401k Plan data: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN plan

CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 401k Plan overview

Plan Name	CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN
Plan identification number	002

CROTCHED MOUNTAIN FOUNDATION 401(A) 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.
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

CROTCHED MOUNTAIN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: CROTCHED MOUNTAIN FOUNDATION

Employer identification number (EIN): 020222168

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 SCOTT GRAFF 2021-07-15 SCOTT GRAFF 2021-07-15
002 2018-01-01 KELLY L WARD 2021-03-04 KELLY L WARD 2021-03-04
002 2017-01-01 SCOTT GRAFF SCOTT GRAFF 2018-10-15
002 2016-01-01 SCOTT GRAFF SCOTT GRAFF 2017-10-12
002 2015-01-01 TOM ZUBRICKI TOM ZUBRICKI 2016-10-13
002 2015-01-01 TOM ZUBRICKI 2016-10-13
002 2014-01-01 TOM ZUBRICKI TOM ZUBRICKI 2015-10-13
002 2013-01-01 THOMAS ZUBRICKI THOMAS ZUBRICKI 2014-10-14
002 2012-01-01 THOMAS ZUBRICKI THOMAS ZUBRICKI 2013-10-15
002 2011-01-01 JOSEPH FERMANO
002 2009-01-01 JOSEPH FERMANO
002 2008-01-01 TOM ZUBRICKI TOM ZUBRICKI 2010-07-22
002 2007-01-01 TOM ZUBRICKI TOM ZUBRICKI 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	SCOTT GRAFF	2021-07-15	SCOTT GRAFF	2021-07-15
002	2018-01-01	KELLY L WARD	2021-03-04	KELLY L WARD	2021-03-04
002	2017-01-01	SCOTT GRAFF		SCOTT GRAFF	2018-10-15
002	2016-01-01	SCOTT GRAFF		SCOTT GRAFF	2017-10-12
002	2015-01-01	TOM ZUBRICKI		TOM ZUBRICKI	2016-10-13
002	2015-01-01			TOM ZUBRICKI	2016-10-13
002	2014-01-01	TOM ZUBRICKI		TOM ZUBRICKI	2015-10-13
002	2013-01-01	THOMAS ZUBRICKI		THOMAS ZUBRICKI	2014-10-14
002	2012-01-01	THOMAS ZUBRICKI		THOMAS ZUBRICKI	2013-10-15
002	2011-01-01	JOSEPH FERMANO
002	2009-01-01	JOSEPH FERMANO
002	2008-01-01	TOM ZUBRICKI		TOM ZUBRICKI	2010-07-22
002	2007-01-01	TOM ZUBRICKI		TOM ZUBRICKI	2010-07-22

Plan Statistics for CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN

401k plan membership statisitcs for CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN

Measure Date Value
2017: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 732
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 39
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 39
Number of participants with account balances 2017-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 864
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 696
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 732
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 730
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 802
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 59
Total of all active and inactive participants 2015-01-01 864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 864
Number of participants with account balances 2015-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,241
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 665
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 730
Number of participants with account balances 2014-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,071
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,173
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 66
Total of all active and inactive participants 2013-01-01 1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 1,241
Number of participants with account balances 2013-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 859
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 937
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 128
Total of all active and inactive participants 2012-01-01 1,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 1,071
Number of participants with account balances 2012-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 983
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 704
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 139
Total of all active and inactive participants 2011-01-01 854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 859
Number of participants with account balances 2011-01-01 544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2009: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,365
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 938
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 412
Total of all active and inactive participants 2009-01-01 1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 1,366
Number of participants with account balances 2009-01-01 987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 38
2008: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1,245
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 925
Number of retired or separated participants receiving benefits 2008-01-01 15
Number of other retired or separated participants entitled to future benefits 2008-01-01 419
Total of all active and inactive participants 2008-01-01 1,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 6
Total participants 2008-01-01 1,365
Number of participants with account balances 2008-01-01 1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 102
2007: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 1,146
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 940
Number of retired or separated participants receiving benefits 2007-01-01 15
Number of other retired or separated participants entitled to future benefits 2007-01-01 287
Total of all active and inactive participants 2007-01-01 1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 3
Total participants 2007-01-01 1,245
Number of participants with account balances 2007-01-01 951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 102

Measure	Date	Value
2017: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	732
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	39
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	39
Number of participants with account balances	2017-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	864
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	696
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	732
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	730
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	802
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	59
Total of all active and inactive participants	2015-01-01	864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	864
Number of participants with account balances	2015-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,241
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	665
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	730
Number of participants with account balances	2014-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,071
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,173
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	66
Total of all active and inactive participants	2013-01-01	1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	1,241
Number of participants with account balances	2013-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	859
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	937
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	128
Total of all active and inactive participants	2012-01-01	1,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	1,071
Number of participants with account balances	2012-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	983
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	704
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	139
Total of all active and inactive participants	2011-01-01	854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	859
Number of participants with account balances	2011-01-01	544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2009: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,365
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	938
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	412
Total of all active and inactive participants	2009-01-01	1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	1,366
Number of participants with account balances	2009-01-01	987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	38
2008: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1,245
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	925
Number of retired or separated participants receiving benefits	2008-01-01	15
Number of other retired or separated participants entitled to future benefits	2008-01-01	419
Total of all active and inactive participants	2008-01-01	1,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	6
Total participants	2008-01-01	1,365
Number of participants with account balances	2008-01-01	1,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	102
2007: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	1,146
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	940
Number of retired or separated participants receiving benefits	2007-01-01	15
Number of other retired or separated participants entitled to future benefits	2007-01-01	287
Total of all active and inactive participants	2007-01-01	1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	3
Total participants	2007-01-01	1,245
Number of participants with account balances	2007-01-01	951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	102

Financial Data on CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN

Measure	Date	Value
2017 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,378
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,177,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,173,028
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$488,112
Value of total assets at beginning of year	2017-12-31	$1,663,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,733
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,378
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$20,192
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,175,383
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$488,112
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,663,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,298
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$488,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,663,495
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,152,836
Contract administrator fees	2017-12-31	$435
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2017-12-31	010523282
2016 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$149,064
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,916,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,880,828
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$1,663,495
Value of total assets at beginning of year	2016-12-31	$5,430,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$35,537
Total interest from all sources	2016-12-31	$16,113
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$49,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$49,889
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$1,208,351
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-3,767,301
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,663,495
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,430,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$23,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,663,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,432,244
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$16,113
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$998,552
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$83,062
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,672,477
Contract administrator fees	2016-12-31	$12,040
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERRYDUNN
Accountancy firm EIN	2016-12-31	010523282
2015 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$69,610
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$261,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$229,229
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$5,430,795
Value of total assets at beginning of year	2015-12-31	$5,622,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,423
Total interest from all sources	2015-12-31	$16,083
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$173,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$173,199
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	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 appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-192,042
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,430,795
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,622,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$31,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,432,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,597,890
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$0
Interest earned on other investments	2015-12-31	$16,083
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$998,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,024,947
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-119,672
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$229,229
Contract administrator fees	2015-12-31	$1,240
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERRYDUNN
Accountancy firm EIN	2015-12-31	010523282
2014 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$402,103
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$679,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$607,391
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$5,622,837
Value of total assets at beginning of year	2014-12-31	$5,899,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$71,770
Total interest from all sources	2014-12-31	$13,823
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$189,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$189,679
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-277,058
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,622,837
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,899,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$69,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,597,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,751,294
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$13,823
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,024,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,148,601
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$198,601
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$607,391
Contract administrator fees	2014-12-31	$2,280
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2014-12-31	010523282
2013 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$705,595
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$569,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$514,869
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$5,899,895
Value of total assets at beginning of year	2013-12-31	$5,763,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$54,591
Total interest from all sources	2013-12-31	$14,105
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$104,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$104,125
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$136,135
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,899,895
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,763,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$50,865
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,751,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,691,928
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$14,105
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,071,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,148,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$587,365
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$514,869
Contract administrator fees	2013-12-31	$3,726
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	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERRY DUNN
Accountancy firm EIN	2013-12-31	010523282
2012 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$642,326
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$888,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$885,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$5,763,760
Value of total assets at beginning of year	2012-12-31	$6,010,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,870
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$108,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$108,303
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$1,949
Administrative expenses (other) incurred	2012-12-31	$2,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-246,335
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,763,760
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,010,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,691,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,693,004
Value of interest in common/collective trusts at end of year	2012-12-31	$1,071,832
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,317,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$512,152
Net investment gain or loss from common/collective trusts	2012-12-31	$19,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$885,791
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERRYDUNN
Accountancy firm EIN	2012-12-31	010523282
2011 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-100,846
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$506,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$503,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$6,010,095
Value of total assets at beginning of year	2011-12-31	$6,617,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,045
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$206,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$206,097
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$15,747
Other income not declared elsewhere	2011-12-31	$748
Administrative expenses (other) incurred	2011-12-31	$3,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-607,258
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,010,095
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,617,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,693,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,163,601
Value of interest in common/collective trusts at end of year	2011-12-31	$1,317,091
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,438,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-357,566
Net investment gain or loss from common/collective trusts	2011-12-31	$49,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$503,367
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BERRYDUNN
Accountancy firm EIN	2011-12-31	010523282
2010 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$515,068
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$895,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$885,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,005
Value of total assets at end of year	2010-12-31	$6,617,353
Value of total assets at beginning of year	2010-12-31	$6,997,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,290
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$99,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$99,291
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$15,747
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$16,258
Administrative expenses (other) incurred	2010-12-31	$10,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-380,271
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,617,353
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,997,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,163,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,310,455
Value of interest in common/collective trusts at end of year	2010-12-31	$1,438,005
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,670,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$375,939
Net investment gain or loss from common/collective trusts	2010-12-31	$36,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$885,049
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN	2010-12-31	010523282
2009 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
2007 : CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN

2017: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: CROTCHED MOUNTAIN FOUNDATION 401(A) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60986

Policy instance

Insurance contract or identification number	MR 60986
Number of Individuals Covered	537
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	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

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

Company Name:	CROTCHED MOUNTAIN FOUNDATION
Employer identification number (EIN):	020222168
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers