
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-06-30560747981
2014 : CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,457,821
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$34,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$10,169
Value of total corrective distributions2014-06-30$12,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,330,803
Value of total assets at end of year2014-06-30$2,436,019
Value of total assets at beginning of year2014-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,633
Total interest from all sources2014-06-30$75
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$328
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$340,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$166,741
Participant contributions at end of year2014-06-30$10,417
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,056,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$12,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,423,325
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,423,325
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,378,922
Interest on participant loans2014-06-30$75
Value of interest in common/collective trusts at end of year2014-06-30$46,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$126,465
Net investment gain or loss from common/collective trusts2014-06-30$150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$107,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$10,169
Contract administrator fees2014-06-30$11,633
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No

Form 5500 Responses for CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN

2023: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CAROLINA FAMILY HEALTH CENTERS, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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