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INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameINFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INFINITY BEHAVIORAL HEALTH SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:INFINITY BEHAVIORAL HEALTH SERVICES, LLC
Employer identification number (EIN):274836967
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAXIMILIAN SIRIANNI MAXIMILAIN SIRIANNI2018-10-15
0012016-01-01SAMANTHA CUSTODIO
0012015-01-01SAMANTHA CUSTODIO2016-10-14
0012014-01-01MEGAN ZABALO2015-09-22 MEGAN ZABALO2015-09-22
0012013-01-01RYAN COLLISON2014-07-24
0012012-01-01INFINITY BEHAVIORAL HEALTH SER2013-05-17
0012011-01-01INFINITY BEHAVIORAL HEALTH SER2012-06-18

Plan Statistics for INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01114
Number of participants with account balances2022-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01114
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01106
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01109
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01164
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01228
Total number of active participants reported on line 7a of the Form 55002016-01-01243
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01266
Number of participants with account balances2016-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$43,021
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$233,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$230,761
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$477,961
Value of total assets at end of year2022-12-31$2,418,661
Value of total assets at beginning of year2022-12-31$2,609,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,692
Total interest from all sources2022-12-31$5,997
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$52,350
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$261,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$294,861
Participant contributions at end of year2022-12-31$133,097
Participant contributions at beginning of year2022-12-31$101,788
Participant contributions at end of year2022-12-31$823
Administrative expenses (other) incurred2022-12-31$2,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-190,432
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,418,661
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,609,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,221,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,483,952
Interest on participant loans2022-12-31$5,997
Value of interest in common/collective trusts at end of year2022-12-31$62,492
Value of interest in common/collective trusts at beginning of year2022-12-31$23,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-494,096
Net investment gain or loss from common/collective trusts2022-12-31$809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$183,100
Employer contributions (assets) at end of year2022-12-31$569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$230,761
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIMIONE MACCA & LARROW, LLP
Accountancy firm EIN2022-12-31061586075
2021 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$788,183
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$139,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$137,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,975
Value of total assets at end of year2021-12-31$2,609,093
Value of total assets at beginning of year2021-12-31$1,960,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,843
Total interest from all sources2021-12-31$5,355
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$60,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$60,357
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$197,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$241,834
Participant contributions at end of year2021-12-31$101,788
Participant contributions at beginning of year2021-12-31$104,005
Participant contributions at beginning of year2021-12-31$3,491
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,434
Administrative expenses (other) incurred2021-12-31$1,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$648,946
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,609,093
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,960,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,483,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,810,776
Interest on participant loans2021-12-31$5,355
Value of interest in common/collective trusts at end of year2021-12-31$23,353
Value of interest in common/collective trusts at beginning of year2021-12-31$39,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$283,178
Net investment gain or loss from common/collective trusts2021-12-31$318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$151,707
Employer contributions (assets) at beginning of year2021-12-31$2,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$137,394
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$693,898
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$371,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$367,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$352,526
Value of total assets at end of year2020-12-31$1,960,147
Value of total assets at beginning of year2020-12-31$1,638,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,089
Total interest from all sources2020-12-31$3,692
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$164,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$209,594
Participant contributions at end of year2020-12-31$104,005
Participant contributions at beginning of year2020-12-31$77,689
Participant contributions at end of year2020-12-31$3,491
Participant contributions at beginning of year2020-12-31$5,940
Other income not declared elsewhere2020-12-31$264
Administrative expenses (other) incurred2020-12-31$4,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$322,037
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,960,147
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,638,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,810,776
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,504,398
Interest on participant loans2020-12-31$3,692
Value of interest in common/collective trusts at end of year2020-12-31$39,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$301,429
Net investment gain or loss from common/collective trusts2020-12-31$546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$142,932
Employer contributions (assets) at end of year2020-12-31$2,381
Employer contributions (assets) at beginning of year2020-12-31$4,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$367,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$589,795
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$59,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$319,228
Value of total assets at end of year2019-12-31$1,638,110
Value of total assets at beginning of year2019-12-31$1,107,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,997
Total interest from all sources2019-12-31$3,571
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$115,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$185,623
Participant contributions at end of year2019-12-31$77,689
Participant contributions at beginning of year2019-12-31$17,034
Participant contributions at end of year2019-12-31$5,940
Participant contributions at beginning of year2019-12-31$5,458
Administrative expenses (other) incurred2019-12-31$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$530,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,638,110
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,107,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,504,398
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,049,229
Interest on participant loans2019-12-31$3,150
Interest earned on other investments2019-12-31$421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$31,501
Net investment gain/loss from pooled separate accounts2019-12-31$266,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$133,605
Employer contributions (assets) at end of year2019-12-31$4,818
Employer contributions (assets) at beginning of year2019-12-31$4,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,539
Contract administrator fees2019-12-31$2,847
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2019-12-31010720052
2018 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$218,022
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$247,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$242,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$282,767
Value of total assets at end of year2018-12-31$1,107,851
Value of total assets at beginning of year2018-12-31$1,137,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,659
Total interest from all sources2018-12-31$1,685
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$115,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$156,570
Participant contributions at end of year2018-12-31$17,034
Participant contributions at beginning of year2018-12-31$57,218
Participant contributions at end of year2018-12-31$5,458
Participant contributions at beginning of year2018-12-31$6,816
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,090
Administrative expenses (other) incurred2018-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,107,851
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,137,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,041,886
Value of interest in pooled separate accounts at end of year2018-12-31$1,049,229
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,401
Interest earned on other investments2018-12-31$237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$27,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$27,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$31,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,651
Net investment gain/loss from pooled separate accounts2018-12-31$-63,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$105,107
Employer contributions (assets) at end of year2018-12-31$4,629
Employer contributions (assets) at beginning of year2018-12-31$3,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$242,537
Contract administrator fees2018-12-31$2,659
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 name2018-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2018-12-31010720052
2017 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$463,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$236,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$232,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$288,144
Value of total assets at end of year2017-12-31$1,137,025
Value of total assets at beginning of year2017-12-31$910,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,200
Total interest from all sources2017-12-31$1,227
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$18,983
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$171,950
Participant contributions at end of year2017-12-31$57,218
Participant contributions at beginning of year2017-12-31$18,854
Participant contributions at end of year2017-12-31$6,816
Participant contributions at beginning of year2017-12-31$7,093
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$226,708
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,137,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$910,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,041,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$873,352
Interest on participant loans2017-12-31$1,009
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$27,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$154,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,194
Employer contributions (assets) at end of year2017-12-31$3,540
Employer contributions (assets) at beginning of year2017-12-31$4,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$232,326
Contract administrator fees2017-12-31$4,200
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 name2017-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2017-12-31010720052
2016 : INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$408,431
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$73,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,018
Value of total assets at end of year2016-12-31$910,317
Value of total assets at beginning of year2016-12-31$576,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,800
Total interest from all sources2016-12-31$437
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,450
Was this plan covered by a fidelity bond2016-12-31No
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
Contributions received from participants2016-12-31$216,628
Participant contributions at end of year2016-12-31$18,854
Participant contributions at beginning of year2016-12-31$8,281
Participant contributions at end of year2016-12-31$7,093
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,217
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$333,483
Value of net assets at end of year (total assets less liabilities)2016-12-31$910,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$576,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$873,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$567,105
Interest on participant loans2016-12-31$422
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$67,526
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$106,173
Employer contributions (assets) at end of year2016-12-31$4,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$73,148
Contract administrator fees2016-12-31$1,800
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 name2016-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2016-12-31010720052

Form 5500 Responses for INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST

2022: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INFINITY BEHAVIORAL HEALTH SERVICES 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A038
Policy instance 1
Insurance contract or identification number81A038
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A038
Policy instance 1
Insurance contract or identification number81A038
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,453
Total amount of fees paid to insurance companyUSD $1,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,517
Insurance broker organization code?3
Amount paid for insurance broker fees1107
Additional information about fees paid to insurance brokerCONSULTING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A038
Policy instance 1
Insurance contract or identification number81A038
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,626
Total amount of fees paid to insurance companyUSD $4,551
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,238
Insurance broker organization code?3
Amount paid for insurance broker fees4551
Additional information about fees paid to insurance brokerCONSULTING

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