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JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN
Plan identification number 001

JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

JOURNEY MENTAL HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:JOURNEY MENTAL HEALTH CENTER INC
Employer identification number (EIN):390806445
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01ALAN ZOELLNER
0012016-01-01ALAN ZOELLNER
0012015-01-01ALAN ZOELLNER
0012014-01-01GERRY BREW
0012013-01-01GERRY BREW
0012012-01-01GERRY BREW
0012011-01-01GERRY BREW
0012010-01-01GERRY BREW
0012009-01-01GERRY BREW GERRY BREW2010-09-28

Plan Statistics for JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN

Measure Date Value
2019: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01355
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01352
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01338
Total number of active participants reported on line 7a of the Form 55002017-01-01259
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01355
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01357
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01338
Number of participants with account balances2016-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01315
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01357
Number of participants with account balances2015-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01319
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01315
Number of participants with account balances2014-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01322
Total number of active participants reported on line 7a of the Form 55002013-01-01242
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01319
Number of participants with account balances2013-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01316
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01322
Number of participants with account balances2012-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01316
Number of participants with account balances2011-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01247
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01316
Number of participants with account balances2010-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01319
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01320
Number of participants with account balances2009-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN

Measure Date Value
2019 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$1,664,119
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$15,295,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$15,276,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$2,913
Value of total assets at end of year2019-10-31$0
Value of total assets at beginning of year2019-10-31$13,631,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$19,646
Total interest from all sources2019-10-31$7,096
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$13,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$13,404
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Funding deficiency by the employer to the plan for this plan year2019-10-31$0
Minimum employer required contribution for this plan year2019-10-31$0
Amount contributed by the employer to the plan for this plan year2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Participant contributions at beginning of year2019-10-31$173,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-10-31$205,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$1,394
Other income not declared elsewhere2019-10-31$0
Administrative expenses (other) incurred2019-10-31$19,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$-13,631,845
Value of net assets at end of year (total assets less liabilities)2019-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$13,631,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$12,030,086
Interest on participant loans2019-10-31$2,385
Value of interest in common/collective trusts at beginning of year2019-10-31$666,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$4,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$1,640,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$2,913
Employer contributions (assets) at beginning of year2019-10-31$760,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$15,070,724
Did the plan have assets held for investment2019-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31WEGNER CPAS. LLP
Accountancy firm EIN2019-10-31390974031
2018 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$166
Total income from all sources (including contributions)2018-12-31$268,102
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,162,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,152,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$760,853
Value of total assets at end of year2018-12-31$13,631,845
Value of total assets at beginning of year2018-12-31$15,526,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,047
Total interest from all sources2018-12-31$6,029
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$156,830
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$156,830
Administrative expenses professional fees incurred2018-12-31$10,047
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$760,853
Amount contributed by the employer to the plan for this plan year2018-12-31$760,853
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$173,129
Participant contributions at beginning of year2018-12-31$169,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$166
Other income not declared elsewhere2018-12-31$-4
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$-1,894,275
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,631,845
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,526,120
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$12,030,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,381,615
Interest on participant loans2018-12-31$6,029
Value of interest in common/collective trusts at end of year2018-12-31$666,383
Value of interest in common/collective trusts at beginning of year2018-12-31$633,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-665,085
Net investment gain or loss from common/collective trusts2018-12-31$9,479
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$760,853
Employer contributions (assets) at end of year2018-12-31$760,853
Employer contributions (assets) at beginning of year2018-12-31$340,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,152,330
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 name2018-12-31WEGNER CPAS, LLP
Accountancy firm EIN2018-12-31390974031
2017 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$166
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$3,316,585
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,503,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,488,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$714,430
Value of total assets at end of year2017-12-31$15,526,286
Value of total assets at beginning of year2017-12-31$13,713,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,089
Total interest from all sources2017-12-31$6,265
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,305
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$150,305
Administrative expenses professional fees incurred2017-12-31$15,089
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$714,430
Amount contributed by the employer to the plan for this plan year2017-12-31$714,430
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$169,518
Participant contributions at beginning of year2017-12-31$197,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$251
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$1,812,660
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,526,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,713,460
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$14,381,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,529,724
Interest on participant loans2017-12-31$6,265
Value of interest in common/collective trusts at end of year2017-12-31$633,707
Value of interest in common/collective trusts at beginning of year2017-12-31$673,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,436,435
Net investment gain or loss from common/collective trusts2017-12-31$8,899
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$714,430
Employer contributions (assets) at end of year2017-12-31$340,401
Employer contributions (assets) at beginning of year2017-12-31$310,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,488,836
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 name2017-12-31WEGNER CPAS, LLP
Accountancy firm EIN2017-12-31390974031
2016 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$1,442,574
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,120,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,094,562
Expenses. Certain deemed distributions of participant loans2016-12-31$12,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$646,584
Value of total assets at end of year2016-12-31$13,713,460
Value of total assets at beginning of year2016-12-31$13,391,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,443
Total interest from all sources2016-12-31$7,849
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$151,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$151,486
Administrative expenses professional fees incurred2016-12-31$13,443
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$646,584
Amount contributed by the employer to the plan for this plan year2016-12-31$646,584
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$197,192
Participant contributions at beginning of year2016-12-31$222,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,108
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$3,867
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$321,825
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,713,460
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,391,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,529,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,363,612
Interest on participant loans2016-12-31$7,849
Value of interest in common/collective trusts at end of year2016-12-31$673,049
Value of interest in common/collective trusts at beginning of year2016-12-31$538,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$627,518
Net investment gain or loss from common/collective trusts2016-12-31$9,137
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$646,584
Employer contributions (assets) at end of year2016-12-31$310,683
Employer contributions (assets) at beginning of year2016-12-31$260,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,094,562
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 name2016-12-31WEGNER CPAS, LLP
Accountancy firm EIN2016-12-31390974031
2015 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$628,884
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,844,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,822,698
Expenses. Certain deemed distributions of participant loans2015-12-31$9,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$576,358
Value of total assets at end of year2015-12-31$13,391,635
Value of total assets at beginning of year2015-12-31$14,607,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,355
Total interest from all sources2015-12-31$7,283
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$156,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$156,692
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$573,094
Amount contributed by the employer to the plan for this plan year2015-12-31$573,094
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$1,403
Participant contributions at end of year2015-12-31$222,843
Participant contributions at beginning of year2015-12-31$220,059
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,636
Other income not declared elsewhere2015-12-31$1,422
Administrative expenses (other) incurred2015-12-31$12,355
Total non interest bearing cash at end of year2015-12-31$3,867
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,215,583
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,391,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,607,218
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$12,363,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,079,499
Interest on participant loans2015-12-31$7,283
Value of interest in common/collective trusts at end of year2015-12-31$538,349
Value of interest in common/collective trusts at beginning of year2015-12-31$1,039,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,103
Net investment gain or loss from common/collective trusts2015-12-31$9,232
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$573,094
Employer contributions (assets) at end of year2015-12-31$260,856
Employer contributions (assets) at beginning of year2015-12-31$265,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,822,698
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$1,903,479
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,897,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,887,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$872,654
Value of total assets at end of year2014-12-31$14,607,218
Value of total assets at beginning of year2014-12-31$14,601,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,921
Total interest from all sources2014-12-31$8,785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$174,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$174,065
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$575,983
Amount contributed by the employer to the plan for this plan year2014-12-31$575,983
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$1,403
Participant contributions at end of year2014-12-31$220,059
Participant contributions at beginning of year2014-12-31$294,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,002
Administrative expenses (other) incurred2014-12-31$9,921
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$5,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,607,218
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,601,401
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$13,079,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,802,479
Interest on participant loans2014-12-31$8,785
Value of interest in common/collective trusts at end of year2014-12-31$1,039,183
Value of interest in common/collective trusts at beginning of year2014-12-31$4,502,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$830,149
Net investment gain or loss from common/collective trusts2014-12-31$17,826
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$872,654
Employer contributions (assets) at end of year2014-12-31$265,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,887,741
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$3,274,490
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,877,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,870,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$620,038
Value of total assets at end of year2013-12-31$14,601,401
Value of total assets at beginning of year2013-12-31$13,204,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,028
Total interest from all sources2013-12-31$8,244
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$83,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$83,635
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$618,673
Amount contributed by the employer to the plan for this plan year2013-12-31$618,673
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$294,116
Participant contributions at beginning of year2013-12-31$226,163
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,365
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,523
Administrative expenses (other) incurred2013-12-31$7,028
Total non interest bearing cash at beginning of year2013-12-31$929
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$1,397,192
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,601,401
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,204,209
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$9,802,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,752,821
Interest on participant loans2013-12-31$8,244
Value of interest in common/collective trusts at end of year2013-12-31$4,502,804
Value of interest in common/collective trusts at beginning of year2013-12-31$4,220,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,018,146
Net investment gain or loss from common/collective trusts2013-12-31$544,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$618,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,870,270
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$2,248,745
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,173,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,168,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$628,517
Value of total assets at end of year2012-12-31$13,204,209
Value of total assets at beginning of year2012-12-31$12,129,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,226
Total interest from all sources2012-12-31$8,204
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$98,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$629,693
Amount contributed by the employer to the plan for this plan year2012-12-31$629,693
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$226,163
Participant contributions at beginning of year2012-12-31$258,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,713
Administrative expenses (other) incurred2012-12-31$5,226
Total non interest bearing cash at end of year2012-12-31$929
Total non interest bearing cash at beginning of year2012-12-31$50
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$1,074,918
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,204,209
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,129,291
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$8,752,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,996,659
Interest on participant loans2012-12-31$8,204
Value of interest in common/collective trusts at end of year2012-12-31$4,220,773
Value of interest in common/collective trusts at beginning of year2012-12-31$3,869,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,134,308
Net investment gain or loss from common/collective trusts2012-12-31$379,189
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$628,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,168,601
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$364,830
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$786,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$781,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$638,317
Value of total assets at end of year2011-12-31$12,129,291
Value of total assets at beginning of year2011-12-31$12,550,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,747
Total interest from all sources2011-12-31$9,181
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$82,540
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$636,261
Amount contributed by the employer to the plan for this plan year2011-12-31$636,261
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$258,313
Participant contributions at beginning of year2011-12-31$227,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,012
Administrative expenses (other) incurred2011-12-31$4,747
Total non interest bearing cash at end of year2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-421,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,129,291
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,550,558
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$7,996,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,767,983
Interest on participant loans2011-12-31$9,181
Value of interest in common/collective trusts at end of year2011-12-31$3,869,556
Value of interest in common/collective trusts at beginning of year2011-12-31$3,549,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-354,846
Net investment gain or loss from common/collective trusts2011-12-31$-10,362
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$638,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$781,350
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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$1,803,660
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$844,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$841,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$358,721
Value of total assets at end of year2010-12-31$12,550,558
Value of total assets at beginning of year2010-12-31$11,591,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,144
Total interest from all sources2010-12-31$8,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$80,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$80,837
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$651,319
Amount contributed by the employer to the plan for this plan year2010-12-31$651,319
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$227,867
Participant contributions at beginning of year2010-12-31$160,856
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$308
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,435
Administrative expenses (other) incurred2010-12-31$3,144
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$958,747
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,550,558
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,591,811
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$8,767,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,077,601
Interest on participant loans2010-12-31$8,430
Value of interest in common/collective trusts at end of year2010-12-31$3,549,696
Value of interest in common/collective trusts at beginning of year2010-12-31$3,348,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$997,859
Net investment gain or loss from common/collective trusts2010-12-31$357,813
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$358,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$841,769
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$645,115
Amount contributed by the employer to the plan for this plan year2009-12-31$645,115

Form 5500 Responses for JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN

2019: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOURNEY MENTAL HEALTH CENTER INC MONEY PURCHASE PENSION PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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