401k Plan data: MINDPATH HEALTH RETIREMENT PLAN plan

MINDPATH HEALTH RETIREMENT PLAN 401k Plan overview

Plan Name	MINDPATH HEALTH RETIREMENT PLAN
Plan identification number	001

MINDPATH HEALTH RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY PSYCHIATRY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY PSYCHIATRY MANAGEMENT, LLC

Employer identification number (EIN): 474528472

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about COMMUNITY PSYCHIATRY MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5784390

More information about COMMUNITY PSYCHIATRY MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINDPATH HEALTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HEATHER PROWD 2018-07-03
001 2016-01-01 DANIELLE LEMEHAUTE 2017-06-19

Plan Statistics for MINDPATH HEALTH RETIREMENT PLAN

401k plan membership statisitcs for MINDPATH HEALTH RETIREMENT PLAN

Measure Date Value
2022: MINDPATH HEALTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,036
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,561
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 248
Total of all active and inactive participants 2022-01-01 1,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,809
Number of participants with account balances 2022-01-01 1,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 225
2021: MINDPATH HEALTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 524
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 250
Total of all active and inactive participants 2021-01-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 774
Number of participants with account balances 2021-01-01 765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MINDPATH HEALTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 354
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 66
Total of all active and inactive participants 2020-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 420
Number of participants with account balances 2020-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MINDPATH HEALTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 288
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 340
Number of participants with account balances 2019-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MINDPATH HEALTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 202
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 234
Number of participants with account balances 2018-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: MINDPATH HEALTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,036
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,561
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	248
Total of all active and inactive participants	2022-01-01	1,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,809
Number of participants with account balances	2022-01-01	1,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	225
2021: MINDPATH HEALTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	524
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	250
Total of all active and inactive participants	2021-01-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	774
Number of participants with account balances	2021-01-01	765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MINDPATH HEALTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	354
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	66
Total of all active and inactive participants	2020-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	420
Number of participants with account balances	2020-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MINDPATH HEALTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	288
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	340
Number of participants with account balances	2019-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MINDPATH HEALTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	202
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	234
Number of participants with account balances	2018-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on MINDPATH HEALTH RETIREMENT PLAN

Measure	Date	Value
2022 : MINDPATH HEALTH RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$255,839
Total income from all sources (including contributions)	2022-12-31	$17,697,927
Total of all expenses incurred	2022-12-31	$2,960,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,742,225
Expenses. Certain deemed distributions of participant loans	2022-12-31	$38,480
Value of total corrective distributions	2022-12-31	$11,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$21,401,145
Value of total assets at end of year	2022-12-31	$34,988,726
Value of total assets at beginning of year	2022-12-31	$19,995,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,256
Total interest from all sources	2022-12-31	$8,352
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$638,014
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$638,014
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,208,000
Participant contributions at end of year	2022-12-31	$287,127
Participant contributions at beginning of year	2022-12-31	$150,229
Participant contributions at end of year	2022-12-31	$100,041
Participant contributions at beginning of year	2022-12-31	$46,956
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,829,918
Other income not declared elsewhere	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$14,737,363
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,988,726
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,995,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$168,256
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$32,427,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,396,135
Interest on participant loans	2022-12-31	$8,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,128,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$951,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,349,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,363,227
Employer contributions (assets) at end of year	2022-12-31	$45,193
Employer contributions (assets) at beginning of year	2022-12-31	$451,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,742,225
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : MINDPATH HEALTH RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,063,328
Total of all expenses incurred	2021-12-31	$707,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$605,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,992,944
Value of total assets at end of year	2021-12-31	$19,995,524
Value of total assets at beginning of year	2021-12-31	$13,639,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$101,525
Total interest from all sources	2021-12-31	$3,906
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$357,920
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$357,920
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,994,809
Participant contributions at end of year	2021-12-31	$150,229
Participant contributions at beginning of year	2021-12-31	$19,393
Participant contributions at end of year	2021-12-31	$46,956
Participant contributions at beginning of year	2021-12-31	$17,455
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$573,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,356,144
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,995,524
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,639,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$101,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,396,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,732,122
Interest on participant loans	2021-12-31	$3,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$951,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$607,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,708,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,425,105
Employer contributions (assets) at end of year	2021-12-31	$451,190
Employer contributions (assets) at beginning of year	2021-12-31	$262,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$605,659
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : MINDPATH HEALTH RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$511,490
Total unrealized appreciation/depreciation of assets	2020-12-31	$511,490
Total income from all sources (including contributions)	2020-12-31	$5,543,194
Total of all expenses incurred	2020-12-31	$4,425,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,326,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,288,454
Value of total assets at end of year	2020-12-31	$13,639,380
Value of total assets at beginning of year	2020-12-31	$12,521,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$98,614
Total interest from all sources	2020-12-31	$1,196
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$252,881
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$252,881
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,102,800
Participant contributions at end of year	2020-12-31	$19,393
Participant contributions at beginning of year	2020-12-31	$38,880
Participant contributions at end of year	2020-12-31	$17,455
Participant contributions at beginning of year	2020-12-31	$626
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$404,863
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$164,397
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$37
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$78,152
Total non interest bearing cash at beginning of year	2020-12-31	$7,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,118,061
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,639,380
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,521,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$20,462
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,732,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,534,128
Interest on participant loans	2020-12-31	$1,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$88,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$88,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$607,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$45,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,489,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,021,257
Employer contributions (assets) at end of year	2020-12-31	$262,701
Employer contributions (assets) at beginning of year	2020-12-31	$210,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,326,482
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$229,063
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,962,450
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : MINDPATH HEALTH RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,755,374
Total income from all sources (including contributions)	2019-12-31	$4,755,374
Total of all expenses incurred	2019-12-31	$1,029,358
Total of all expenses incurred	2019-12-31	$1,029,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$955,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$955,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,527,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,527,886
Value of total assets at end of year	2019-12-31	$12,521,319
Value of total assets at end of year	2019-12-31	$12,521,319
Value of total assets at beginning of year	2019-12-31	$8,795,303
Value of total assets at beginning of year	2019-12-31	$8,795,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,386
Total interest from all sources	2019-12-31	$1,775
Total interest from all sources	2019-12-31	$1,775
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$256,067
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$256,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$256,067
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$256,067
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,606,029
Contributions received from participants	2019-12-31	$1,606,029
Participant contributions at end of year	2019-12-31	$38,880
Participant contributions at end of year	2019-12-31	$38,880
Participant contributions at beginning of year	2019-12-31	$23,019
Participant contributions at beginning of year	2019-12-31	$23,019
Participant contributions at end of year	2019-12-31	$626
Participant contributions at end of year	2019-12-31	$626
Participant contributions at beginning of year	2019-12-31	$923
Participant contributions at beginning of year	2019-12-31	$923
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$404,863
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$404,863
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$310,740
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$310,740
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$163,249
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$163,249
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$53,836
Administrative expenses (other) incurred	2019-12-31	$53,836
Total non interest bearing cash at end of year	2019-12-31	$7,351
Total non interest bearing cash at end of year	2019-12-31	$7,351
Total non interest bearing cash at beginning of year	2019-12-31	$11,771
Total non interest bearing cash at beginning of year	2019-12-31	$11,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$3,726,016
Value of net income/loss	2019-12-31	$3,726,016
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,521,319
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,521,319
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,795,303
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,795,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,550
Investment advisory and management fees	2019-12-31	$19,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,534,128
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,534,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,491,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,491,621
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$1,775
Interest on participant loans	2019-12-31	$1,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$88,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$88,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$19,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$19,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$19,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$19,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$45,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$45,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$55,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,969,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,969,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$758,608
Contributions received in cash from employer	2019-12-31	$758,608
Employer contributions (assets) at end of year	2019-12-31	$210,010
Employer contributions (assets) at end of year	2019-12-31	$210,010
Employer contributions (assets) at beginning of year	2019-12-31	$158,310
Employer contributions (assets) at beginning of year	2019-12-31	$158,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$955,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$955,972
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$229,063
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$229,063
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$221,546
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$221,546
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,962,450
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,962,450
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,503,333
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,503,333
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
Accountancy firm EIN	2019-12-31	381357951
2018 : MINDPATH HEALTH RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,367,909
Total of all expenses incurred	2018-12-31	$730,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$661,764
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,991,261
Value of total assets at end of year	2018-12-31	$8,795,303
Value of total assets at beginning of year	2018-12-31	$8,158,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$69,119
Total interest from all sources	2018-12-31	$1,043
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$188,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,238,050
Participant contributions at end of year	2018-12-31	$23,019
Participant contributions at beginning of year	2018-12-31	$9,011
Participant contributions at end of year	2018-12-31	$923
Participant contributions at beginning of year	2018-12-31	$21
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$310,740
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$357,611
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$99,372
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,053
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$4,713
Total non interest bearing cash at end of year	2018-12-31	$11,771
Total non interest bearing cash at beginning of year	2018-12-31	$32,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$637,026
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,795,303
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,158,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$64,406
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,491,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,843,259
Interest on participant loans	2018-12-31	$1,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$19,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$55,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-812,506
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$653,839
Employer contributions (assets) at end of year	2018-12-31	$158,310
Employer contributions (assets) at beginning of year	2018-12-31	$134,439
Income. Dividends from common stock	2018-12-31	$188,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$661,764
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$221,546
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$251,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,503,333
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,529,193
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951

Form 5500 Responses for MINDPATH HEALTH RETIREMENT PLAN

2022: MINDPATH HEALTH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MINDPATH HEALTH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MINDPATH HEALTH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MINDPATH HEALTH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MINDPATH HEALTH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513188-000

Policy instance

Insurance contract or identification number	513188-000
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,147
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12147
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513188-000

Policy instance

Insurance contract or identification number	513188-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,414
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6065
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513188-000

Policy instance

Insurance contract or identification number	513188-000
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,486
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3887
Additional information about fees paid to insurance broker	5
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513188-000

Policy instance

Insurance contract or identification number	513188-000
Number of Individuals Covered	334
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,071
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3779
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513188-000

Policy instance

Insurance contract or identification number	513188-000
Number of Individuals Covered	231
Insurance policy start date	2018-05-16
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $8,317
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	8317
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-08-15
Total amount of fees paid to insurance company	USD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	4
Insurance broker organization code?	5

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Company Name:	COMMUNITY PSYCHIATRY MANAGEMENT, LLC
Employer identification number (EIN):	474528472
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5784390