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TRAINING AND TREATMENT INNOVATIONS 401k Plan overview

Plan NameTRAINING AND TREATMENT INNOVATIONS
Plan identification number 001

TRAINING AND TREATMENT INNOVATIONS 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 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.
  • 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.

401k Sponsoring company profile

TRAINING AND TREATMENT INNOVATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRAINING AND TREATMENT INNOVATIONS, INC.
Employer identification number (EIN):382740431
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAINING AND TREATMENT INNOVATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARL PETZOLD
0012016-01-01CARL PETZOLD
0012015-01-01CARL PETZOLD
0012014-01-01CARL PETZOLD
0012013-01-01CARL PETZOLD
0012012-01-01JACQUE KISS WILSON
0012011-01-01JACQUE KISS WILSON JACQUE KISS WILSON2013-10-15
0012009-01-01JACQUE KISS WILSON JACQUE KISS WILSON2011-03-15

Plan Statistics for TRAINING AND TREATMENT INNOVATIONS

401k plan membership statisitcs for TRAINING AND TREATMENT INNOVATIONS

Measure Date Value
2022: TRAINING AND TREATMENT INNOVATIONS 2022 401k membership
Total participants, beginning-of-year2022-01-01347
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01273
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: TRAINING AND TREATMENT INNOVATIONS 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01155
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2019: TRAINING AND TREATMENT INNOVATIONS 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01297
Number of participants with account balances2019-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: TRAINING AND TREATMENT INNOVATIONS 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01259
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01337
Number of participants with account balances2018-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: TRAINING AND TREATMENT INNOVATIONS 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: TRAINING AND TREATMENT INNOVATIONS 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: TRAINING AND TREATMENT INNOVATIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01162
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: TRAINING AND TREATMENT INNOVATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: TRAINING AND TREATMENT INNOVATIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01156
Number of participants with account balances2013-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TRAINING AND TREATMENT INNOVATIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: TRAINING AND TREATMENT INNOVATIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01147
Number of participants with account balances2011-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: TRAINING AND TREATMENT INNOVATIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01125
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on TRAINING AND TREATMENT INNOVATIONS

Measure Date Value
2022 : TRAINING AND TREATMENT INNOVATIONS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-25,620
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$548,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$537,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$595,486
Value of total assets at end of year2022-12-31$3,890,340
Value of total assets at beginning of year2022-12-31$4,464,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,455
Total interest from all sources2022-12-31$5,836
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,772
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$49,772
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$442,621
Participant contributions at end of year2022-12-31$85,088
Participant contributions at beginning of year2022-12-31$15,888
Participant contributions at end of year2022-12-31$16,613
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,477
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$23,741
Other income not declared elsewhere2022-12-31$-351,595
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$-574,513
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,890,340
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,464,853
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$3,660,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,792,082
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,937,990
Interest on participant loans2022-12-31$3,685
Interest earned on other investments2022-12-31$2,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$122,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$718,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-325,119
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$147,388
Employer contributions (assets) at end of year2022-12-31$6,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$513,697
Contract administrator fees2022-12-31$11,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31YEO & YEO PC
Accountancy firm EIN2022-12-31382706146
2021 : TRAINING AND TREATMENT INNOVATIONS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$961,842
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$648,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$616,961
Expenses. Certain deemed distributions of participant loans2021-12-31$1,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,105
Value of total assets at end of year2021-12-31$4,464,853
Value of total assets at beginning of year2021-12-31$4,151,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,633
Total interest from all sources2021-12-31$28,014
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,630
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$16,630
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$402,229
Participant contributions at end of year2021-12-31$15,888
Participant contributions at beginning of year2021-12-31$20,568
Participant contributions at beginning of year2021-12-31$15,545
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,461
Other income not declared elsewhere2021-12-31$-29
Administrative expenses (other) incurred2021-12-31$30,633
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$312,934
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,464,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,151,919
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$1,792,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,323,830
Value of interest in pooled separate accounts at end of year2021-12-31$1,937,990
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,766,202
Interest on participant loans2021-12-31$886
Interest earned on other investments2021-12-31$27,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$718,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,025,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$189,008
Net investment gain/loss from pooled separate accounts2021-12-31$290,114
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$27,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$616,961
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 name2021-12-31YEO AND YEO, P.C.
Accountancy firm EIN2021-12-31382706146
2019 : TRAINING AND TREATMENT INNOVATIONS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$1,181,466
Total income from all sources (including contributions)2019-12-31$1,181,466
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$852,566
Total of all expenses incurred2019-12-31$852,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$813,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$813,369
Expenses. Certain deemed distributions of participant loans2019-12-31$18,036
Expenses. Certain deemed distributions of participant loans2019-12-31$18,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$402,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$402,954
Value of total assets at end of year2019-12-31$4,050,501
Value of total assets at end of year2019-12-31$4,050,501
Value of total assets at beginning of year2019-12-31$3,721,601
Value of total assets at beginning of year2019-12-31$3,721,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,161
Total interest from all sources2019-12-31$21,785
Total interest from all sources2019-12-31$21,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,264
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,264
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,264
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$326,161
Contributions received from participants2019-12-31$326,161
Participant contributions at end of year2019-12-31$9,822
Participant contributions at end of year2019-12-31$9,822
Participant contributions at beginning of year2019-12-31$42,529
Participant contributions at beginning of year2019-12-31$42,529
Participant contributions at end of year2019-12-31$13,369
Participant contributions at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-77
Other income not declared elsewhere2019-12-31$-77
Administrative expenses (other) incurred2019-12-31$21,161
Administrative expenses (other) incurred2019-12-31$21,161
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
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$328,900
Value of net income/loss2019-12-31$328,900
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,050,501
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,050,501
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,721,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,721,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$952,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$952,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$638,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$638,233
Value of interest in pooled separate accounts at end of year2019-12-31$2,209,894
Value of interest in pooled separate accounts at end of year2019-12-31$2,209,894
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,598,716
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,598,716
Interest on participant loans2019-12-31$1,686
Interest earned on other investments2019-12-31$20,099
Interest earned on other investments2019-12-31$20,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$877,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$877,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$442,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$442,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$164,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$164,765
Net investment gain/loss from pooled separate accounts2019-12-31$581,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$76,793
Contributions received in cash from employer2019-12-31$76,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$813,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$813,369
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YEO AND YEO , P.C.
Accountancy firm name2019-12-31YEO AND YEO , P.C.
Accountancy firm EIN2019-12-31382706146
Accountancy firm EIN2019-12-31382706146
2018 : TRAINING AND TREATMENT INNOVATIONS 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$290,484
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$397,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$374,014
Expenses. Certain deemed distributions of participant loans2018-12-31$12,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$439,918
Value of total assets at end of year2018-12-31$3,721,601
Value of total assets at beginning of year2018-12-31$3,828,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,022
Total interest from all sources2018-12-31$13,592
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,211
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$324,262
Participant contributions at end of year2018-12-31$42,529
Participant contributions at beginning of year2018-12-31$72,939
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,270
Administrative expenses (other) incurred2018-12-31$11,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-106,896
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,721,601
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,828,497
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$638,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$325,853
Value of interest in pooled separate accounts at end of year2018-12-31$2,598,716
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,084,912
Interest on participant loans2018-12-31$2,604
Interest earned on other investments2018-12-31$10,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$442,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$344,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,733
Net investment gain/loss from pooled separate accounts2018-12-31$-126,504
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$114,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$374,014
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 name2018-12-31YEO AND YEO , P.C.
Accountancy firm EIN2018-12-31382706146
2017 : TRAINING AND TREATMENT INNOVATIONS 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$903,307
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$117,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$100,958
Expenses. Certain deemed distributions of participant loans2017-12-31$12,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$348,726
Value of total assets at end of year2017-12-31$3,828,497
Value of total assets at beginning of year2017-12-31$3,043,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,926
Total interest from all sources2017-12-31$12,462
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,601
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$1,601
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$273,664
Participant contributions at end of year2017-12-31$72,939
Participant contributions at beginning of year2017-12-31$86,875
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,652
Other income not declared elsewhere2017-12-31$-28
Administrative expenses (other) incurred2017-12-31$4,926
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$785,410
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,828,497
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,043,087
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$325,853
Value of interest in pooled separate accounts at end of year2017-12-31$3,084,912
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,680,838
Interest on participant loans2017-12-31$3,384
Interest earned on other investments2017-12-31$9,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$344,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$275,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,840
Net investment gain/loss from pooled separate accounts2017-12-31$522,706
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$70,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$100,958
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 name2017-12-31YEO AND YEO , P.C.
Accountancy firm EIN2017-12-31382706146
2016 : TRAINING AND TREATMENT INNOVATIONS 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$483,461
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$120,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,172
Expenses. Certain deemed distributions of participant loans2016-12-31$3,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$346,754
Value of total assets at end of year2016-12-31$3,043,087
Value of total assets at beginning of year2016-12-31$2,680,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,948
Total interest from all sources2016-12-31$11,932
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$259,980
Participant contributions at end of year2016-12-31$86,875
Participant contributions at beginning of year2016-12-31$82,187
Other income not declared elsewhere2016-12-31$75
Administrative expenses (other) incurred2016-12-31$4,948
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$362,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,043,087
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,680,415
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 pooled separate accounts at end of year2016-12-31$2,680,838
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,346,294
Interest on participant loans2016-12-31$4,206
Interest earned on other investments2016-12-31$7,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$275,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$251,934
Net investment gain/loss from pooled separate accounts2016-12-31$124,700
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$86,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,172
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 name2016-12-31YEO AND YEO , P.C.
Accountancy firm EIN2016-12-31382706146
2015 : TRAINING AND TREATMENT INNOVATIONS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$356,924
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$338,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$323,813
Expenses. Certain deemed distributions of participant loans2015-12-31$11,671
Value of total corrective distributions2015-12-31$401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$332,721
Value of total assets at end of year2015-12-31$2,680,415
Value of total assets at beginning of year2015-12-31$2,662,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,832
Total interest from all sources2015-12-31$13,247
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$250,706
Participant contributions at end of year2015-12-31$82,187
Participant contributions at beginning of year2015-12-31$120,799
Participant contributions at beginning of year2015-12-31$9,863
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,445
Other income not declared elsewhere2015-12-31$-16
Administrative expenses (other) incurred2015-12-31$2,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$18,207
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,680,415
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,662,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,346,294
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,263,014
Interest on participant loans2015-12-31$5,417
Interest earned on other investments2015-12-31$7,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$251,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$265,387
Net investment gain/loss from pooled separate accounts2015-12-31$10,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,570
Employer contributions (assets) at beginning of year2015-12-31$3,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$323,813
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YEO AND YEO , P.C.
Accountancy firm EIN2015-12-31382706146
2014 : TRAINING AND TREATMENT INNOVATIONS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$456,943
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$488,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$478,448
Expenses. Certain deemed distributions of participant loans2014-12-31$6,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$315,901
Value of total assets at end of year2014-12-31$2,662,208
Value of total assets at beginning of year2014-12-31$2,693,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,228
Total interest from all sources2014-12-31$10,163
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$225,853
Participant contributions at end of year2014-12-31$120,799
Participant contributions at beginning of year2014-12-31$40,886
Participant contributions at end of year2014-12-31$9,863
Participant contributions at beginning of year2014-12-31$9,795
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,967
Administrative expenses (other) incurred2014-12-31$3,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-31,297
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,662,208
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,693,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,263,014
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,407,163
Interest on participant loans2014-12-31$2,811
Interest earned on other investments2014-12-31$7,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$265,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$232,286
Net investment gain/loss from pooled separate accounts2014-12-31$130,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$50,081
Employer contributions (assets) at end of year2014-12-31$3,145
Employer contributions (assets) at beginning of year2014-12-31$3,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$478,448
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YEO AND YEO , P.C.
Accountancy firm EIN2014-12-31382706146
2013 : TRAINING AND TREATMENT INNOVATIONS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$758,649
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$286,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$276,468
Expenses. Certain deemed distributions of participant loans2013-12-31$7,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$324,090
Value of total assets at end of year2013-12-31$2,693,505
Value of total assets at beginning of year2013-12-31$2,221,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,668
Total interest from all sources2013-12-31$7,916
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$237,275
Participant contributions at end of year2013-12-31$40,886
Participant contributions at beginning of year2013-12-31$32,229
Participant contributions at end of year2013-12-31$9,795
Participant contributions at beginning of year2013-12-31$18,779
Administrative expenses (other) incurred2013-12-31$2,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$472,411
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,693,505
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,221,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,407,163
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,959,246
Interest on participant loans2013-12-31$1,347
Interest earned on other investments2013-12-31$6,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$232,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$203,992
Net investment gain/loss from pooled separate accounts2013-12-31$426,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$86,815
Employer contributions (assets) at end of year2013-12-31$3,375
Employer contributions (assets) at beginning of year2013-12-31$6,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$276,468
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YEO AND YEO, P.C.
Accountancy firm EIN2013-12-31382706146
2012 : TRAINING AND TREATMENT INNOVATIONS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$506,387
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$172,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$170,596
Expenses. Certain deemed distributions of participant loans2012-12-31$-496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$293,085
Value of total assets at end of year2012-12-31$2,221,094
Value of total assets at beginning of year2012-12-31$1,887,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,580
Total interest from all sources2012-12-31$6,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,599
Participant contributions at end of year2012-12-31$32,229
Participant contributions at beginning of year2012-12-31$31,029
Participant contributions at end of year2012-12-31$18,779
Participant contributions at beginning of year2012-12-31$14,576
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,132
Administrative expenses (other) incurred2012-12-31$2,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$333,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,221,094
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,887,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,959,246
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,664,991
Interest on participant loans2012-12-31$1,508
Interest earned on other investments2012-12-31$5,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$203,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$168,630
Net investment gain/loss from pooled separate accounts2012-12-31$206,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$80,354
Employer contributions (assets) at end of year2012-12-31$6,848
Employer contributions (assets) at beginning of year2012-12-31$8,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$170,596
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YEO AND YEO, P.C.
Accountancy firm EIN2012-12-31382706146
2011 : TRAINING AND TREATMENT INNOVATIONS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$186,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$147,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$118,899
Expenses. Certain deemed distributions of participant loans2011-12-31$26,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$255,442
Value of total assets at end of year2011-12-31$1,887,387
Value of total assets at beginning of year2011-12-31$1,849,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,425
Total interest from all sources2011-12-31$6,453
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$184,007
Participant contributions at end of year2011-12-31$31,029
Participant contributions at beginning of year2011-12-31$17,652
Participant contributions at end of year2011-12-31$14,576
Participant contributions at beginning of year2011-12-31$25,042
Administrative expenses (other) incurred2011-12-31$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$38,259
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,887,387
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,849,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,664,991
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,652,899
Interest on participant loans2011-12-31$1,835
Interest earned on other investments2011-12-31$4,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$168,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$144,456
Net investment gain/loss from pooled separate accounts2011-12-31$-75,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$71,435
Employer contributions (assets) at end of year2011-12-31$8,161
Employer contributions (assets) at beginning of year2011-12-31$9,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$118,899
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YEO AND YEO, P.C.
Accountancy firm EIN2011-12-31221478099
2010 : TRAINING AND TREATMENT INNOVATIONS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$452,403
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$138,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$124,781
Expenses. Certain deemed distributions of participant loans2010-12-31$11,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$259,261
Value of total assets at end of year2010-12-31$1,849,128
Value of total assets at beginning of year2010-12-31$1,535,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,206
Total interest from all sources2010-12-31$5,965
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$187,232
Participant contributions at end of year2010-12-31$17,652
Participant contributions at beginning of year2010-12-31$33,314
Participant contributions at end of year2010-12-31$25,042
Participant contributions at beginning of year2010-12-31$14,903
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$770
Other income not declared elsewhere2010-12-31$66
Administrative expenses (other) incurred2010-12-31$2,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$313,523
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,849,128
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,535,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,652,899
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,344,730
Interest on participant loans2010-12-31$1,801
Interest earned on other investments2010-12-31$4,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$144,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$136,831
Net investment gain/loss from pooled separate accounts2010-12-31$187,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$71,259
Employer contributions (assets) at end of year2010-12-31$9,079
Employer contributions (assets) at beginning of year2010-12-31$5,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$124,781
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YEO AND YEO, P.C.
Accountancy firm EIN2010-12-31382706146
2009 : TRAINING AND TREATMENT INNOVATIONS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRAINING AND TREATMENT INNOVATIONS

2022: TRAINING AND TREATMENT INNOVATIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRAINING AND TREATMENT INNOVATIONS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2019: TRAINING AND TREATMENT INNOVATIONS 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRAINING AND TREATMENT INNOVATIONS 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRAINING AND TREATMENT INNOVATIONS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRAINING AND TREATMENT INNOVATIONS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRAINING AND TREATMENT INNOVATIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRAINING AND TREATMENT INNOVATIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRAINING AND TREATMENT INNOVATIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRAINING AND TREATMENT INNOVATIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRAINING AND TREATMENT INNOVATIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRAINING AND TREATMENT INNOVATIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $454
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $454
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered330
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,575
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?Yes
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
Amount paid for insurance broker fees10384
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered297
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,714
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?Yes
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
Amount paid for insurance broker fees11497
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered337
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,823
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?Yes
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
Amount paid for insurance broker fees9450
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered178
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,314
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?Yes
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
Amount paid for insurance broker fees11314
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,691
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Amount paid for insurance broker fees15691
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered162
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,031
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Amount paid for insurance broker fees16031
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered156
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,544
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Amount paid for insurance broker fees14544
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,588
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Amount paid for insurance broker fees12588
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePRUCO SECURITIES CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,175
Are there contracts with allocated funds for individual policies?No
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number350666
Policy instance 1
Insurance contract or identification number350666
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,076
Are there contracts with allocated funds for individual policies?No
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?Yes
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

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