Plan Name | SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOUND |
Employer identification number (EIN): | 910818971 |
NAIC Classification: | 621330 |
NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
Additional information about SOUND
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1966-11-23 |
Company Identification Number: | 601097364 |
Legal Registered Office Address: |
6400 SOUTHCENTER BLVD TUKWILA United States of America (USA) 981882547 |
More information about SOUND
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | MIKE DE LUCA | 2023-10-15 | MIKE DE LUCA | 2023-10-15 |
001 | 2021-01-01 | MIKE DE LUCA | 2022-10-17 | MIKE DE LUCA | 2022-10-17 |
001 | 2020-01-01 | PAUL M. EISENHAUER | 2021-10-13 | PAUL M. EISENHAUER | 2021-10-13 |
001 | 2019-01-01 | PAUL M. EISENHAUER | 2020-10-14 | ||
001 | 2018-01-01 | PAUL M. EISENHAUER | 2019-10-14 | PAUL M. EISENHAUER | 2019-10-14 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | PAUL M. EISENHAUER | |||
001 | 2013-01-01 | PAUL M. EISENHAUER | |||
001 | 2012-01-01 | PAUL M. EISENHAUER | |||
001 | 2011-01-01 | PAUL M. EISENHAUER | |||
001 | 2010-01-01 | PAUL M. EISENHAUER | |||
001 | 2009-01-01 | PAUL M. EISENHAUER |
Measure | Date | Value |
---|---|---|
2023: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 1,208 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 610 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 624 |
Total of all active and inactive participants | 2023-01-01 | 1,238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 1,238 |
Number of participants with account balances | 2023-01-01 | 1,224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,196 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 583 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 735 |
Total of all active and inactive participants | 2022-01-01 | 1,322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,322 |
Number of participants with account balances | 2022-01-01 | 1,322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,121 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 604 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 569 |
Total of all active and inactive participants | 2021-01-01 | 1,173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,173 |
Number of participants with account balances | 2021-01-01 | 1,173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,054 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 672 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 443 |
Total of all active and inactive participants | 2020-01-01 | 1,121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,121 |
Number of participants with account balances | 2020-01-01 | 1,121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 878 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 713 |
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 | 337 |
Total of all active and inactive participants | 2019-01-01 | 1,050 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,050 |
Number of participants with account balances | 2019-01-01 | 1,050 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 862 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 527 |
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 | 351 |
Total of all active and inactive participants | 2018-01-01 | 878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 878 |
Number of participants with account balances | 2018-01-01 | 878 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 814 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 518 |
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 | 344 |
Total of all active and inactive participants | 2017-01-01 | 862 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 862 |
Number of participants with account balances | 2017-01-01 | 859 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 748 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 539 |
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 | 260 |
Total of all active and inactive participants | 2016-01-01 | 799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 799 |
Number of participants with account balances | 2016-01-01 | 799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 733 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 543 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 201 |
Total of all active and inactive participants | 2015-01-01 | 744 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 744 |
Number of participants with account balances | 2015-01-01 | 694 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 694 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 580 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 152 |
Total of all active and inactive participants | 2014-01-01 | 732 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 732 |
Number of participants with account balances | 2014-01-01 | 627 |
2013: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 644 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 542 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 146 |
Total of all active and inactive participants | 2013-01-01 | 688 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 688 |
Number of participants with account balances | 2013-01-01 | 584 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 635 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 519 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 118 |
Total of all active and inactive participants | 2012-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 637 |
Number of participants with account balances | 2012-01-01 | 556 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 614 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 509 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 124 |
Total of all active and inactive participants | 2011-01-01 | 633 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 633 |
Number of participants with account balances | 2011-01-01 | 555 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 643 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 512 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 98 |
Total of all active and inactive participants | 2010-01-01 | 610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 610 |
Number of participants with account balances | 2010-01-01 | 517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 644 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 538 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 99 |
Total of all active and inactive participants | 2009-01-01 | 637 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 637 |
Number of participants with account balances | 2009-01-01 | 560 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $8,400,937 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $2,413,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,298,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,454,347 |
Value of total assets at end of year | 2023-12-31 | $38,107,538 |
Value of total assets at beginning of year | 2023-12-31 | $32,120,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $115,277 |
Total interest from all sources | 2023-12-31 | $29,228 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,230,691 |
Participant contributions at end of year | 2023-12-31 | $580,388 |
Participant contributions at beginning of year | 2023-12-31 | $441,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $63,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $5,987,203 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $38,107,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $32,120,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,074,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $30,869,672 |
Interest on participant loans | 2023-12-31 | $29,228 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $27,897,136 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $555,064 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $808,869 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $808,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,917,362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,160,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,298,457 |
Contract administrator fees | 2023-12-31 | $115,277 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2023-12-31 | 910189318 |
2022 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-3,031,938 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,775,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,706,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,424,694 |
Value of total assets at end of year | 2022-12-31 | $32,120,335 |
Value of total assets at beginning of year | 2022-12-31 | $40,927,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,663 |
Total interest from all sources | 2022-12-31 | $22,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,255,637 |
Participant contributions at end of year | 2022-12-31 | $441,794 |
Participant contributions at beginning of year | 2022-12-31 | $422,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,807,396 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,120,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $40,927,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $30,869,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $39,636,515 |
Interest on participant loans | 2022-12-31 | $22,507 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $808,869 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $868,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $868,585 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,479,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,167,157 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,706,795 |
Contract administrator fees | 2022-12-31 | $68,663 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $8,402,440 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,954,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,845,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,740,711 |
Value of total assets at end of year | 2021-12-31 | $40,927,731 |
Value of total assets at beginning of year | 2021-12-31 | $35,480,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $109,550 |
Total interest from all sources | 2021-12-31 | $23,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $79,607 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,419,162 |
Participant contributions at end of year | 2021-12-31 | $422,631 |
Participant contributions at beginning of year | 2021-12-31 | $410,840 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $135,309 |
Other income not declared elsewhere | 2021-12-31 | $23,805 |
Administrative expenses (other) incurred | 2021-12-31 | $23,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,447,601 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $40,927,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $35,480,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $6,138 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $39,636,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,826,561 |
Interest on participant loans | 2021-12-31 | $23,248 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $868,585 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,242,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,242,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,614,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,186,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,845,289 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $8,052,409 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,305,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,223,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,021,984 |
Value of total assets at end of year | 2020-12-31 | $35,480,130 |
Value of total assets at beginning of year | 2020-12-31 | $28,732,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $81,415 |
Total interest from all sources | 2020-12-31 | $29,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $76,915 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,347,324 |
Participant contributions at end of year | 2020-12-31 | $410,840 |
Participant contributions at beginning of year | 2020-12-31 | $437,263 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $292,014 |
Other income not declared elsewhere | 2020-12-31 | $21,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,747,210 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $35,480,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,732,920 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $4,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,826,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $26,524,637 |
Interest on participant loans | 2020-12-31 | $29,768 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,111,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,242,729 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $659,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $659,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,979,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,382,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,223,784 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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 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 | $8,566,240 |
Total income from all sources (including contributions) | 2019-12-31 | $8,566,240 |
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 | $3,454,444 |
Total of all expenses incurred | 2019-12-31 | $3,454,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,372,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,372,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,858,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,858,807 |
Value of total assets at end of year | 2019-12-31 | $28,732,920 |
Value of total assets at end of year | 2019-12-31 | $28,732,920 |
Value of total assets at beginning of year | 2019-12-31 | $23,621,124 |
Value of total assets at beginning of year | 2019-12-31 | $23,621,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $81,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $81,922 |
Total interest from all sources | 2019-12-31 | $27,614 |
Total interest from all sources | 2019-12-31 | $27,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
Administrative expenses professional fees incurred | 2019-12-31 | $75,922 |
Administrative expenses professional fees incurred | 2019-12-31 | $75,922 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $1,462,688 |
Contributions received from participants | 2019-12-31 | $1,462,688 |
Participant contributions at end of year | 2019-12-31 | $437,263 |
Participant contributions at end of year | 2019-12-31 | $437,263 |
Participant contributions at beginning of year | 2019-12-31 | $419,005 |
Participant contributions at beginning of year | 2019-12-31 | $419,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,377,245 |
Other income not declared elsewhere | 2019-12-31 | $21,185 |
Other income not declared elsewhere | 2019-12-31 | $21,185 |
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 | $5,111,796 |
Value of net income/loss | 2019-12-31 | $5,111,796 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,732,920 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,732,920 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,621,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,621,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $6,000 |
Investment advisory and management fees | 2019-12-31 | $6,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,524,637 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $26,524,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,594,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,594,652 |
Interest on participant loans | 2019-12-31 | $27,614 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,111,545 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,111,545 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,569,905 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,569,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $659,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $659,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $37,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $37,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $37,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $37,562 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,632,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,632,519 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $26,115 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $26,115 |
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 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
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 | $1,018,874 |
Contributions received in cash from employer | 2019-12-31 | $1,018,874 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,372,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,372,522 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
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 |
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 | MOSS ADAMS |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $863,958 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,812,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,730,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,366,877 |
Value of total assets at end of year | 2018-12-31 | $23,621,124 |
Value of total assets at beginning of year | 2018-12-31 | $24,569,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $81,375 |
Total interest from all sources | 2018-12-31 | $24,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $17,171 |
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 | $17,171 |
Administrative expenses professional fees incurred | 2018-12-31 | $81,375 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $1,432,620 |
Participant contributions at end of year | 2018-12-31 | $419,005 |
Participant contributions at beginning of year | 2018-12-31 | $411,297 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $28,495 |
Other income not declared elsewhere | 2018-12-31 | $33,955 |
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 | $-948,340 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,621,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,569,464 |
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 | $21,594,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,673,799 |
Interest on participant loans | 2018-12-31 | $24,221 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,569,905 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,458,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $37,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $25,492 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $25,492 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,603,026 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $24,546 |
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 | Yes |
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 | $905,762 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,730,923 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $5,694,737 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,324,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,284,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,373,434 |
Value of total assets at end of year | 2017-12-31 | $24,569,464 |
Value of total assets at beginning of year | 2017-12-31 | $22,199,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,983 |
Total interest from all sources | 2017-12-31 | $21,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $429,920 |
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 | $429,920 |
Administrative expenses professional fees incurred | 2017-12-31 | $39,983 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
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 | $1,391,749 |
Participant contributions at end of year | 2017-12-31 | $411,297 |
Participant contributions at beginning of year | 2017-12-31 | $435,202 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $103,087 |
Other income not declared elsewhere | 2017-12-31 | $21,009 |
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 | $2,370,053 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,569,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,199,411 |
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 | $22,673,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,227,071 |
Interest on participant loans | 2017-12-31 | $21,144 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,458,876 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,531,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $25,492 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,225 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $161 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,830,608 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $18,461 |
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 | $878,598 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,284,701 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $81,780 |
Total income from all sources (including contributions) | 2016-12-31 | $3,860,445 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,407,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,348,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,271,446 |
Value of total assets at end of year | 2016-12-31 | $22,199,411 |
Value of total assets at beginning of year | 2016-12-31 | $20,828,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $59,092 |
Total interest from all sources | 2016-12-31 | $60,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $21,704 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,402,872 |
Participant contributions at end of year | 2016-12-31 | $435,202 |
Participant contributions at beginning of year | 2016-12-31 | $429,802 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $13,389 |
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 | $1,452,536 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,199,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,746,875 |
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 |
Investment advisory and management fees | 2016-12-31 | $37,388 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,227,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,163,893 |
Interest on participant loans | 2016-12-31 | $20,891 |
Interest earned on other investments | 2016-12-31 | $39,145 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,531,913 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,390,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,225 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,411 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $33 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,511,204 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $17,726 |
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 | $855,185 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $840,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,348,817 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $81,780 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $81,780 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $41,534 |
Total income from all sources (including contributions) | 2015-12-31 | $3,160,245 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,550,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,509,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,522,999 |
Value of total assets at end of year | 2015-12-31 | $20,828,655 |
Value of total assets at beginning of year | 2015-12-31 | $19,178,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $40,981 |
Total interest from all sources | 2015-12-31 | $23,029 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,307,048 |
Participant contributions at end of year | 2015-12-31 | $429,802 |
Participant contributions at beginning of year | 2015-12-31 | $438,852 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $3,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,375,367 |
Administrative expenses (other) incurred | 2015-12-31 | $40,981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,609,825 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,746,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,137,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $18,163,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,510,998 |
Interest on participant loans | 2015-12-31 | $23,025 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,390,965 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,353,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,411 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $45,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $45,422 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-400,220 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $14,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $840,584 |
Employer contributions (assets) at end of year | 2015-12-31 | $840,584 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $826,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,509,439 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $81,780 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $41,534 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $41,534 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,008,171 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,424,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,380,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,177,109 |
Value of total assets at end of year | 2014-12-31 | $19,178,584 |
Value of total assets at beginning of year | 2014-12-31 | $17,553,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $44,611 |
Total interest from all sources | 2014-12-31 | $48,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,244,822 |
Participant contributions at end of year | 2014-12-31 | $438,852 |
Participant contributions at beginning of year | 2014-12-31 | $315,202 |
Participant contributions at end of year | 2014-12-31 | $3,210 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $105,605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,583,279 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,137,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,553,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $44,611 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,510,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $15,277,741 |
Interest on participant loans | 2014-12-31 | $19,189 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,353,420 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,248,327 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $45,422 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,459 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $29,371 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $780,111 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $826,682 |
Employer contributions (assets) at end of year | 2014-12-31 | $826,682 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $709,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,380,281 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $41,534 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : SOUND MENTAL HEALTH EMPLOYEES 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 | $4,207,865 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $860,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $833,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,674,437 |
Value of total assets at end of year | 2013-12-31 | $17,553,771 |
Value of total assets at beginning of year | 2013-12-31 | $14,206,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $26,560 |
Total interest from all sources | 2013-12-31 | $32,943 |
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 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $862,706 |
Participant contributions at end of year | 2013-12-31 | $315,202 |
Participant contributions at beginning of year | 2013-12-31 | $285,140 |
Participant contributions at beginning of year | 2013-12-31 | $18,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $102,689 |
Administrative expenses (other) incurred | 2013-12-31 | $26,560 |
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 | $3,347,626 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,553,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,206,145 |
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 | $15,277,741 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,859,558 |
Interest on participant loans | 2013-12-31 | $14,800 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,248,327 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,380,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,459 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,517 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $18,143 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,509,282 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-8,797 |
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 | $709,042 |
Employer contributions (assets) at end of year | 2013-12-31 | $709,042 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $661,306 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $833,679 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : SOUND MENTAL HEALTH EMPLOYEES 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 | $3,237,524 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $993,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $977,335 |
Value of total corrective distributions | 2012-12-31 | $5,446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,643,028 |
Value of total assets at end of year | 2012-12-31 | $14,206,145 |
Value of total assets at beginning of year | 2012-12-31 | $11,962,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,120 |
Total interest from all sources | 2012-12-31 | $17,374 |
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 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $805,910 |
Participant contributions at end of year | 2012-12-31 | $285,140 |
Participant contributions at beginning of year | 2012-12-31 | $334,177 |
Participant contributions at end of year | 2012-12-31 | $18,615 |
Participant contributions at beginning of year | 2012-12-31 | $15 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $175,812 |
Administrative expenses (other) incurred | 2012-12-31 | $11,120 |
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 | $2,243,623 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,206,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,962,522 |
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 | $11,859,558 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,740,350 |
Interest on participant loans | 2012-12-31 | $16,136 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,380,009 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,236,216 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $18 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $18 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,568,098 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $9,024 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $661,306 |
Employer contributions (assets) at end of year | 2012-12-31 | $661,306 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $651,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $977,335 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2012-12-31 | 911194016 |
2011 : SOUND MENTAL HEALTH EMPLOYEES 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 | $1,153,812 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $978,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $969,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,542,798 |
Value of total assets at end of year | 2011-12-31 | $11,962,522 |
Value of total assets at beginning of year | 2011-12-31 | $11,786,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,620 |
Total interest from all sources | 2011-12-31 | $16,711 |
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 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $886,398 |
Participant contributions at end of year | 2011-12-31 | $334,177 |
Participant contributions at beginning of year | 2011-12-31 | $304,881 |
Participant contributions at end of year | 2011-12-31 | $15 |
Participant contributions at beginning of year | 2011-12-31 | $230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,654 |
Administrative expenses (other) incurred | 2011-12-31 | $8,620 |
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 | $175,594 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,962,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,786,928 |
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 | $9,740,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,445,863 |
Interest on participant loans | 2011-12-31 | $16,708 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,236,216 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,345,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $18 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $16 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $16 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-433,235 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $27,538 |
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 | $651,746 |
Employer contributions (assets) at end of year | 2011-12-31 | $651,746 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $690,904 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $969,598 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2011-12-31 | 911194016 |
2010 : SOUND MENTAL HEALTH EMPLOYEES 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 | $2,954,016 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $398,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $384,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,661,933 |
Value of total assets at end of year | 2010-12-31 | $11,786,928 |
Value of total assets at beginning of year | 2010-12-31 | $9,231,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,143 |
Total interest from all sources | 2010-12-31 | $15,145 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $961,833 |
Participant contributions at end of year | 2010-12-31 | $304,881 |
Participant contributions at beginning of year | 2010-12-31 | $203,751 |
Participant contributions at end of year | 2010-12-31 | $230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $9,196 |
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 |
Value of net income/loss | 2010-12-31 | $2,555,319 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,786,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,231,609 |
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 |
Investment advisory and management fees | 2010-12-31 | $14,143 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,445,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,532,153 |
Interest on participant loans | 2010-12-31 | $15,133 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,345,034 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,089,637 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $16 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,058 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,229,821 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $47,117 |
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 | Yes |
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 | $690,904 |
Employer contributions (assets) at end of year | 2010-12-31 | $690,904 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $403,010 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $384,554 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CLARK NUBER |
Accountancy firm EIN | 2010-12-31 | 911194016 |
2023: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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 | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT 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 |
2015: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
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: SOUND MENTAL HEALTH EMPLOYEES 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: SOUND MENTAL HEALTH EMPLOYEES 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 |
2010: SOUND MENTAL HEALTH EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SOUND MENTAL HEALTH EMPLOYEES 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 |