Logo

VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameVERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST
Plan identification number 001

VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SPECTRUM HEALTHCARE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECTRUM HEALTHCARE GROUP, INC.
Employer identification number (EIN):860207499
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAWN T. PARKER, CPC, QPA, ERPA2024-10-15
0012022-01-01RUSSELL J. SNOW, EA2023-10-16
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-11-22
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-10-12
0012019-01-01ALAN GOLD, CPA2020-09-30
0012018-01-01ALAN GOLD, CPA2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2015-08-31
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2014-10-06
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2013-09-19
0012011-01-01ALAN GOLD, CPA2012-07-11
0012010-01-01ALAN GOLD, CPA2011-09-19

Plan Statistics for VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

401k plan membership statisitcs for VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

Measure Date Value
2023: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01531
Total number of active participants reported on line 7a of the Form 55002023-01-01359
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01173
Total of all active and inactive participants2023-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01532
Number of participants with account balances2023-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01340
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01157
Total of all active and inactive participants2022-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01497
Number of participants with account balances2022-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01252
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01346
Number of participants with account balances2021-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01253
Total number of active participants reported on line 7a of the Form 55002020-01-01210
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01301
Number of participants with account balances2020-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01261
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01274
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01245
Number of participants with account balances2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-01205
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01193
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

Measure Date Value
2023 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,580,355
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$833,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$756,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,624,860
Value of total assets at end of year2023-12-31$8,139,627
Value of total assets at beginning of year2023-12-31$6,393,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$77,166
Total interest from all sources2023-12-31$14,696
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$309,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$309,113
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$810,017
Participant contributions at end of year2023-12-31$253,886
Participant contributions at beginning of year2023-12-31$209,111
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,170
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,746,463
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,139,627
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,393,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,367,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,695,186
Interest on participant loans2023-12-31$14,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$518,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$488,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$631,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$811,673
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$756,726
Contract administrator fees2023-12-31$18,665
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$239,545
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,388,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,318,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,332,668
Value of total assets at end of year2022-12-31$6,393,164
Value of total assets at beginning of year2022-12-31$7,542,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,167
Total interest from all sources2022-12-31$7,986
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,691
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$291,691
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$586,856
Participant contributions at end of year2022-12-31$209,111
Participant contributions at beginning of year2022-12-31$160,119
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$131,291
Other income not declared elsewhere2022-12-31$500
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,149,447
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,393,164
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,542,611
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$868
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,695,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,972,145
Interest on participant loans2022-12-31$7,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$488,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$410,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,393,300
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$614,521
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,318,825
Contract administrator fees2022-12-31$69,299
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,841,558
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$979,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$903,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$957,549
Value of total assets at end of year2021-12-31$7,542,611
Value of total assets at beginning of year2021-12-31$6,680,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,962
Total interest from all sources2021-12-31$7,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$471,043
Participant contributions at end of year2021-12-31$160,119
Participant contributions at beginning of year2021-12-31$160,581
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,391
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$52,857
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$862,125
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,542,611
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,680,486
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$5,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,972,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,238,120
Interest on participant loans2021-12-31$7,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$410,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$228,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$876,527
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$456,115
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$903,471
Contract administrator fees2021-12-31$70,418
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,823,654
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$732,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$674,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$912,675
Value of total assets at end of year2020-12-31$6,680,486
Value of total assets at beginning of year2020-12-31$5,589,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,342
Total interest from all sources2020-12-31$7,321
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$420,940
Participant contributions at end of year2020-12-31$160,581
Participant contributions at beginning of year2020-12-31$164,313
Participant contributions at end of year2020-12-31$27
Participant contributions at beginning of year2020-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,015
Total non interest bearing cash at end of year2020-12-31$52,857
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,091,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,680,486
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,589,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,238,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,131,262
Interest on participant loans2020-12-31$7,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$228,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$265,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$903,658
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$466,720
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$28,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$674,007
Contract administrator fees2020-12-31$58,342
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 name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,721,632
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$833,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$776,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$772,607
Value of total assets at end of year2019-12-31$5,589,181
Value of total assets at beginning of year2019-12-31$4,701,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,129
Total interest from all sources2019-12-31$8,608
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$277,423
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$277,423
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$390,554
Participant contributions at end of year2019-12-31$164,313
Participant contributions at beginning of year2019-12-31$163,467
Participant contributions at end of year2019-12-31$42
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,606
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$887,874
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,589,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,701,307
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,131,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,376,161
Interest on participant loans2019-12-31$8,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$265,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$161,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$662,994
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$373,447
Employer contributions (assets) at end of year2019-12-31$28,407
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$776,629
Contract administrator fees2019-12-31$57,129
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$727,696
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$455,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$363,999
Expenses. Certain deemed distributions of participant loans2018-12-31$33,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$987,501
Value of total assets at end of year2018-12-31$4,701,307
Value of total assets at beginning of year2018-12-31$4,429,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,608
Total interest from all sources2018-12-31$7,466
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$364,236
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$364,236
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$372,656
Participant contributions at end of year2018-12-31$163,467
Participant contributions at beginning of year2018-12-31$143,647
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$270,217
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$272,258
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,701,307
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,429,049
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,376,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,091,985
Interest on participant loans2018-12-31$7,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$161,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$155,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-631,507
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$344,628
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$38,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$363,999
Contract administrator fees2018-12-31$57,608
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,232,883
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$558,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$503,624
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$705,312
Value of total assets at end of year2017-12-31$4,429,049
Value of total assets at beginning of year2017-12-31$3,755,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,252
Total interest from all sources2017-12-31$252,615
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$321,957
Participant contributions at end of year2017-12-31$143,647
Participant contributions at beginning of year2017-12-31$66,976
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,172
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$674,007
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,429,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,755,042
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,091,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,511,131
Interest on participant loans2017-12-31$4,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$248,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$155,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$141,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$274,956
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$367,183
Employer contributions (assets) at end of year2017-12-31$38,274
Employer contributions (assets) at beginning of year2017-12-31$35,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$503,624
Contract administrator fees2017-12-31$55,252
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$961,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$747,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$698,264
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$682,266
Value of total assets at end of year2016-12-31$3,755,042
Value of total assets at beginning of year2016-12-31$3,541,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,562
Total interest from all sources2016-12-31$2,680
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,996
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$180,996
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$324,154
Participant contributions at end of year2016-12-31$66,976
Participant contributions at beginning of year2016-12-31$41,896
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$14
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,819
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$213,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,755,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,541,367
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,511,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,248,399
Interest on participant loans2016-12-31$2,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$141,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$214,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$95,559
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$336,293
Employer contributions (assets) at end of year2016-12-31$35,645
Employer contributions (assets) at beginning of year2016-12-31$36,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$698,264
Contract administrator fees2016-12-31$49,562
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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$0
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$652,237
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$926,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$846,199
Expenses. Certain deemed distributions of participant loans2015-12-31$34,716
Value of total corrective distributions2015-12-31$228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$666,930
Value of total assets at end of year2015-12-31$3,541,367
Value of total assets at beginning of year2015-12-31$3,815,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,553
Total interest from all sources2015-12-31$184,661
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$331,398
Participant contributions at end of year2015-12-31$41,896
Participant contributions at beginning of year2015-12-31$74,669
Participant contributions at end of year2015-12-31$14
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-274,459
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,541,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,815,826
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,248,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,686,720
Interest on participant loans2015-12-31$2,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$182,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$214,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$54,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-199,354
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$335,532
Employer contributions (assets) at end of year2015-12-31$36,256
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$846,199
Contract administrator fees2015-12-31$45,553
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695

Form 5500 Responses for VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

2023: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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: VERDE VALLEY GUIDANCE CLINIC, INC. TAX DEFERRED SAVINGS PLAN AND TRUST 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered515
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered475
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,029
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $2,029
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,208
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $1,208
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered303
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,083
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $1,083
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered251
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $838
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $838
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered245
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $844
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?Yes
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $844
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,169
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 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?Yes
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 $1,169
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number415-81194
Policy instance 1
Insurance contract or identification number415-81194
Number of Individuals Covered179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,304
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $1,304
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1