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CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 HENDERSON MEMORIAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CHARLES HENDERSON MEMORIAL ASSOCIATION
Employer identification number (EIN):636092641
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SUSANNE ADAMS
0012023-01-01
0012023-01-01SUSANNE ADAMS
0012022-01-01
0012022-01-01SUSANNE ADAMS
0012021-01-01
0012021-01-01SUSANNE ADAMS
0012020-01-01
0012019-01-01
0012018-01-01SUSANNE ADAMS
0012017-01-01SUSANNE ADAMS
0012016-01-01SUSANNE ADAMS
0012015-01-01SUSANNE ADAMS
0012014-01-01SUSANNE ADAMS
0012013-01-01SUSANNE ADAMS
0012012-01-01SUSANNE ADAMS
0012011-01-01SUSANNE ADAMS

Financial Data on CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,330,565
Expenses. Total of all expenses incurred2023-12-31$1,456,338
Benefits paid (including direct rollovers)2023-12-31$1,424,290
Total plan assets at end of year2023-12-31$9,768,369
Total plan assets at beginning of year2023-12-31$9,894,142
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$137,404
Other income received2023-12-31$1,117,494
Net income (gross income less expenses)2023-12-31$-125,773
Net plan assets at end of year (total assets less liabilities)2023-12-31$9,768,369
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,894,142
Total contributions received or receivable from employer(s)2023-12-31$75,667
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$32,048
2022 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-626,771
Expenses. Total of all expenses incurred2022-12-31$437,068
Benefits paid (including direct rollovers)2022-12-31$404,238
Total plan assets at end of year2022-12-31$9,894,142
Total plan assets at beginning of year2022-12-31$10,957,981
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$118,239
Contributions received from other sources (not participants or employers)2022-12-31$46,796
Other income received2022-12-31$-856,191
Net income (gross income less expenses)2022-12-31$-1,063,839
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,894,142
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,957,981
Total contributions received or receivable from employer(s)2022-12-31$64,385
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$32,830
2021 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,414,483
Expenses. Total of all expenses incurred2021-12-31$664,221
Benefits paid (including direct rollovers)2021-12-31$611,591
Total plan assets at end of year2021-12-31$10,957,981
Total plan assets at beginning of year2021-12-31$10,207,719
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$136,989
Other income received2021-12-31$1,194,197
Net income (gross income less expenses)2021-12-31$750,262
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,957,981
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,207,719
Total contributions received or receivable from employer(s)2021-12-31$83,297
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$52,630
2020 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,192,151
Expenses. Total of all expenses incurred2020-12-31$1,481,147
Benefits paid (including direct rollovers)2020-12-31$1,428,390
Total plan assets at end of year2020-12-31$10,207,719
Total plan assets at beginning of year2020-12-31$10,496,715
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$109,241
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,018,396
Net income (gross income less expenses)2020-12-31$-288,996
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,207,719
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,496,715
Total contributions received or receivable from employer(s)2020-12-31$64,514
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$52,757
2019 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,462,608
Expenses. Total of all expenses incurred2019-12-31$722,757
Benefits paid (including direct rollovers)2019-12-31$709,096
Total plan assets at end of year2019-12-31$10,496,715
Total plan assets at beginning of year2019-12-31$9,756,864
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$128,331
Contributions received from other sources (not participants or employers)2019-12-31$4,870
Other income received2019-12-31$1,251,995
Net income (gross income less expenses)2019-12-31$739,851
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,496,715
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,756,864
Total contributions received or receivable from employer(s)2019-12-31$77,412
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,661
2018 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$84,152
Expenses. Total of all expenses incurred2018-12-31$688,253
Benefits paid (including direct rollovers)2018-12-31$688,253
Total plan assets at end of year2018-12-31$9,756,864
Total plan assets at beginning of year2018-12-31$10,360,965
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$157,234
Contributions received from other sources (not participants or employers)2018-12-31$6,301
Other income received2018-12-31$-150,183
Net income (gross income less expenses)2018-12-31$-604,101
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,756,864
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,360,965
Total contributions received or receivable from employer(s)2018-12-31$70,800
2017 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,375,219
Expenses. Total of all expenses incurred2017-12-31$1,383,297
Benefits paid (including direct rollovers)2017-12-31$1,383,297
Total plan assets at end of year2017-12-31$10,360,965
Total plan assets at beginning of year2017-12-31$10,369,043
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$148,169
Other income received2017-12-31$1,158,987
Net income (gross income less expenses)2017-12-31$-8,078
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,360,965
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,369,043
Total contributions received or receivable from employer(s)2017-12-31$68,063
2016 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$929,248
Expenses. Total of all expenses incurred2016-12-31$1,996,671
Benefits paid (including direct rollovers)2016-12-31$1,996,671
Total plan assets at end of year2016-12-31$10,369,043
Total plan assets at beginning of year2016-12-31$11,436,466
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$161,702
Other income received2016-12-31$686,469
Net income (gross income less expenses)2016-12-31$-1,067,423
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,369,043
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,436,466
Total contributions received or receivable from employer(s)2016-12-31$81,077
2015 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$644,322
Expenses. Total of all expenses incurred2015-12-31$322,312
Benefits paid (including direct rollovers)2015-12-31$322,312
Total plan assets at end of year2015-12-31$11,436,466
Total plan assets at beginning of year2015-12-31$11,114,456
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$141,027
Contributions received from other sources (not participants or employers)2015-12-31$251,765
Other income received2015-12-31$169,771
Net income (gross income less expenses)2015-12-31$322,010
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,436,466
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,114,456
Total contributions received or receivable from employer(s)2015-12-31$81,759
2014 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$825,089
Expenses. Total of all expenses incurred2014-12-31$286,515
Benefits paid (including direct rollovers)2014-12-31$286,515
Total plan assets at end of year2014-12-31$11,114,456
Total plan assets at beginning of year2014-12-31$10,575,882
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$82,580
Other income received2014-12-31$608,249
Net income (gross income less expenses)2014-12-31$538,574
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,114,456
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,575,882
Total contributions received or receivable from employer(s)2014-12-31$134,260
2013 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,644,968
Expenses. Total of all expenses incurred2013-12-31$286,246
Benefits paid (including direct rollovers)2013-12-31$286,246
Total plan assets at end of year2013-12-31$10,575,882
Total plan assets at beginning of year2013-12-31$9,217,160
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$129,160
Contributions received from other sources (not participants or employers)2013-12-31$14,233
Other income received2013-12-31$1,425,428
Net income (gross income less expenses)2013-12-31$1,358,722
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,575,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,217,160
Total contributions received or receivable from employer(s)2013-12-31$76,147
2012 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,076,261
Expenses. Total of all expenses incurred2012-12-31$183,229
Benefits paid (including direct rollovers)2012-12-31$183,229
Total plan assets at end of year2012-12-31$9,217,160
Total plan assets at beginning of year2012-12-31$8,324,128
Total contributions received or receivable from participants2012-12-31$124,937
Other income received2012-12-31$873,703
Net income (gross income less expenses)2012-12-31$893,032
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,217,160
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,324,128
Total contributions received or receivable from employer(s)2012-12-31$77,621
2011 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$192,778
Expenses. Total of all expenses incurred2011-12-31$262,473
Benefits paid (including direct rollovers)2011-12-31$262,473
Total plan assets at end of year2011-12-31$8,324,128
Total plan assets at beginning of year2011-12-31$8,393,823
Total contributions received or receivable from participants2011-12-31$110,787
Other income received2011-12-31$13,064
Net income (gross income less expenses)2011-12-31$-69,695
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,324,128
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,393,823
Total contributions received or receivable from employer(s)2011-12-31$68,927
2010 : CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$904,373
Expenses. Total of all expenses incurred2010-12-31$176,851
Benefits paid (including direct rollovers)2010-12-31$176,851
Total plan assets at end of year2010-12-31$8,393,823
Total plan assets at beginning of year2010-12-31$7,666,301
Total contributions received or receivable from participants2010-12-31$110,731
Other income received2010-12-31$728,244
Net income (gross income less expenses)2010-12-31$727,522
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,393,823
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,666,301
Total contributions received or receivable from employer(s)2010-12-31$65,398

Form 5500 Responses for CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

2023: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES HENDERSON CHILD HEALTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
Insurance contract or identification number314047
Number of Individuals Covered68
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
Insurance contract or identification number314047
Number of Individuals Covered68
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314047
Policy instance 1

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