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

AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 401k Plan overview

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

AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

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

Company Name: AVENAL COMMUNITY HEALTH CENTER

Employer identification number (EIN): 770425496

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about AVENAL COMMUNITY HEALTH CENTER

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1977252

More information about AVENAL COMMUNITY HEALTH CENTER

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEAN JACQUES OLIVIER 2023-08-31 JEAN JACQUES OLIVIER 2023-08-31
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 HEMANTA MUNGUR HEMANTA MUNGUR 2019-07-23
001 2017-01-01 HEMANTA MUNGUR
001 2016-01-01 HEMANTA MUNGUR 2017-09-20 HEMANTA MUNGUR 2017-09-20
001 2015-05-14 HEMANTA MUNGUR 2016-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEAN JACQUES OLIVIER	2023-08-31	JEAN JACQUES OLIVIER	2023-08-31
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	HEMANTA MUNGUR		HEMANTA MUNGUR	2019-07-23
001	2017-01-01	HEMANTA MUNGUR
001	2016-01-01	HEMANTA MUNGUR	2017-09-20	HEMANTA MUNGUR	2017-09-20
001	2015-05-14	HEMANTA MUNGUR	2016-08-22

Plan Statistics for AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN

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

Measure Date Value
2022: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 471
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 504
Number of participants with account balances 2022-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 405
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 434
Number of participants with account balances 2021-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 372
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 387
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 335
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 350
Number of participants with account balances 2019-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 182
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 190
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 215
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 225
Number of participants with account balances 2017-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5

Measure	Date	Value
2022: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	471
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	504
Number of participants with account balances	2022-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	405
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	434
Number of participants with account balances	2021-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	372
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	387
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	335
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	350
Number of participants with account balances	2019-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	182
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	190
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	215
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	225
Number of participants with account balances	2017-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5

Financial Data on AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN

Measure	Date	Value
2022 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,884
Total income from all sources (including contributions)	2022-12-31	$636,965
Total of all expenses incurred	2022-12-31	$433,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$427,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,428,967
Value of total assets at end of year	2022-12-31	$4,976,757
Value of total assets at beginning of year	2022-12-31	$4,780,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,311
Total interest from all sources	2022-12-31	$8,888
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$73,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$73,050
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$762,935
Participant contributions at end of year	2022-12-31	$125,354
Participant contributions at beginning of year	2022-12-31	$81,057
Participant contributions at end of year	2022-12-31	$24,466
Participant contributions at beginning of year	2022-12-31	$29,972
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$339,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$6,884
Other income not declared elsewhere	2022-12-31	$6,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$203,546
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,976,757
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,773,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,417,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,536,271
Interest on participant loans	2022-12-31	$4,934
Interest earned on other investments	2022-12-31	$3,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$397,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$89,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-880,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$326,389
Employer contributions (assets) at end of year	2022-12-31	$12,570
Employer contributions (assets) at beginning of year	2022-12-31	$43,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$427,108
Contract administrator fees	2022-12-31	$6,311
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,500
Total income from all sources (including contributions)	2021-12-31	$1,775,059
Total of all expenses incurred	2021-12-31	$558,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$547,637
Value of total corrective distributions	2021-12-31	$6,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,216,840
Value of total assets at end of year	2021-12-31	$4,780,095
Value of total assets at beginning of year	2021-12-31	$3,558,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,608
Total interest from all sources	2021-12-31	$4,234
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$114,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$114,374
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$747,973
Participant contributions at end of year	2021-12-31	$81,057
Participant contributions at beginning of year	2021-12-31	$58,035
Participant contributions at end of year	2021-12-31	$29,972
Participant contributions at beginning of year	2021-12-31	$100
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$145,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$6,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,216,930
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,773,211
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,556,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,536,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,434,365
Interest on participant loans	2021-12-31	$3,346
Interest earned on other investments	2021-12-31	$888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$89,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$66,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$439,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$323,514
Employer contributions (assets) at end of year	2021-12-31	$43,083
Employer contributions (assets) at beginning of year	2021-12-31	$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$547,637
Contract administrator fees	2021-12-31	$3,608
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,500
Total income from all sources (including contributions)	2020-12-31	$1,242,911
Total of all expenses incurred	2020-12-31	$319,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$293,679
Value of total corrective distributions	2020-12-31	$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$818,882
Value of total assets at end of year	2020-12-31	$3,558,781
Value of total assets at beginning of year	2020-12-31	$2,632,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,927
Total interest from all sources	2020-12-31	$3,748
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$42,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$42,337
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$566,270
Participant contributions at end of year	2020-12-31	$58,035
Participant contributions at beginning of year	2020-12-31	$48,385
Participant contributions at end of year	2020-12-31	$100
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$923,805
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,556,281
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,632,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,434,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,521,378
Interest on participant loans	2020-12-31	$2,985
Interest earned on other investments	2020-12-31	$763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$66,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$61,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$377,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$251,342
Employer contributions (assets) at end of year	2020-12-31	$100
Employer contributions (assets) at beginning of year	2020-12-31	$1,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$293,679
Contract administrator fees	2020-12-31	$22,927
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k financial data
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	$1,448,954
Total of all expenses incurred	2019-12-31	$292,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$267,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,058,030
Value of total assets at end of year	2019-12-31	$2,632,476
Value of total assets at beginning of year	2019-12-31	$1,476,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,524
Total interest from all sources	2019-12-31	$3,066
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$37,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$37,347
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$498,882
Participant contributions at end of year	2019-12-31	$48,385
Participant contributions at beginning of year	2019-12-31	$79,523
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$314,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,156,402
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,632,476
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,476,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,521,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,361,472
Interest on participant loans	2019-12-31	$2,581
Interest earned on other investments	2019-12-31	$485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$61,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$35,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$350,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$244,245
Employer contributions (assets) at end of year	2019-12-31	$1,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$267,028
Contract administrator fees	2019-12-31	$25,524
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885
2018 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2018 401k financial data
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	$3,582
Total income from all sources (including contributions)	2018-12-31	$508,875
Total of all expenses incurred	2018-12-31	$107,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$88,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$628,347
Value of total assets at end of year	2018-12-31	$1,476,074
Value of total assets at beginning of year	2018-12-31	$1,078,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,052
Total interest from all sources	2018-12-31	$3,879
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$24,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$24,918
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$339,999
Participant contributions at end of year	2018-12-31	$79,523
Participant contributions at beginning of year	2018-12-31	$32,137
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,696
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$113,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$400,947
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,476,074
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,075,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,361,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,010,713
Interest on participant loans	2018-12-31	$3,537
Interest earned on other investments	2018-12-31	$342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$35,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$27,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-148,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$174,629
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$7,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$88,876
Contract administrator fees	2018-12-31	$19,052
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2018-12-31	814637885
2017 : AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,582
Total income from all sources (including contributions)	2017-12-31	$579,409
Total of all expenses incurred	2017-12-31	$74,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$64,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$449,523
Value of total assets at end of year	2017-12-31	$1,078,709
Value of total assets at beginning of year	2017-12-31	$569,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,851
Total interest from all sources	2017-12-31	$1,254
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$17,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$17,812
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$259,566
Participant contributions at end of year	2017-12-31	$32,137
Participant contributions at beginning of year	2017-12-31	$7,593
Participant contributions at end of year	2017-12-31	$1,696
Participant contributions at beginning of year	2017-12-31	$713
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$80,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,582
Other income not declared elsewhere	2017-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$505,162
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,075,127
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$569,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,010,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$538,105
Interest on participant loans	2017-12-31	$1,102
Interest earned on other investments	2017-12-31	$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$27,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$20,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$110,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$109,349
Employer contributions (assets) at end of year	2017-12-31	$7,004
Employer contributions (assets) at beginning of year	2017-12-31	$3,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$64,396
Contract administrator fees	2017-12-31	$9,851
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2017-12-31	814637885

Form 5500 Responses for AVENAL COMMUNITY HEALTH CENTER 403(B) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	514
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $94
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	94
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	440
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $149
Total amount of fees paid to insurance company	USD $21
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $149
Insurance broker organization code?	3
Amount paid for insurance broker fees	21
Additional information about fees paid to insurance broker	ADMINISTRATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	388
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $322
Total amount of fees paid to insurance company	USD $34
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $322
Insurance broker organization code?	3
Amount paid for insurance broker fees	34
Additional information about fees paid to insurance broker	ADMINISTRATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	345
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $185
Total amount of fees paid to insurance company	USD $19
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $185
Insurance broker organization code?	3
Amount paid for insurance broker fees	19
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	248
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $148
Total amount of fees paid to insurance company	USD $15
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $148
Insurance broker organization code?	3
Amount paid for insurance broker fees	15
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	139
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $63
Total amount of fees paid to insurance company	USD $8
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker name	QBI, LLC

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Company Name:	AVENAL COMMUNITY HEALTH CENTER
Employer identification number (EIN):	770425496
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1977252