Plan Name | BEHAVIORAL CONCEPTS, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BEHAVIORAL CONCEPTS INNOVATION, |
Employer identification number (EIN): | 731645704 |
NAIC Classification: | 611000 |
Additional information about BEHAVIORAL CONCEPTS INNOVATION,
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-08-15 |
Company Identification Number: | 0801641166 |
Legal Registered Office Address: |
309 W JONES ST 603 N. TRAVIS SHERMAN United States of America (USA) 75090 |
More information about BEHAVIORAL CONCEPTS INNOVATION,
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | CATE MARINO | CATE MARINO | 2018-11-01 | |
001 | 2016-01-01 | JEFF ROBINSON | |||
001 | 2015-01-01 | JEFF ROBINSON | 2016-09-29 | ||
001 | 2014-01-01 | JEFFREY ROBINSON | 2015-10-08 | ||
001 | 2013-01-01 | JEFFREY ROBINSON | 2014-09-18 |
Measure | Date | Value |
---|---|---|
2020: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 726 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 449 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 380 |
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 | 39 |
Total of all active and inactive participants | 2019-01-01 | 419 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 419 |
Number of participants with account balances | 2019-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 399 |
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 | 42 |
Total of all active and inactive participants | 2018-01-01 | 441 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 441 |
Number of participants with account balances | 2018-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 341 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 358 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 358 |
Number of participants with account balances | 2017-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 257 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 263 |
Number of participants with account balances | 2016-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $0 |
Total transfer of assets to this plan | 2020-08-31 | $0 |
Total transfer of assets from this plan | 2020-08-31 | $2,315,842 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $0 |
Total income from all sources (including contributions) | 2020-08-31 | $364,520 |
Total loss/gain on sale of assets | 2020-08-31 | $0 |
Total of all expenses incurred | 2020-08-31 | $229,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $216,575 |
Expenses. Certain deemed distributions of participant loans | 2020-08-31 | $4,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-31 | $240,423 |
Value of total assets at end of year | 2020-08-31 | $0 |
Value of total assets at beginning of year | 2020-08-31 | $2,180,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $8,946 |
Total interest from all sources | 2020-08-31 | $2,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-31 | $2,399 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-31 | $2,399 |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $219,000 |
If this is an individual account plan, was there a blackout period | 2020-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Contributions received from participants | 2020-08-31 | $169,846 |
Participant contributions at beginning of year | 2020-08-31 | $54,325 |
Other income not declared elsewhere | 2020-08-31 | $7,998 |
Administrative expenses (other) incurred | 2020-08-31 | $8,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $134,959 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-31 | $2,180,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-31 | $2,101,110 |
Interest on participant loans | 2020-08-31 | $2,440 |
Value of interest in common/collective trusts at beginning of year | 2020-08-31 | $14,681 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-31 | $10,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-31 | $10,767 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-08-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-08-31 | $109,443 |
Net investment gain or loss from common/collective trusts | 2020-08-31 | $1,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $70,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-31 | $216,575 |
Did the plan have assets held for investment | 2020-08-31 | 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 | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Disclaimer |
Accountancy firm name | 2020-08-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2020-08-31 | 521743645 |
2019 : BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $925,935 |
Total income from all sources (including contributions) | 2019-12-31 | $925,935 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $448,685 |
Total of all expenses incurred | 2019-12-31 | $448,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $437,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $437,269 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $886 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $508,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $508,136 |
Value of total assets at end of year | 2019-12-31 | $2,180,883 |
Value of total assets at end of year | 2019-12-31 | $2,180,883 |
Value of total assets at beginning of year | 2019-12-31 | $1,703,633 |
Value of total assets at beginning of year | 2019-12-31 | $1,703,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,530 |
Total interest from all sources | 2019-12-31 | $4,646 |
Total interest from all sources | 2019-12-31 | $4,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $103,726 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $103,726 |
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 | $103,726 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $103,726 |
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 | $171,000 |
Value of fidelity bond cover | 2019-12-31 | $171,000 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 | $280,351 |
Contributions received from participants | 2019-12-31 | $280,351 |
Participant contributions at end of year | 2019-12-31 | $54,325 |
Participant contributions at end of year | 2019-12-31 | $54,325 |
Participant contributions at beginning of year | 2019-12-31 | $65,872 |
Participant contributions at beginning of year | 2019-12-31 | $65,872 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $27,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $27,671 |
Other income not declared elsewhere | 2019-12-31 | $9,533 |
Other income not declared elsewhere | 2019-12-31 | $9,533 |
Administrative expenses (other) incurred | 2019-12-31 | $10,530 |
Administrative expenses (other) incurred | 2019-12-31 | $10,530 |
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 |
Value of net income/loss | 2019-12-31 | $477,250 |
Value of net income/loss | 2019-12-31 | $477,250 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,180,883 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,180,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,703,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,703,633 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,101,110 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,101,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,615,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,615,981 |
Interest on participant loans | 2019-12-31 | $4,514 |
Interest on participant loans | 2019-12-31 | $4,514 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,681 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,681 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $14,165 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $14,165 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,767 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,615 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,615 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $132 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $294,891 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $294,891 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,003 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,003 |
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 | $200,114 |
Contributions received in cash from employer | 2019-12-31 | $200,114 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $437,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $437,269 |
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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm name | 2019-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2019-12-31 | 521743645 |
Accountancy firm EIN | 2019-12-31 | 521743645 |
2018 : BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $352,022 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $77,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $66,847 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $475,302 |
Value of total assets at end of year | 2018-12-31 | $1,703,633 |
Value of total assets at beginning of year | 2018-12-31 | $1,428,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,857 |
Total interest from all sources | 2018-12-31 | $3,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $105,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $105,707 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $143,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $266,119 |
Participant contributions at end of year | 2018-12-31 | $65,872 |
Participant contributions at beginning of year | 2018-12-31 | $89,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,632 |
Other income not declared elsewhere | 2018-12-31 | $7,402 |
Administrative expenses (other) incurred | 2018-12-31 | $8,857 |
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 |
Value of net income/loss | 2018-12-31 | $274,903 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,703,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,428,730 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,615,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,326,454 |
Interest on participant loans | 2018-12-31 | $3,112 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $14,165 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,751 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7,615 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,593 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-238,779 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-793 |
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 | $201,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $66,847 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2018-12-31 | 521743645 |
2017 : BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $22,603 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $603,971 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $37,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $32,324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $412,010 |
Value of total assets at end of year | 2017-12-31 | $1,428,730 |
Value of total assets at beginning of year | 2017-12-31 | $885,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,488 |
Total interest from all sources | 2017-12-31 | $4,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $43,125 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $43,125 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $89,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $241,625 |
Participant contributions at end of year | 2017-12-31 | $89,932 |
Participant contributions at beginning of year | 2017-12-31 | $8,457 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $5,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $566,159 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,428,730 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $885,174 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,326,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $868,894 |
Interest on participant loans | 2017-12-31 | $4,041 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,751 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $7,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $727 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $143,476 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $170,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $32,324 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DAVID A. DOUCETTE, CPA PLLC |
Accountancy firm EIN | 2017-12-31 | 814987490 |
2016 : BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $406,902 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $91 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $359,717 |
Value of total assets at end of year | 2016-12-31 | $885,174 |
Value of total assets at beginning of year | 2016-12-31 | $481,514 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,151 |
Total interest from all sources | 2016-12-31 | $299 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $30,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $30,926 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $49,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $171,823 |
Participant contributions at end of year | 2016-12-31 | $8,457 |
Participant contributions at beginning of year | 2016-12-31 | $6,477 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $79,203 |
Other income not declared elsewhere | 2016-12-31 | $2,776 |
Administrative expenses (other) incurred | 2016-12-31 | $3,151 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $403,660 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $885,174 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $481,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $868,894 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $470,845 |
Interest on participant loans | 2016-12-31 | $299 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,096 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $12,561 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $108,691 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DAVE DOUCETTE, CPA |
Accountancy firm EIN | 2016-12-31 | 043027279 |
2020: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BEHAVIORAL CONCEPTS, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |