401k Plan data: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST plan

THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THRIVE COUNSELING LLC has sponsored the creation of one or more 401k plans.

Company Name: THRIVE COUNSELING LLC

Employer identification number (EIN): 263447487

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DAGEN WEAVER 2019-05-17
001 2017-01-01 COLE MEYERS 2018-05-17
001 2016-01-01 COLE MEYERS 2017-07-07
001 2015-01-01 KIRAN CHOPRA 2016-12-13
001 2014-01-01 KIRAN CHOPRA 2015-07-22
001 2013-01-01 FRED MILACCI 2014-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DAGEN WEAVER	2019-05-17
001	2017-01-01	COLE MEYERS	2018-05-17
001	2016-01-01	COLE MEYERS	2017-07-07
001	2015-01-01	KIRAN CHOPRA	2016-12-13
001	2014-01-01	KIRAN CHOPRA	2015-07-22
001	2013-01-01	FRED MILACCI	2014-06-16

Plan Statistics for THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2021: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,357
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,457
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 547
Total of all active and inactive participants 2021-01-01 3,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3,014
Number of participants with account balances 2021-01-01 2,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 469
2020: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 550
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 108
Total of all active and inactive participants 2020-01-01 658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 658
Number of participants with account balances 2020-01-01 580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 59
2019: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 293
Number of participants with account balances 2019-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 35

Measure	Date	Value
2021: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,357
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,457
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	547
Total of all active and inactive participants	2021-01-01	3,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3,014
Number of participants with account balances	2021-01-01	2,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	469
2020: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	550
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	108
Total of all active and inactive participants	2020-01-01	658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	658
Number of participants with account balances	2020-01-01	580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	59
2019: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	293
Number of participants with account balances	2019-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	35

Financial Data on THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2021 : THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,870,078
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$366,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$312,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,241,650
Value of total assets at end of year	2021-12-31	$7,904,905
Value of total assets at beginning of year	2021-12-31	$3,401,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,935
Total interest from all sources	2021-12-31	$2,032
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$121,905
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$121,905
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,421,069
Participant contributions at end of year	2021-12-31	$31,314
Participant contributions at beginning of year	2021-12-31	$62,523
Participant contributions at end of year	2021-12-31	$93,593
Participant contributions at beginning of year	2021-12-31	$89,923
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$449,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,503,868
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,904,905
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,401,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,584,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,218,602
Interest on participant loans	2021-12-31	$2,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$89,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$504,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,371,246
Employer contributions (assets) at end of year	2021-12-31	$106,093
Employer contributions (assets) at beginning of year	2021-12-31	$27,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$312,275
Contract administrator fees	2021-12-31	$53,935
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN	2021-12-31	540504608
2020 : THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,925,275
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$198,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$161,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,453,730
Value of total assets at end of year	2020-12-31	$3,401,037
Value of total assets at beginning of year	2020-12-31	$1,673,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,062
Total interest from all sources	2020-12-31	$1,563
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,681
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$50,681
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$751,245
Participant contributions at end of year	2020-12-31	$62,523
Participant contributions at beginning of year	2020-12-31	$11,181
Participant contributions at end of year	2020-12-31	$89,923
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$311,259
Other income not declared elsewhere	2020-12-31	$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,727,097
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,401,037
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,673,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,218,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,654,697
Interest on participant loans	2020-12-31	$1,563
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$419,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$391,226
Employer contributions (assets) at end of year	2020-12-31	$27,497
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$161,116
Contract administrator fees	2020-12-31	$37,062
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN	2020-12-31	540504608
2019 : THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$883,981
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$107,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$66,619
Value of total corrective distributions	2019-12-31	$25,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$633,803
Value of total assets at end of year	2019-12-31	$1,673,940
Value of total assets at beginning of year	2019-12-31	$897,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,785
Total interest from all sources	2019-12-31	$640
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$35,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$35,108
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$215,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$370,964
Participant contributions at end of year	2019-12-31	$11,181
Participant contributions at beginning of year	2019-12-31	$4,424
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$64,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$776,464
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,673,940
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$897,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,654,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$892,376
Interest on participant loans	2019-12-31	$529
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$214,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$198,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$66,619
Contract administrator fees	2019-12-31	$15,785
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	540504608

Form 5500 Responses for THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST

2021: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THRIVE COUNSELING LLC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THRIVE COUNSELING LLC
Employer identification number (EIN):	263447487
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)