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UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameUPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number 001

UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:UPPER MISSISSIPPI MENTAL HEALTH CENTER, INC.
Employer identification number (EIN):410901540
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CINDY BERGET2020-10-19
0012019-01-01CINDY BERGET2020-06-04
0012018-01-01CINDY BERGET2019-07-12
0012017-01-01CINDY BERGET2018-04-30
0012016-01-01CINDY BERGET2017-06-15
0012015-01-01CINDY BERGET2016-08-12
0012014-01-01CINDY BERGET2015-06-11
0012013-01-01CINDY BERGET2014-07-21
0012012-01-01KARIE BARRY2013-05-16
0012011-01-01KARIE BARRY2012-07-17
0012010-01-01KRISTI MILLER
0012009-01-01KRISTI MILLER
0012009-01-01KRISTI MILLER
0012008-01-01KRISTI MILLER

Plan Statistics for UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0161
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0154
Number of participants with account balances2010-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010

Financial Data on UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010 : UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$97,424
Expenses. Total of all expenses incurred2010-12-31$109,214
Benefits paid (including direct rollovers)2010-12-31$109,214
Total plan assets at end of year2010-12-31$1,242,091
Total plan assets at beginning of year2010-12-31$1,253,881
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$97,424
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-11,790
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,242,091
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,253,881
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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

Form 5500 Responses for UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN

2010: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY 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
2008: UPPER MISSISSIPPI MENTAL HEALTH CENTER TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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