401k Plan data: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN plan

SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN
Plan identification number	001

SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

SOUTHERN ARIZONA MENTAL HEALTH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION

Employer identification number (EIN): 860806975

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Additional information about SOUTHERN ARIZONA MENTAL HEALTH CORPORATION

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: 07237700

More information about SOUTHERN ARIZONA MENTAL HEALTH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JUDY A RICHARDSON
001 2012-01-01 JUDY A KING
001 2011-01-01 JUDY KING
001 2009-01-01 CHARLES BURBANK CHARLES BURBANK 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JUDY A RICHARDSON
001	2012-01-01	JUDY A KING
001	2011-01-01	JUDY KING
001	2009-01-01	CHARLES BURBANK	CHARLES BURBANK	2010-10-12

Plan Statistics for SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN

Measure Date Value
2013: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 288
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 316
Number of participants with account balances 2013-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 151
Number of participants with account balances 2012-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 151
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 163
Number of retired or separated participants receiving benefits 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 171
Number of participants with account balances 2009-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	288
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	316
Number of participants with account balances	2013-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	151
Number of participants with account balances	2012-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	151
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	163
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	171
Number of participants with account balances	2009-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN

Measure	Date	Value
2013 : SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$915,320
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$358,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$303,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$494,584
Value of total assets at end of year	2013-12-31	$3,057,229
Value of total assets at beginning of year	2013-12-31	$2,500,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$55,211
Total interest from all sources	2013-12-31	$2,774
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$55,211
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$238,324
Participant contributions at end of year	2013-12-31	$87,692
Participant contributions at beginning of year	2013-12-31	$74,704
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$176,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$556,747
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,057,229
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,500,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,617,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,425,778
Interest on participant loans	2013-12-31	$2,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$352,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$417,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$79,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$303,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REIGER CARR & MONROE, L.L.P.
Accountancy firm EIN	2013-12-31	480573184
2012 : SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$550,936
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$270,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$213,824
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$287,970
Value of total assets at end of year	2012-12-31	$2,500,482
Value of total assets at beginning of year	2012-12-31	$2,220,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$56,663
Total interest from all sources	2012-12-31	$1,268
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$56,663
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$207,275
Participant contributions at end of year	2012-12-31	$74,704
Participant contributions at beginning of year	2012-12-31	$63,578
Participant contributions at beginning of year	2012-12-31	$6,969
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$80,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$280,449
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,500,482
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,220,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,425,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,146,299
Interest on participant loans	2012-12-31	$1,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$261,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at beginning of year	2012-12-31	$3,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$213,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REIGER CARR & MONROE L.L.P
Accountancy firm EIN	2012-12-31	480573184
2011 : SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$325,884
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$470,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$441,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$401,753
Value of total assets at end of year	2011-12-31	$2,220,033
Value of total assets at beginning of year	2011-12-31	$2,364,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,048
Total interest from all sources	2011-12-31	$2,949
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$29,048
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$288,703
Participant contributions at end of year	2011-12-31	$63,578
Participant contributions at beginning of year	2011-12-31	$57,579
Participant contributions at end of year	2011-12-31	$6,969
Participant contributions at beginning of year	2011-12-31	$6,974
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$13,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-144,766
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,220,033
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,364,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,146,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,296,506
Interest on participant loans	2011-12-31	$2,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-78,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$99,824
Employer contributions (assets) at end of year	2011-12-31	$3,187
Employer contributions (assets) at beginning of year	2011-12-31	$3,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$441,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REIGER CARR & MONROE L.L.P.
Accountancy firm EIN	2011-12-31	480573184
2010 : SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$621,333
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$210,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$210,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$412,379
Value of total assets at end of year	2010-12-31	$2,364,799
Value of total assets at beginning of year	2010-12-31	$1,954,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$5,425
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$296,195
Participant contributions at end of year	2010-12-31	$57,579
Participant contributions at beginning of year	2010-12-31	$78,464
Participant contributions at end of year	2010-12-31	$6,974
Participant contributions at beginning of year	2010-12-31	$8,438
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$84
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$410,699
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,364,799
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,954,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,296,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,862,990
Interest on participant loans	2010-12-31	$5,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$203,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$116,100
Employer contributions (assets) at end of year	2010-12-31	$3,740
Employer contributions (assets) at beginning of year	2010-12-31	$4,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$210,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	REIGER CARR & MONROE L.L.P
Accountancy firm EIN	2010-12-31	480573184
2009 : SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN

2013: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN ARIZONA MENTAL HEALTH CORPORATION 403 B RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHERN ARIZONA MENTAL HEALTH CORPORATION
Employer identification number (EIN):	860806975
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	07237700