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SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN
Plan identification number 001

SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SOUTHWEST AR COUNSELING & MENTAL has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST AR COUNSELING & MENTAL
Employer identification number (EIN):710526149
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANNY STANLEY
0012016-01-01DANNY STANLEY
0012015-01-01DANNY STANLEY
0012014-01-01MICHAEL T WORLEY
0012013-01-01MICHAEL T WORLEY
0012012-01-01DWIGHT SPERRY
0012011-01-01DWIGHT SPERRY
0012009-01-01DWIGHT SPERRY
0012009-01-01DWIGHT SPERRY DWIGHT SPERRY2011-04-27

Plan Statistics for SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN

401k plan membership statisitcs for SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN

Measure Date Value
2022: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01202
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01175
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01175
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01157
Total participants2017-01-01157
Number of participants with account balances2017-01-01157
2016: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01160
Total participants2016-01-01160
Number of participants with account balances2016-01-01160
2015: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01150
Total participants2015-01-01150
Number of participants with account balances2015-01-01153
2014: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01149
Total participants2014-01-01149
Number of participants with account balances2014-01-01149
2013: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01150
Total participants2013-01-01150
Number of participants with account balances2013-01-01150
2012: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01157
Total participants2012-01-01157
Number of participants with account balances2012-01-01152
2011: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01225
Total participants2011-01-01225
Number of participants with account balances2011-01-01156
2009: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01168
Total participants2009-01-01168

Financial Data on SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN

Measure Date Value
2022 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-356,875
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$520,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$494,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$76,708
Value of total assets at end of year2022-12-31$2,741,652
Value of total assets at beginning of year2022-12-31$3,618,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,259
Total interest from all sources2022-12-31$1,804
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$35,891
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$76,708
Participant contributions at end of year2022-12-31$28,344
Participant contributions at beginning of year2022-12-31$72,448
Assets. Other investments not covered elsewhere at end of year2022-12-31$79,710
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$159,359
Other income not declared elsewhere2022-12-31$6,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-877,039
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,741,652
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,618,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,633,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,386,884
Interest on participant loans2022-12-31$1,804
Income. Interest from loans (other than to participants)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-477,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$494,905
Contract administrator fees2022-12-31$15,133
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THOMAS & THOMAS CPAS, PLLC
Accountancy firm EIN2022-12-31831863068
2021 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$587,098
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$647,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$620,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$86,192
Value of total assets at end of year2021-12-31$3,618,691
Value of total assets at beginning of year2021-12-31$3,678,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,698
Total interest from all sources2021-12-31$4,099
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$21,992
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$86,192
Participant contributions at end of year2021-12-31$72,448
Participant contributions at beginning of year2021-12-31$90,648
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,057
Assets. Other investments not covered elsewhere at end of year2021-12-31$159,359
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$160,129
Other income not declared elsewhere2021-12-31$2,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-60,153
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,618,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,678,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,386,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,422,010
Interest on participant loans2021-12-31$4,099
Income. Interest from loans (other than to participants)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$472,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$620,553
Contract administrator fees2021-12-31$16,385
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THOMAS & THOMAS CPAS, PLLC
Accountancy firm EIN2021-12-31831863068
2020 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$593,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$819,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$792,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$124,343
Value of total assets at end of year2020-12-31$3,678,844
Value of total assets at beginning of year2020-12-31$3,904,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,934
Total interest from all sources2020-12-31$11,468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,337
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$123,758
Participant contributions at end of year2020-12-31$90,648
Participant contributions at beginning of year2020-12-31$115,033
Participant contributions at end of year2020-12-31$6,057
Participant contributions at beginning of year2020-12-31$5,113
Assets. Other investments not covered elsewhere at end of year2020-12-31$160,129
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$215,503
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$7,289
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-225,950
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,678,844
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,904,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,422,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,569,145
Interest on participant loans2020-12-31$4,851
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$6,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$435,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$785,312
Contract administrator fees2020-12-31$21,580
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31THOMAS & THOMAS CPAS, PLLC
Accountancy firm EIN2020-12-31831863068
2019 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$808,780
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$461,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$444,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$184,408
Value of total assets at end of year2019-12-31$3,904,794
Value of total assets at beginning of year2019-12-31$3,557,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,422
Total interest from all sources2019-12-31$13,065
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$50,140
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$145,586
Participant contributions at end of year2019-12-31$115,033
Participant contributions at beginning of year2019-12-31$119,492
Participant contributions at end of year2019-12-31$5,113
Participant contributions at beginning of year2019-12-31$6,219
Assets. Other investments not covered elsewhere at end of year2019-12-31$215,503
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$221,493
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$17,211
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$346,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,904,794
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,557,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,569,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,206,788
Interest on participant loans2019-12-31$5,368
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$7,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$561,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$38,822
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,283
Contract administrator fees2019-12-31$12,114
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS & THOMAS CPAS, PLLC
Accountancy firm EIN2019-12-31831863068
2018 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$201,415
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,013,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,974,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$298,042
Value of total assets at end of year2018-12-31$3,557,930
Value of total assets at beginning of year2018-12-31$5,370,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,311
Total interest from all sources2018-12-31$28,531
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$40,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$40,775
Administrative expenses professional fees incurred2018-12-31$39,311
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$170,425
Participant contributions at end of year2018-12-31$119,492
Participant contributions at end of year2018-12-31$6,219
Participant contributions at beginning of year2018-12-31$6,675
Assets. Other investments not covered elsewhere at end of year2018-12-31$221,493
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,812,458
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,557,930
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,370,388
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$3,206,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,950,450
Interest on participant loans2018-12-31$1,276
Interest earned on other investments2018-12-31$27,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,398,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-165,933
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$106,877
Employer contributions (assets) at end of year2018-12-31$3,938
Employer contributions (assets) at beginning of year2018-12-31$4,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,974,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31THOMAS & THOMAS CPAS, PLLC
Accountancy firm EIN2018-12-31831863068
2017 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$835,673
Total of all expenses incurred2017-12-31$742,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$735,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$343,438
Value of total assets at end of year2017-12-31$5,370,388
Value of total assets at beginning of year2017-12-31$5,277,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,818
Total interest from all sources2017-12-31$53,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$186,754
Participant contributions at end of year2017-12-31$6,675
Participant contributions at beginning of year2017-12-31$7,086
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,698
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$93,049
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,370,388
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,277,339
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
Investment advisory and management fees2017-12-31$6,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,950,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,692,152
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$53,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,398,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,560,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$438,824
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$110,986
Employer contributions (assets) at end of year2017-12-31$4,129
Employer contributions (assets) at beginning of year2017-12-31$4,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$735,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 appraiser2017-12-31Yes
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 name2017-12-31THOMAS & THOMAS, PLLC
Accountancy firm EIN2017-12-31831863068
2016 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$626,352
Total of all expenses incurred2016-12-31$450,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$327,736
Value of total assets at end of year2016-12-31$5,277,339
Value of total assets at beginning of year2016-12-31$5,101,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,671
Total interest from all sources2016-12-31$52,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$191,820
Participant contributions at end of year2016-12-31$7,086
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,132
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$176,246
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,277,339
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,101,093
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
Investment advisory and management fees2016-12-31$5,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,692,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,653,906
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$52,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,560,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,432,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$245,982
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$107,784
Employer contributions (assets) at end of year2016-12-31$4,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,435
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 appraiser2016-12-31Yes
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 name2016-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2016-12-31710271741
2015 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$297,158
Total of all expenses incurred2015-12-31$911,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$901,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,637
Value of total assets at end of year2015-12-31$5,101,093
Value of total assets at beginning of year2015-12-31$5,714,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,443
Total interest from all sources2015-12-31$51,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$192,157
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-613,899
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,101,093
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,714,992
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
Investment advisory and management fees2015-12-31$9,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,653,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,239,307
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$51,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,432,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,462,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,021
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$103,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$901,614
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 appraiser2015-12-31Yes
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 name2015-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2015-12-31710271741
2014 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$595,359
Total of all expenses incurred2014-12-31$508,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$494,968
Expenses. Certain deemed distributions of participant loans2014-12-31$5,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$382,073
Value of total assets at end of year2014-12-31$5,639,639
Value of total assets at beginning of year2014-12-31$5,552,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,449
Total interest from all sources2014-12-31$50,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,773
Participant contributions at end of year2014-12-31$99,753
Participant contributions at beginning of year2014-12-31$126,188
Participant contributions at beginning of year2014-12-31$16,366
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79,138
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$87,031
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,639,639
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,552,608
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
Investment advisory and management fees2014-12-31$7,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,239,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,344,538
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$50,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,287,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,036,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$163,008
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$105,162
Employer contributions (assets) at beginning of year2014-12-31$12,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$494,968
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 appraiser2014-12-31Yes
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 name2014-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2014-12-31710271741
2013 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,165,109
Total of all expenses incurred2013-12-31$732,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$645,295
Expenses. Certain deemed distributions of participant loans2013-12-31$69,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$459,919
Value of total assets at end of year2013-12-31$5,552,608
Value of total assets at beginning of year2013-12-31$5,119,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,527
Total interest from all sources2013-12-31$46,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$215,508
Participant contributions at end of year2013-12-31$126,188
Participant contributions at beginning of year2013-12-31$169,898
Participant contributions at end of year2013-12-31$16,366
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$68,303
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$432,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,552,608
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,119,763
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
Investment advisory and management fees2013-12-31$17,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,344,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,132,444
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$46,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,036,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,801,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$658,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$176,108
Employer contributions (assets) at end of year2013-12-31$12,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$645,295
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 appraiser2013-12-31Yes
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 name2013-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2013-12-31710271741
2012 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$925,025
Total of all expenses incurred2012-12-31$317,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$312,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$497,358
Value of total assets at end of year2012-12-31$5,119,763
Value of total assets at beginning of year2012-12-31$4,512,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,826
Total interest from all sources2012-12-31$47,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$221,116
Participant contributions at end of year2012-12-31$169,898
Participant contributions at beginning of year2012-12-31$159,058
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,586
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$607,697
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,119,763
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,512,066
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
Investment advisory and management fees2012-12-31$4,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,132,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,630,224
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$47,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,801,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,708,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$379,956
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$180,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$312,502
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 appraiser2012-12-31Yes
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 name2012-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2012-12-31710271741
2011 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$431,337
Total of all expenses incurred2011-12-31$280,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$276,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$492,040
Value of total assets at end of year2011-12-31$4,512,066
Value of total assets at beginning of year2011-12-31$4,361,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,105
Total interest from all sources2011-12-31$58,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$261,876
Participant contributions at end of year2011-12-31$159,058
Participant contributions at beginning of year2011-12-31$87,492
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,933
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$150,964
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,512,066
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,361,102
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
Investment advisory and management fees2011-12-31$4,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,630,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,736,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$58,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,708,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,513,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-119,614
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$226,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$276,268
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 appraiser2011-12-31Yes
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 name2011-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2011-12-31710271741
2010 : SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$945,123
Total of all expenses incurred2010-12-31$268,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$265,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$560,565
Value of total assets at end of year2010-12-31$4,361,102
Value of total assets at beginning of year2010-12-31$3,684,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,320
Total interest from all sources2010-12-31$53,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$271,305
Participant contributions at end of year2010-12-31$87,492
Participant contributions at beginning of year2010-12-31$58,946
Participant contributions at beginning of year2010-12-31$21,697
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$52,298
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$676,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,361,102
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,684,698
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
Investment advisory and management fees2010-12-31$3,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,736,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,352,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$39,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$39,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$53,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,513,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,193,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$330,941
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$236,962
Employer contributions (assets) at beginning of year2010-12-31$18,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$265,399
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 appraiser2010-12-31Yes
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 name2010-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2010-12-31710271741

Form 5500 Responses for SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN

2022: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTHWEST AR COUNSELING & MENTAL HEALTH CENTER INC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68597
Policy instance 1
Insurance contract or identification number68597
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68597
Policy instance 1
Insurance contract or identification number68597
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractDEPOSIT ADMINISTRATION
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68597
Policy instance 1
Insurance contract or identification number68597
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractDEPOSIT ADMINISTRATION
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68597
Policy instance 1
Insurance contract or identification number68597
Number of Individuals Covered44
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,663
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,517
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68597
Policy instance 1
Insurance contract or identification number68597
Number of Individuals Covered157
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,596
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,177
Insurance broker organization code?3
Insurance broker nameJAMES DE GREGORIO

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