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CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 401k Plan overview

Plan NameCHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN
Plan identification number 001

CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CHE SENIOR PSYCHOLOGICAL SERVICES PC has sponsored the creation of one or more 401k plans.

Company Name:CHE SENIOR PSYCHOLOGICAL SERVICES PC
Employer identification number (EIN):113254796
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01RAPHAEL TREITEL2021-07-07
0012019-01-01RAPHAEL TREITEL2020-10-15
0012018-01-01
0012017-01-01RAPHAEL TREITEL
0012016-01-01RAPHAEL TREITEL
0012015-01-01RAPHAEL TREITEL
0012014-01-01RAPHAEL TREITEL
0012013-01-01RAPHAEL TREITEL
0012012-01-01RAPHAEL TREITEL2013-10-09
0012011-01-01RAPHAEL TREITEL2012-09-27
0012010-01-01RAPHAEL TREITEL2011-08-08

Plan Statistics for CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN

401k plan membership statisitcs for CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN

Measure Date Value
2018: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01118
Total participants2018-01-01118
Number of participants with account balances2018-01-0143
2017: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01123
Total participants2017-01-01123
Number of participants with account balances2017-01-0144
2016: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01191
Total participants2016-01-01191
Number of participants with account balances2016-01-0148
2015: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-0121
Total of all active and inactive participants2015-01-01217
Total participants2015-01-01217
Number of participants with account balances2015-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01171
Total participants2014-01-01171
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Total of all active and inactive participants2013-01-01127
Total participants2013-01-01127
Number of participants with account balances2013-01-0145

Financial Data on CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN

Measure Date Value
2018 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-148,191
Total of all expenses incurred2018-12-31$255,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$253,765
Value of total assets at end of year2018-12-31$1,594,962
Value of total assets at beginning of year2018-12-31$1,998,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-403,552
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,594,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,998,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,596
Value of interest in pooled separate accounts at end of year2018-12-31$1,492,831
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,897,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$102,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-148,191
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$253,765
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 name2018-12-31GORFINE, SCHILLER & GARDYN P.A.
Accountancy firm EIN2018-12-31521231901
2017 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$279,237
Total of all expenses incurred2017-12-31$99,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$97,954
Value of total assets at end of year2017-12-31$1,998,514
Value of total assets at beginning of year2017-12-31$1,818,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,592
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$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$179,691
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,998,514
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,818,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,592
Value of interest in pooled separate accounts at end of year2017-12-31$1,897,852
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,716,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$99,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$279,237
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
Employer contributions (assets) at beginning of year2017-12-31$2,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$97,954
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 name2017-12-31GORFINE, SCHILLER & GARDYN P.A.
Accountancy firm EIN2017-12-31521231901
2016 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$115,274
Total of all expenses incurred2016-12-31$56,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,696
Value of total assets at end of year2016-12-31$1,818,823
Value of total assets at beginning of year2016-12-31$1,760,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$58,520
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,818,823
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,760,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,725
Value of interest in pooled separate accounts at end of year2016-12-31$1,716,559
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,650,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$99,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$101,878
Net investment gain/loss from pooled separate accounts2016-12-31$113,578
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$1,696
Employer contributions (assets) at end of year2016-12-31$2,902
Employer contributions (assets) at beginning of year2016-12-31$8,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,029
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 name2016-12-31DAVID FISCH & CO. CPAS PC
Accountancy firm EIN2016-12-31133624679
2015 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$156,319
Total of all expenses incurred2015-12-31$62,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$60,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$171,372
Value of total assets at end of year2015-12-31$1,760,303
Value of total assets at beginning of year2015-12-31$1,666,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,769
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$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$170,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$94,226
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,760,303
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,666,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,769
Value of interest in pooled separate accounts at end of year2015-12-31$1,650,245
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,539,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$101,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$119,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,053
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$1,284
Employer contributions (assets) at end of year2015-12-31$8,180
Employer contributions (assets) at beginning of year2015-12-31$6,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,324
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 name2015-12-31DAVID FISCH & CO. CPAS PC
Accountancy firm EIN2015-12-31133624679
2014 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$313,045
Total of all expenses incurred2014-12-31$91,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$89,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$251,910
Value of total assets at end of year2014-12-31$1,666,077
Value of total assets at beginning of year2014-12-31$1,444,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,662
Total interest from all sources2014-12-31$1,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$246,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$221,771
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,666,077
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,444,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,380,265
Value of interest in pooled separate accounts at end of year2014-12-31$1,539,709
Interest earned on other investments2014-12-31$1,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$119,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$62,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$59,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,584
Employer contributions (assets) at end of year2014-12-31$6,856
Employer contributions (assets) at beginning of year2014-12-31$1,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$89,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID FISCH & CO. CPAS PC
Accountancy firm EIN2014-12-31133624679
2013 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$494,042
Total of all expenses incurred2013-12-31$28,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$253,085
Value of total assets at end of year2013-12-31$1,444,306
Value of total assets at beginning of year2013-12-31$978,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$251,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$465,964
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,444,306
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$978,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,380,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$941,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$62,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$36,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$240,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,271
Employer contributions (assets) at end of year2013-12-31$1,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,774
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DAVID FISCH & CO CPAS PC
Accountancy firm EIN2013-12-31133624679

Form 5500 Responses for CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN

2018: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022156
Policy instance 1
Insurance contract or identification numberGA-022156
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,003
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022156
Policy instance 1
Insurance contract or identification numberGA-022156
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,914
Total amount of fees paid to insurance companyUSD $1,177
Commission paid to Insurance BrokerUSD $5,914
Amount paid for insurance broker fees1177
Insurance broker nameINTAC ACTUARIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022156
Policy instance 1
Insurance contract or identification numberGA-022156
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,414
Total amount of fees paid to insurance companyUSD $883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,414
Amount paid for insurance broker fees883
Insurance broker nameINTAC ACTUARIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022156
Policy instance 1
Insurance contract or identification numberGA-022156
Number of Individuals Covered50
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,168
Total amount of fees paid to insurance companyUSD $741
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,168
Amount paid for insurance broker fees741
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameINTAC ACTUARIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022156
Policy instance 1
Insurance contract or identification numberGA-022156
Number of Individuals Covered40
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,189
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,642
Insurance broker nameINTAC ACTUARIAL SERVICES

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