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CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 401k Plan overview

Plan NameCUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.
Plan identification number 001

CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

WESTWOOD BEHAVIORAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTWOOD BEHAVIORAL HEALTH CENTER, INC.
Employer identification number (EIN):341225732
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1976-09-01
Company Identification Number: 486316
Legal Registered Office Address: 1158 WESTWOOD DR
-
VAN WERT
United States of America (USA)
45891

More information about WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01MARK SPIELES2023-11-14
0012021-07-01MARK SPIELES2023-03-22
0012020-07-01MARK SPIELES2021-12-08
0012019-07-01MARK SPIELES2021-01-12
0012018-07-01MARK SPIELES2019-12-13
0012017-07-01MARK SPIELES2019-01-23
0012016-07-01MARK SPIELES2018-03-22
0012015-07-01MARK A SPIELES MARK A SPIELES2016-11-17
0012014-07-01MARK A SPIELES MARK A SPIELES2016-01-18
0012013-07-01MARK A SPIELES MARK A SPIELES2014-12-29
0012012-07-01MARK A SPIELES MARK A SPIELES2014-10-07
0012011-07-01MARK A SPIELES MARK A SPIELES2014-10-07
0012010-07-01MARK A SPIELES MARK A SPIELES2012-01-24
0012009-07-01TOM STRICKER TOM STRICKER2011-02-22
0012009-07-01TOM STRICKER TOM STRICKER2011-07-27
0012009-07-01TOM STRICKER TOM STRICKER2011-02-17

Plan Statistics for CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

401k plan membership statisitcs for CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

Measure Date Value
2015: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-0135
Total number of active participants reported on line 7a of the Form 55002015-07-0134
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-0129
Total number of active participants reported on line 7a of the Form 55002014-07-0135
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-0133
Total number of active participants reported on line 7a of the Form 55002013-07-0129
Total of all active and inactive participants2013-07-0129
Total participants2013-07-0129
2012: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-0130
Total number of active participants reported on line 7a of the Form 55002012-07-0133
Total of all active and inactive participants2012-07-0133
Total participants2012-07-0133
2011: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-0130
Total number of active participants reported on line 7a of the Form 55002011-07-0130
Total of all active and inactive participants2011-07-0130
Total participants2011-07-0130
2010: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-0156
Total number of active participants reported on line 7a of the Form 55002010-07-0130
Total of all active and inactive participants2010-07-0130
Total participants2010-07-0130
2009: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-0156
Total number of active participants reported on line 7a of the Form 55002009-07-0156
Total of all active and inactive participants2009-07-0156
Total participants2009-07-0156

Financial Data on CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

Measure Date Value
2016 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2016 401k financial data
Total income from all sources2016-06-30$57,584
Expenses. Total of all expenses incurred2016-06-30$3,868
Benefits paid (including direct rollovers)2016-06-30$1,224
Total plan assets at end of year2016-06-30$560,269
Total plan assets at beginning of year2016-06-30$506,553
Total contributions received or receivable from participants2016-06-30$43,829
Other income received2016-06-30$-3,427
Net income (gross income less expenses)2016-06-30$53,716
Net plan assets at end of year (total assets less liabilities)2016-06-30$560,269
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$506,553
Assets. Value of participant loans2016-06-30$3,330
Total contributions received or receivable from employer(s)2016-06-30$17,182
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$2,644
2015 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2015 401k financial data
Total income from all sources2015-06-30$59,743
Total plan assets at end of year2015-06-30$506,553
Total plan assets at beginning of year2015-06-30$446,810
Total contributions received or receivable from participants2015-06-30$37,195
Other income received2015-06-30$7,320
Net income (gross income less expenses)2015-06-30$59,743
Net plan assets at end of year (total assets less liabilities)2015-06-30$506,553
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$446,810
Total contributions received or receivable from employer(s)2015-06-30$15,228
2014 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2014 401k financial data
Total income from all sources2014-06-30$92,935
Expenses. Total of all expenses incurred2014-06-30$1,983
Total plan assets at end of year2014-06-30$446,810
Total plan assets at beginning of year2014-06-30$355,858
Total contributions received or receivable from participants2014-06-30$35,292
Other income received2014-06-30$44,858
Net income (gross income less expenses)2014-06-30$90,952
Net plan assets at end of year (total assets less liabilities)2014-06-30$446,810
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$355,858
Total contributions received or receivable from employer(s)2014-06-30$12,785
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$1,983
2013 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2013 401k financial data
Total income from all sources2013-06-30$87,723
Expenses. Total of all expenses incurred2013-06-30$117,174
Benefits paid (including direct rollovers)2013-06-30$117,174
Total plan assets at end of year2013-06-30$355,858
Total plan assets at beginning of year2013-06-30$385,309
Total contributions received or receivable from participants2013-06-30$37,048
Other income received2013-06-30$37,994
Net income (gross income less expenses)2013-06-30$-29,451
Net plan assets at end of year (total assets less liabilities)2013-06-30$355,858
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$385,309
Total contributions received or receivable from employer(s)2013-06-30$12,681
2012 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2012 401k financial data
Total income from all sources2012-06-30$47,038
Total plan assets at end of year2012-06-30$385,309
Total plan assets at beginning of year2012-06-30$338,271
Total contributions received or receivable from participants2012-06-30$35,766
Other income received2012-06-30$-1,146
Net income (gross income less expenses)2012-06-30$47,038
Net plan assets at end of year (total assets less liabilities)2012-06-30$385,309
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$338,271
Total contributions received or receivable from employer(s)2012-06-30$12,418
2011 : CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2011 401k financial data
Total income from all sources2011-06-30$102,198
Total plan assets at end of year2011-06-30$338,271
Total plan assets at beginning of year2011-06-30$236,073
Total contributions received or receivable from participants2011-06-30$30,712
Other income received2011-06-30$59,231
Net income (gross income less expenses)2011-06-30$102,198
Net plan assets at end of year (total assets less liabilities)2011-06-30$338,271
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$236,073
Total contributions received or receivable from employer(s)2011-06-30$12,255

Form 5500 Responses for CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC.

2015: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CUSTOM BENEFIT PLAN FOR THE EMPLOYEES OF WESTWOOD BEHAVIORAL HEALTH CENTER, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered34
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,305
Total amount of fees paid to insurance companyUSD $340
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,167
Insurance broker organization code?3
Amount paid for insurance broker fees300
Insurance broker nameMICHAEL REED
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010110920
Policy instance 2
Insurance contract or identification numberA010110920
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered35
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,020
Total amount of fees paid to insurance companyUSD $164
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,016
Insurance broker organization code?3
Amount paid for insurance broker fees155
Insurance broker nameKENNETH C CORNACCHIONE
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered29
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,832
Total amount of fees paid to insurance companyUSD $152
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $932
Insurance broker organization code?3
Amount paid for insurance broker fees141
Insurance broker nameMICHAEL REED
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010110920
Policy instance 2
Insurance contract or identification numberA010110920
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered32
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,150
Total amount of fees paid to insurance companyUSD $350
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,123
Insurance broker organization code?3
Amount paid for insurance broker fees331
Insurance broker nameMICHAEL REED
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010110920
Policy instance 2
Insurance contract or identification numberA010110920
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameGREGORY A MCROBERTS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered29
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,901
Total amount of fees paid to insurance companyUSD $217
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010110920
Policy instance 2
Insurance contract or identification numberA010110920
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0100445EE
Policy instance 1
Insurance contract or identification numberART0100445EE
Number of Individuals Covered29
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,106
Total amount of fees paid to insurance companyUSD $277
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberA010110920
Policy instance 2
Insurance contract or identification numberA010110920
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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