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GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameGULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number 001

GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GULF COAST MENTAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:GULF COAST MENTAL HEALTH CENTER
Employer identification number (EIN):640478777
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01TOM PRITCHARD
0012013-01-01TOM PRITCHARD
0012012-05-01TOM PRITCHARD
0012011-05-01TOM PRITCHARD
0012010-05-01TOM PRITCHARD TOM PRITCHARD2012-02-15
0012009-05-01TOM PRITCHARD TOM PRITCHARD2011-02-15

Plan Statistics for GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01250
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01205
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01250
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01219
Total number of active participants reported on line 7a of the Form 55002012-05-01176
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0161
Total of all active and inactive participants2012-05-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01237
Number of participants with account balances2012-05-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-0112
2011: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01209
Total number of active participants reported on line 7a of the Form 55002011-05-01179
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0140
Total of all active and inactive participants2011-05-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01219
Number of participants with account balances2011-05-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-017
2010: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01174
Total number of active participants reported on line 7a of the Form 55002010-05-01167
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0142
Total of all active and inactive participants2010-05-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01209
Number of participants with account balances2010-05-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-015
2009: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01178
Total number of active participants reported on line 7a of the Form 55002009-05-01146
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0128
Total of all active and inactive participants2009-05-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01174
Number of participants with account balances2009-05-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0119

Financial Data on GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014 : GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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$957,003
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$294,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$293,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$480,852
Value of total assets at end of year2014-12-31$11,356,876
Value of total assets at beginning of year2014-12-31$10,693,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900
Total interest from all sources2014-12-31$8,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$635,170
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$635,170
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$273,090
Administrative expenses (other) incurred2014-12-31$900
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$33,313
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$662,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,356,876
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,693,951
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,695,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,980,228
Interest earned on other investments2014-12-31$7,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,425,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,454,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,454,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$235,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$224,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-167,019
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$207,762
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$293,178
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WRIGHT, WARD, HATTEN & GUEL
Accountancy firm EIN2014-12-31770619263
2013 : GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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$1,858,217
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$574,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$573,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$502,107
Value of total assets at end of year2013-12-31$10,693,951
Value of total assets at beginning of year2013-12-31$9,410,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,275
Total interest from all sources2013-12-31$7,939
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$559,990
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$559,990
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$228,218
Participant contributions at beginning of year2013-12-31$8,305
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,489
Administrative expenses (other) incurred2013-12-31$1,275
Total non interest bearing cash at end of year2013-12-31$33,313
Total non interest bearing cash at beginning of year2013-12-31$69
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$1,283,797
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,693,951
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,410,154
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,980,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,907,524
Interest earned on other investments2013-12-31$7,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,454,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,261,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,261,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$224,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$233,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$788,181
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$269,400
Employer contributions (assets) at end of year2013-12-31$1,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$573,145
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WRIGHT, WARD, HATTEN & GUEL
Accountancy firm EIN2013-12-31770619263
2012 : GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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$0
Total income from all sources (including contributions)2012-12-31$652,273
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$500,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$499,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$435,865
Value of total assets at end of year2012-12-31$9,410,154
Value of total assets at beginning of year2012-12-31$9,258,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$800
Total interest from all sources2012-12-31$6,042
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,926
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$68,926
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$141,429
Participant contributions at end of year2012-12-31$8,305
Participant contributions at beginning of year2012-12-31$14,528
Administrative expenses (other) incurred2012-12-31$800
Total non interest bearing cash at end of year2012-12-31$69
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$152,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,410,154
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,258,087
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,907,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,719,058
Interest earned on other investments2012-12-31$5,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,261,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,025,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,025,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$233,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$461,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$141,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$294,436
Employer contributions (assets) at beginning of year2012-12-31$38,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$499,406
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WRIGHT, WARD, HATTEN & GUEL
Accountancy firm EIN2012-12-31770619263
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$837,491
Total loss/gain on sale of assets2012-04-30$-30,833
Total of all expenses incurred2012-04-30$669,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$668,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$713,751
Value of total assets at end of year2012-04-30$9,258,087
Value of total assets at beginning of year2012-04-30$9,090,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$825
Total interest from all sources2012-04-30$15,883
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$148,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$148,799
Was this plan covered by a fidelity bond2012-04-30No
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$198,789
Participant contributions at end of year2012-04-30$14,528
Participant contributions at beginning of year2012-04-30$16,035
Administrative expenses (other) incurred2012-04-30$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$167,811
Value of net assets at end of year (total assets less liabilities)2012-04-30$9,258,087
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$9,090,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$7,719,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$7,631,310
Interest earned on other investments2012-04-30$15,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,025,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$939,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$939,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$461,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$447,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-10,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$514,962
Employer contributions (assets) at end of year2012-04-30$38,099
Employer contributions (assets) at beginning of year2012-04-30$56,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$668,855
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$2,327,703
Aggregate carrying amount (costs) on sale of assets2012-04-30$2,358,536
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WRIGHT, WARD, HATTEN & GUEL
Accountancy firm EIN2012-04-30770619263
2011 : GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$1,638,603
Total loss/gain on sale of assets2011-04-30$13,268
Total of all expenses incurred2011-04-30$198,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$198,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$710,270
Value of total assets at end of year2011-04-30$9,090,276
Value of total assets at beginning of year2011-04-30$7,650,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$0
Total interest from all sources2011-04-30$15,908
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$141,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$141,168
Was this plan covered by a fidelity bond2011-04-30No
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$207,501
Participant contributions at beginning of year2011-04-30$0
Participant contributions at end of year2011-04-30$16,035
Participant contributions at beginning of year2011-04-30$16,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,439,998
Value of net assets at end of year (total assets less liabilities)2011-04-30$9,090,276
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$7,650,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$7,631,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$6,233,847
Interest earned on other investments2011-04-30$15,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$939,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$939,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$939,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$447,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$420,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$757,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$502,769
Employer contributions (assets) at end of year2011-04-30$56,461
Employer contributions (assets) at beginning of year2011-04-30$39,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$198,605
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$806,220
Aggregate carrying amount (costs) on sale of assets2011-04-30$792,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WRIGHT, WARD, HATTEN AND GUEL
Accountancy firm EIN2011-04-30770619263
2010 : GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

2014: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: GULF COAST MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

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