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LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 401k Plan overview

Plan NameLA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN
Plan identification number 001

LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN Benefits

401k Plan TypeDefined 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(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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC.
Employer identification number (EIN):943096772
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1989-03-15
Company Identification Number: 14975684
Legal Registered Office Address: 931 CHEVY WAY

MEDFORD
United States of America (USA)
97504

More information about LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRYCE WATERS2023-08-21
0012021-01-01JILL BOROVANSKY2022-07-11
0012020-01-01JILL BOROVANSKY2021-07-13
0012019-01-01JILL BOROVANSKY2020-07-15
0012018-01-01JILL BOROVANSKY2019-06-17
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANGELICA Z. RUPPE
0012013-01-01ANGELICA Z. RUPPE
0012012-01-01ANGELICA Z. RUPPE
0012011-01-01ANGELICA Z. RUPPE
0012009-01-01ANGELICA Z. RUPPE

Plan Statistics for LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN

401k plan membership statisitcs for LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN

Measure Date Value
2022: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01569
Total number of active participants reported on line 7a of the Form 55002022-01-01435
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01569
Number of participants with account balances2022-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01558
Total number of active participants reported on line 7a of the Form 55002021-01-01391
Number of retired or separated participants receiving benefits2021-01-0136
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01569
Number of participants with account balances2021-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01558
Total number of active participants reported on line 7a of the Form 55002020-01-01401
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01558
Number of participants with account balances2020-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01521
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01558
Total participants2019-01-01558
Number of participants with account balances2019-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01448
2018: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01477
Total number of active participants reported on line 7a of the Form 55002018-01-01390
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01521
Number of participants with account balances2018-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01515
Total number of active participants reported on line 7a of the Form 55002017-01-01374
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01477
Number of participants with account balances2017-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01443
Total number of active participants reported on line 7a of the Form 55002016-01-01380
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01121
Total of all active and inactive participants2016-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01515
Number of participants with account balances2016-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01443
Number of participants with account balances2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01330
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01371
Number of participants with account balances2014-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01296
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01330
Number of participants with account balances2013-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01296
Total participants2012-01-01296
Number of participants with account balances2012-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01237
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01227
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01227
Number of participants with account balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN

Measure Date Value
2022 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,383
Total income from all sources (including contributions)2022-12-31$-1,608
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,036,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$971,991
Expenses. Certain deemed distributions of participant loans2022-12-31$14,848
Value of total corrective distributions2022-12-31$4,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,374,316
Value of total assets at end of year2022-12-31$20,873,873
Value of total assets at beginning of year2022-12-31$21,915,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,924
Total interest from all sources2022-12-31$25,459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$380,197
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$380,197
Administrative expenses professional fees incurred2022-12-31$1,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,438,315
Participant contributions at end of year2022-12-31$327,541
Participant contributions at beginning of year2022-12-31$232,660
Participant contributions at end of year2022-12-31$46,404
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$245,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,383
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,038,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,873,185
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,911,703
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$44,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,522,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,626,345
Interest on participant loans2022-12-31$10,322
Interest earned on other investments2022-12-31$15,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,951,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,053,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,781,580
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$690,309
Employer contributions (assets) at end of year2022-12-31$25,686
Employer contributions (assets) at beginning of year2022-12-31$2,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$971,991
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 name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$3,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$975
Total income from all sources (including contributions)2021-12-31$4,627,831
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,921,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,857,823
Expenses. Certain deemed distributions of participant loans2021-12-31$21,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,208,347
Value of total assets at end of year2021-12-31$21,915,086
Value of total assets at beginning of year2021-12-31$20,206,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,621
Total interest from all sources2021-12-31$31,271
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$339,324
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$339,324
Administrative expenses professional fees incurred2021-12-31$350
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 period2021-12-31No
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$1,448,826
Participant contributions at end of year2021-12-31$232,660
Participant contributions at beginning of year2021-12-31$317,672
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$81
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$975
Other income not declared elsewhere2021-12-31$6
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$1,705,883
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,911,703
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,205,820
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$42,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,626,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,047,124
Interest on participant loans2021-12-31$10,179
Interest earned on other investments2021-12-31$21,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,053,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,841,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,048,883
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$674,250
Employer contributions (assets) at end of year2021-12-31$2,630
Employer contributions (assets) at beginning of year2021-12-31$279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,857,823
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 name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,570
Total income from all sources (including contributions)2020-12-31$4,903,887
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,239,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,158,910
Expenses. Certain deemed distributions of participant loans2020-12-31$29,187
Value of total corrective distributions2020-12-31$18,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,641,095
Value of total assets at end of year2020-12-31$20,206,795
Value of total assets at beginning of year2020-12-31$16,545,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,506
Total interest from all sources2020-12-31$39,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$273,643
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$273,643
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$1,389,539
Participant contributions at end of year2020-12-31$317,672
Participant contributions at beginning of year2020-12-31$220,924
Participant contributions at end of year2020-12-31$81
Participant contributions at beginning of year2020-12-31$1,051
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$594,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,570
Other income not declared elsewhere2020-12-31$2,442
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,663,953
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,205,820
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,541,867
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$33,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,047,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,986,717
Interest on participant loans2020-12-31$12,987
Interest earned on other investments2020-12-31$26,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,841,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,336,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,946,729
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$657,335
Employer contributions (assets) at end of year2020-12-31$279
Employer contributions (assets) at beginning of year2020-12-31$50
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,158,910
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$3,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,667
Total income from all sources (including contributions)2019-12-31$4,736,292
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,897,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,841,810
Expenses. Certain deemed distributions of participant loans2019-12-31$36,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,261,537
Value of total assets at end of year2019-12-31$16,545,437
Value of total assets at beginning of year2019-12-31$13,766,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,668
Total interest from all sources2019-12-31$51,904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$195,623
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$195,623
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$1,301,541
Participant contributions at end of year2019-12-31$220,924
Participant contributions at beginning of year2019-12-31$196,041
Participant contributions at end of year2019-12-31$1,051
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$63,667
Other income not declared elsewhere2019-12-31$3,753
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$2,838,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,541,867
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,703,139
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$19,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,986,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,055,320
Interest on participant loans2019-12-31$5,331
Interest earned on other investments2019-12-31$46,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,336,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,515,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,223,475
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$580,499
Employer contributions (assets) at end of year2019-12-31$50
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,841,810
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2019-12-31930745639
2018 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$63,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57,006
Total income from all sources (including contributions)2018-12-31$1,373,713
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$572,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$550,582
Expenses. Certain deemed distributions of participant loans2018-12-31$9,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,141,662
Value of total assets at end of year2018-12-31$13,766,806
Value of total assets at beginning of year2018-12-31$12,958,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,800
Total interest from all sources2018-12-31$48,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,691
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$150,691
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$1,312,193
Participant contributions at end of year2018-12-31$196,041
Participant contributions at beginning of year2018-12-31$159,413
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$298,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$63,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$57,006
Other income not declared elsewhere2018-12-31$699
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$801,695
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,703,139
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,901,444
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$11,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,055,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,449,250
Interest on participant loans2018-12-31$5,788
Interest earned on other investments2018-12-31$43,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,515,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,349,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-968,148
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$530,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$550,582
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2018-12-31930745639
2017 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$57,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,703
Total income from all sources (including contributions)2017-12-31$3,417,962
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$766,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$747,125
Expenses. Certain deemed distributions of participant loans2017-12-31$6,670
Value of total corrective distributions2017-12-31$6,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,830,337
Value of total assets at end of year2017-12-31$12,958,450
Value of total assets at beginning of year2017-12-31$10,255,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,407
Total interest from all sources2017-12-31$42,506
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,988
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$93,988
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$1,307,392
Participant contributions at end of year2017-12-31$159,413
Participant contributions at beginning of year2017-12-31$170,485
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$57,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,703
Other income not declared elsewhere2017-12-31$720
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$2,651,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,901,444
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,250,004
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$6,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,449,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,006,783
Interest on participant loans2017-12-31$3,365
Interest earned on other investments2017-12-31$39,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,349,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,078,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,450,411
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$520,825
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$747,125
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2017-12-31930745639
2016 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$5,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$292
Total income from all sources (including contributions)2016-12-31$2,438,764
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$451,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$434,147
Expenses. Certain deemed distributions of participant loans2016-12-31$12,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,777,955
Value of total assets at end of year2016-12-31$10,255,707
Value of total assets at beginning of year2016-12-31$8,263,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,306
Total interest from all sources2016-12-31$31,887
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$58,187
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$58,187
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,283,561
Participant contributions at end of year2016-12-31$170,485
Participant contributions at beginning of year2016-12-31$100,341
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$292
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$1,987,006
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,250,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,262,998
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$5,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,006,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,035,303
Interest on participant loans2016-12-31$1,395
Interest earned on other investments2016-12-31$30,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,078,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,127,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$570,735
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$483,049
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$434,147
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2016-12-31930745639
2015 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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$292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,441,709
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$461,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$450,363
Expenses. Certain deemed distributions of participant loans2015-12-31$6,493
Value of total corrective distributions2015-12-31$34
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,524,103
Value of total assets at end of year2015-12-31$8,263,290
Value of total assets at beginning of year2015-12-31$7,282,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,817
Total interest from all sources2015-12-31$36,377
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$42,331
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$42,331
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,063,561
Participant contributions at end of year2015-12-31$100,341
Participant contributions at beginning of year2015-12-31$37,056
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,306
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$980,002
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,262,998
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,282,996
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$4,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,035,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,245,288
Interest on participant loans2015-12-31$658
Interest earned on other investments2015-12-31$35,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,127,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$998,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-161,102
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$406,847
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$450,363
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2015-12-31930745639
2014 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,606,255
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$496,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$458,833
Expenses. Certain deemed distributions of participant loans2014-12-31$34,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,278,386
Value of total assets at end of year2014-12-31$7,282,996
Value of total assets at beginning of year2014-12-31$6,173,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,953
Total interest from all sources2014-12-31$26,018
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$34,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$34,315
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$858,800
Participant contributions at end of year2014-12-31$37,056
Participant contributions at beginning of year2014-12-31$41,978
Participant contributions at end of year2014-12-31$1,306
Participant contributions at beginning of year2014-12-31$1,598
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$85,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,109,295
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,282,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,173,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,245,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,269,914
Interest on participant loans2014-12-31$889
Interest earned on other investments2014-12-31$25,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$998,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$849,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$267,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$333,883
Employer contributions (assets) at end of year2014-12-31$1,145
Employer contributions (assets) at beginning of year2014-12-31$10,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$458,833
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KDP CERTIFED PUBLIC ACCOUNTANTS,LLP
Accountancy firm EIN2014-12-31930745639
2013 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,815,157
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$351,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$280,997
Expenses. Certain deemed distributions of participant loans2013-12-31$67,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,023,742
Value of total assets at end of year2013-12-31$6,173,701
Value of total assets at beginning of year2013-12-31$4,710,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,964
Total interest from all sources2013-12-31$27,607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$25,858
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$686,656
Participant contributions at end of year2013-12-31$41,978
Participant contributions at beginning of year2013-12-31$118,237
Participant contributions at end of year2013-12-31$1,598
Participant contributions at beginning of year2013-12-31$8,190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,463,414
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,173,701
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,710,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,269,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,880,421
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$959
Interest earned on other investments2013-12-31$26,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$849,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$697,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$737,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$304,195
Employer contributions (assets) at end of year2013-12-31$10,340
Employer contributions (assets) at beginning of year2013-12-31$5,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$280,997
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KDCO PIELS, CERTIFIED PUBLIC ACCOUN
Accountancy firm EIN2013-12-31930745639
2012 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7
Total income from all sources (including contributions)2012-12-31$1,317,853
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$389,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$386,707
Expenses. Certain deemed distributions of participant loans2012-12-31$401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$891,602
Value of total assets at end of year2012-12-31$4,710,287
Value of total assets at beginning of year2012-12-31$3,781,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,094
Total interest from all sources2012-12-31$22,845
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$21,944
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$470,374
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$576,066
Participant contributions at end of year2012-12-31$118,237
Participant contributions at beginning of year2012-12-31$88,241
Participant contributions at end of year2012-12-31$8,190
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$928,651
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,710,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,781,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,880,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,123,046
Interest on participant loans2012-12-31$5,843
Interest earned on other investments2012-12-31$17,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$697,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$570,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$381,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$256,209
Employer contributions (assets) at end of year2012-12-31$5,955
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$386,707
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MICHAEL L. PIELS CPA'S LLP
Accountancy firm EIN2012-12-31931226907
2011 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$735,413
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$99,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$97,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$765,913
Value of total assets at end of year2011-12-31$3,781,643
Value of total assets at beginning of year2011-12-31$3,145,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,847
Total interest from all sources2011-12-31$20,081
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$15,691
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$378,164
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$486,854
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,681
Assets. Loans (other than to participants) at end of year2011-12-31$88,241
Assets. Loans (other than to participants) at beginning of year2011-12-31$73,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$636,172
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,781,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,145,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,123,046
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,071,780
Interest on participant loans2011-12-31$4,713
Interest earned on other investments2011-12-31$15,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$570,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-66,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$230,378
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$97,394
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MICHAEL L. PIELS CPA'S LLP
Accountancy firm EIN2011-12-31931226907
2010 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$922,852
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$282,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$598,197
Value of total assets at end of year2010-12-31$3,145,464
Value of total assets at beginning of year2010-12-31$2,505,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,454
Total interest from all sources2010-12-31$4,229
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$350,053
Participant contributions at end of year2010-12-31$73
Participant contributions at beginning of year2010-12-31$11,387
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$58,274
Assets. Loans (other than to participants) at end of year2010-12-31$73,553
Assets. Loans (other than to participants) at beginning of year2010-12-31$86,514
Other income not declared elsewhere2010-12-31$1,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$640,034
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,145,464
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,505,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,400,974
Value of interest in pooled separate accounts at end of year2010-12-31$2,621,273
Interest on participant loans2010-12-31$4,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$450,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$318,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$189,870
Employer contributions (assets) at end of year2010-12-31$58
Employer contributions (assets) at beginning of year2010-12-31$6,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,364
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31MICHAEL L. PIELS CPA'S LLP
Accountancy firm EIN2010-12-31931226907
2009 : LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN

2022: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered561
Insurance policy start date2022-09-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,333
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2333
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered98
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $60
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered573
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,081
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2081
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered100
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $103
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered571
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,640
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1640
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered104
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $102
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered571
Insurance policy start date2019-09-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $394
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees394
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered109
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,961
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered351
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,830
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,929
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63173
Policy instance 1
Insurance contract or identification number63173
Number of Individuals Covered324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,435
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,667
Insurance broker organization code?3
Insurance broker nameWILLIAM R GECKS

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