401k Plan data: MENTAL HEALTH CENTER 401(K) PLAN plan

MENTAL HEALTH CENTER 401(K) PLAN 401k Plan overview

Plan Name	MENTAL HEALTH CENTER 401(K) PLAN
Plan identification number	001

MENTAL HEALTH CENTER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: MENTAL HEALTH CENTER

Employer identification number (EIN): 810359499

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 JENNIFER DONOVAN JENNIFER DONOVAN 2015-02-02
001 2012-07-01 JENNIFER DONOVAN JENNIFER DONOVAN 2014-04-14
001 2011-07-01 JENNIFER DONOVAN JENNIFER DONOVAN 2013-04-08
001 2010-07-01 JENNIFER DONOVAN JENNIFER DONOVAN 2012-01-27
001 2009-07-01 JENNIFER DONOVAN JENNIFER DONOVAN 2011-01-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-07-01
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	JENNIFER DONOVAN	JENNIFER DONOVAN	2015-02-02
001	2012-07-01	JENNIFER DONOVAN	JENNIFER DONOVAN	2014-04-14
001	2011-07-01	JENNIFER DONOVAN	JENNIFER DONOVAN	2013-04-08
001	2010-07-01	JENNIFER DONOVAN	JENNIFER DONOVAN	2012-01-27
001	2009-07-01	JENNIFER DONOVAN	JENNIFER DONOVAN	2011-01-26

Plan Statistics for MENTAL HEALTH CENTER 401(K) PLAN

401k plan membership statisitcs for MENTAL HEALTH CENTER 401(K) PLAN

Measure Date Value
2015: MENTAL HEALTH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 86
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 13
Total of all active and inactive participants 2015-07-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 99
Number of participants with account balances 2015-07-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: MENTAL HEALTH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 84
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 20
Total of all active and inactive participants 2014-07-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 104
Number of participants with account balances 2014-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 4
2013: MENTAL HEALTH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 102
Number of other retired or separated participants entitled to future benefits 2013-07-01 15
Total of all active and inactive participants 2013-07-01 117
Total participants 2013-07-01 117
Number of participants with account balances 2013-07-01 81
2012: MENTAL HEALTH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 112
Number of other retired or separated participants entitled to future benefits 2012-07-01 18
Total of all active and inactive participants 2012-07-01 130
Total participants 2012-07-01 130
Number of participants with account balances 2012-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: MENTAL HEALTH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 138
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 100
Number of other retired or separated participants entitled to future benefits 2011-07-01 20
Total of all active and inactive participants 2011-07-01 120
Total participants 2011-07-01 120
Number of participants with account balances 2011-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2010: MENTAL HEALTH CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 113
Number of other retired or separated participants entitled to future benefits 2010-07-01 25
Total of all active and inactive participants 2010-07-01 138
Total participants 2010-07-01 138
Number of participants with account balances 2010-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 4
2009: MENTAL HEALTH CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 120
Number of other retired or separated participants entitled to future benefits 2009-07-01 19
Total of all active and inactive participants 2009-07-01 139
Total participants 2009-07-01 139
Number of participants with account balances 2009-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2015: MENTAL HEALTH CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	86
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	13
Total of all active and inactive participants	2015-07-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	99
Number of participants with account balances	2015-07-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: MENTAL HEALTH CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	84
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	20
Total of all active and inactive participants	2014-07-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	104
Number of participants with account balances	2014-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	4
2013: MENTAL HEALTH CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	102
Number of other retired or separated participants entitled to future benefits	2013-07-01	15
Total of all active and inactive participants	2013-07-01	117
Total participants	2013-07-01	117
Number of participants with account balances	2013-07-01	81
2012: MENTAL HEALTH CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	112
Number of other retired or separated participants entitled to future benefits	2012-07-01	18
Total of all active and inactive participants	2012-07-01	130
Total participants	2012-07-01	130
Number of participants with account balances	2012-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: MENTAL HEALTH CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	138
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	100
Number of other retired or separated participants entitled to future benefits	2011-07-01	20
Total of all active and inactive participants	2011-07-01	120
Total participants	2011-07-01	120
Number of participants with account balances	2011-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2010: MENTAL HEALTH CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	113
Number of other retired or separated participants entitled to future benefits	2010-07-01	25
Total of all active and inactive participants	2010-07-01	138
Total participants	2010-07-01	138
Number of participants with account balances	2010-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	4
2009: MENTAL HEALTH CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	120
Number of other retired or separated participants entitled to future benefits	2009-07-01	19
Total of all active and inactive participants	2009-07-01	139
Total participants	2009-07-01	139
Number of participants with account balances	2009-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on MENTAL HEALTH CENTER 401(K) PLAN

Measure	Date	Value
2016 : MENTAL HEALTH CENTER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$263,412
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$551,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$547,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$254,148
Value of total assets at end of year	2016-06-30	$2,959,167
Value of total assets at beginning of year	2016-06-30	$3,246,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,294
Total interest from all sources	2016-06-30	$2,812
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$345,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$180,667
Participant contributions at end of year	2016-06-30	$80,509
Participant contributions at beginning of year	2016-06-30	$97,842
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$11,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-287,718
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,959,167
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,246,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,801,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,063,253
Income. Interest from loans (other than to participants)	2016-06-30	$2,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$77,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$85,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$6,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$61,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$547,836
Contract administrator fees	2016-06-30	$3,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	JCCS, P.C.
Accountancy firm EIN	2016-06-30	810348775
2015 : MENTAL HEALTH CENTER 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$344,207
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$540,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$529,957
Expenses. Certain deemed distributions of participant loans	2015-06-30	$6,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$294,168
Value of total assets at end of year	2015-06-30	$3,246,885
Value of total assets at beginning of year	2015-06-30	$3,442,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,085
Total interest from all sources	2015-06-30	$1,529
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$345,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$210,032
Participant contributions at end of year	2015-06-30	$97,842
Participant contributions at beginning of year	2015-06-30	$58,162
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$15,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-196,055
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,246,885
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,442,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,063,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,274,363
Interest on participant loans	2015-06-30	$1,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$85,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$110,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$48,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$68,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$529,957
Contract administrator fees	2015-06-30	$4,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	JCCS, P.C.
Accountancy firm EIN	2015-06-30	810348775
2014 : MENTAL HEALTH CENTER 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$821,511
Total of all expenses incurred	2014-06-30	$548,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$524,738
Expenses. Certain deemed distributions of participant loans	2014-06-30	$5,403
Value of total corrective distributions	2014-06-30	$13,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$333,674
Value of total assets at end of year	2014-06-30	$3,442,940
Value of total assets at beginning of year	2014-06-30	$3,169,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$4,465
Total interest from all sources	2014-06-30	$1,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$345,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$178,041
Participant contributions at end of year	2014-06-30	$58,162
Participant contributions at beginning of year	2014-06-30	$53,489
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$155,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$273,445
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,442,940
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,169,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,274,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,011,338
Interest on participant loans	2014-06-30	$1,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$110,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$104,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$486,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$524,738
Contract administrator fees	2014-06-30	$3,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2014-06-30	810385940
2013 : MENTAL HEALTH CENTER 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$500,332
Total of all expenses incurred	2013-06-30	$98,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$95,200
Expenses. Certain deemed distributions of participant loans	2013-06-30	$1,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$193,182
Value of total assets at end of year	2013-06-30	$3,169,495
Value of total assets at beginning of year	2013-06-30	$2,767,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,125
Total interest from all sources	2013-06-30	$1,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$317,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$188,887
Participant contributions at end of year	2013-06-30	$53,489
Participant contributions at beginning of year	2013-06-30	$28,600
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$4,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$401,859
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,169,495
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,767,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,011,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,739,036
Interest on participant loans	2013-06-30	$1,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$104,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$305,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$95,200
Contract administrator fees	2013-06-30	$1,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2013-06-30	810385940
2012 : MENTAL HEALTH CENTER 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$338,538
Total of all expenses incurred	2012-06-30	$400,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$393,193
Expenses. Certain deemed distributions of participant loans	2012-06-30	$7,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$267,142
Value of total assets at end of year	2012-06-30	$2,767,636
Value of total assets at beginning of year	2012-06-30	$2,829,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$330
Total interest from all sources	2012-06-30	$1,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$200,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$185,402
Participant contributions at end of year	2012-06-30	$28,600
Participant contributions at beginning of year	2012-06-30	$44,254
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$81,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-62,048
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,767,636
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,829,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$330
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,739,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,785,430
Interest on participant loans	2012-06-30	$1,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$70,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$393,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ANDERSON ZURMUEHLEN & CO. P.C.
Accountancy firm EIN	2012-06-30	810385940
2011 : MENTAL HEALTH CENTER 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$3
Total income from all sources (including contributions)	2011-06-30	$717,189
Total of all expenses incurred	2011-06-30	$58,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$55,557
Expenses. Certain deemed distributions of participant loans	2011-06-30	$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$211,244
Value of total assets at end of year	2011-06-30	$2,829,684
Value of total assets at beginning of year	2011-06-30	$2,170,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,224
Total interest from all sources	2011-06-30	$1,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$200,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$207,633
Participant contributions at end of year	2011-06-30	$44,254
Participant contributions at beginning of year	2011-06-30	$44,678
Liabilities. Value of operating payables at beginning of year	2011-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$658,850
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,829,684
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,170,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$2,224
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,785,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,126,159
Interest on participant loans	2011-06-30	$1,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$504,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$3,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$55,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ANDERSON ZURMUEHLEN & CO. P.C.
Accountancy firm EIN	2011-06-30	810385940

Form 5500 Responses for MENTAL HEALTH CENTER 401(K) PLAN

2015: MENTAL HEALTH CENTER 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MENTAL HEALTH CENTER 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MENTAL HEALTH CENTER 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MENTAL HEALTH CENTER 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MENTAL HEALTH CENTER 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MENTAL HEALTH CENTER 401(K) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MENTAL HEALTH CENTER 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333249-01

Policy instance

Insurance contract or identification number	333249-01
Number of Individuals Covered	8
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $199
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $199
Insurance broker organization code?	3
Insurance broker name	RBC CAPITAL MARKETS, LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333249-01

Policy instance

Insurance contract or identification number	333249-01
Number of Individuals Covered	6
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $226
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $226
Insurance broker organization code?	3
Insurance broker name	RBC CAPITAL MARKETS, LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333249-01

Policy instance

Insurance contract or identification number	333249-01
Number of Individuals Covered	7
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $268
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $268
Insurance broker organization code?	3
Insurance broker name	RBC CAPITAL MARKETS, LLC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333249-01

Policy instance

Insurance contract or identification number	333249-01
Number of Individuals Covered	8
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $249
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $249
Insurance broker organization code?	3
Insurance broker name	VERONICA KUZMA-MURCH RBC CAPITAL

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA710461

Policy instance

Insurance contract or identification number	GA710461
Number of Individuals Covered	0
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $4,917
Total amount of fees paid to insurance company	USD $666
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333249-01

Policy instance

Insurance contract or identification number	333249-01
Number of Individuals Covered	7
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $205
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA710461

Policy instance

Insurance contract or identification number	GA710461
Number of Individuals Covered	109
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	MENTAL HEALTH CENTER
Employer identification number (EIN):	810359499
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)