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WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 401k Plan overview

Plan NameWASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN
Plan identification number 001

WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC.
Employer identification number (EIN):030215872
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1963-02-28
Company Identification Number: 45757
Legal Registered Office Address: 885 S BARRE RD

BARRE
United States of America (USA)
05641

More information about WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01HEIDI HALL2021-09-28 HEIDI HALL2021-09-28
0012019-07-01HEIDI HALL2021-01-04 HEIDI HALL2021-01-04
0012018-07-01HEIDI HALL2020-06-01 HEIDI HALL2020-06-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01JANICE GUYETTE JANICE GUYETTE2014-04-15
0012011-07-01JANICE GUYETTE JANICE GUYETTE2013-04-12
0012010-07-01JANICE GUYETTE JANICE GUYETTE2012-02-16
0012009-07-01JANICE GUYETTE JANICE GUYETTE2011-03-24

Plan Statistics for WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN

401k plan membership statisitcs for WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2021: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01849
Total number of active participants reported on line 7a of the Form 55002021-07-01630
Number of retired or separated participants receiving benefits2021-07-018
Number of other retired or separated participants entitled to future benefits2021-07-01213
Total of all active and inactive participants2021-07-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01852
Number of participants with account balances2021-07-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0147
2020: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01803
Total number of active participants reported on line 7a of the Form 55002020-07-01656
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01191
Total of all active and inactive participants2020-07-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01848
Number of participants with account balances2020-07-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0127
2019: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01884
Total number of active participants reported on line 7a of the Form 55002019-07-01679
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01120
Total of all active and inactive participants2019-07-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01800
Number of participants with account balances2019-07-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0134
2018: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01838
Total number of active participants reported on line 7a of the Form 55002018-07-01725
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01152
Total of all active and inactive participants2018-07-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01877
Number of participants with account balances2018-07-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0130
2017: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01825
Total number of active participants reported on line 7a of the Form 55002017-07-01743
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01101
Total of all active and inactive participants2017-07-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01844
Number of participants with account balances2017-07-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0118
2016: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01782
Total number of active participants reported on line 7a of the Form 55002016-07-01735
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0183
Total of all active and inactive participants2016-07-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01818
Number of participants with account balances2016-07-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0116
2015: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01765
Total number of active participants reported on line 7a of the Form 55002015-07-01716
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0150
Total of all active and inactive participants2015-07-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01766
Number of participants with account balances2015-07-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-018
2014: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01749
Total number of active participants reported on line 7a of the Form 55002014-07-01729
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0144
Total of all active and inactive participants2014-07-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01773
Number of participants with account balances2014-07-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01741
Total number of active participants reported on line 7a of the Form 55002013-07-01714
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0136
Total of all active and inactive participants2013-07-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01750
Number of participants with account balances2013-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01702
Total number of active participants reported on line 7a of the Form 55002012-07-01701
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0132
Total of all active and inactive participants2012-07-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01733
Number of participants with account balances2012-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01657
Total number of active participants reported on line 7a of the Form 55002011-07-01679
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0128
Total of all active and inactive participants2011-07-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01707
Number of participants with account balances2011-07-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2010: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01656
Total number of active participants reported on line 7a of the Form 55002010-07-01627
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0131
Total of all active and inactive participants2010-07-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01658
Number of participants with account balances2010-07-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01678
Total number of active participants reported on line 7a of the Form 55002009-07-01627
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0127
Total of all active and inactive participants2009-07-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01654
Number of participants with account balances2009-07-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN

Measure Date Value
2022 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-844,648
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,863,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,853,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,108,883
Value of total assets at end of year2022-06-30$19,440,646
Value of total assets at beginning of year2022-06-30$22,148,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$9,934
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,333,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,333,176
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,136,547
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$207,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,707,875
Value of net assets at end of year (total assets less liabilities)2022-06-30$19,440,646
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$22,148,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$18,680,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$21,391,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,286,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$765,315
Employer contributions (assets) at end of year2022-06-30$760,316
Employer contributions (assets) at beginning of year2022-06-30$756,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,853,293
Contract administrator fees2022-06-30$9,934
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2022-06-30030302296
2021 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$6,409,341
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$955,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$951,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,950,583
Value of total assets at end of year2021-06-30$22,148,521
Value of total assets at beginning of year2021-06-30$16,694,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,289
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$625,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$625,495
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,129,862
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$64,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,453,765
Value of net assets at end of year (total assets less liabilities)2021-06-30$22,148,521
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,694,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$21,391,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,967,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,833,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$756,524
Employer contributions (assets) at end of year2021-06-30$756,524
Employer contributions (assets) at beginning of year2021-06-30$727,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$951,287
Contract administrator fees2021-06-30$4,289
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2021-06-30030302296
2020 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,350
Total income from all sources (including contributions)2020-06-30$2,452,278
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,628,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,618,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,841,220
Value of total assets at end of year2020-06-30$16,694,756
Value of total assets at beginning of year2020-06-30$15,874,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$10,466
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$442,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$442,665
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,104,534
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$7,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$3,350
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$823,429
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,694,756
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,871,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,967,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$15,138,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$168,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$728,752
Employer contributions (assets) at end of year2020-06-30$727,683
Employer contributions (assets) at beginning of year2020-06-30$735,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,618,383
Contract administrator fees2020-06-30$10,466
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2020-06-30030302296
2019 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$483
Total income from all sources (including contributions)2019-06-30$2,845,596
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$659,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$654,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,976,938
Value of total assets at end of year2019-06-30$15,874,677
Value of total assets at beginning of year2019-06-30$13,685,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,747
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$528,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$528,575
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,098,511
Participant contributions at beginning of year2019-06-30$70
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$142,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$3,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,185,856
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,871,327
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,685,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$15,138,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$13,079,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$340,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$735,729
Employer contributions (assets) at end of year2019-06-30$735,729
Employer contributions (assets) at beginning of year2019-06-30$605,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$654,993
Contract administrator fees2019-06-30$4,747
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KITTELL BRANAGAN & SARGENT
Accountancy firm EIN2019-06-30030302296
2018 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,653,609
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$674,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$668,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,716,081
Value of total assets at end of year2018-06-30$13,685,954
Value of total assets at beginning of year2018-06-30$11,706,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$5,454
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$350,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$350,807
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,021,874
Participant contributions at end of year2018-06-30$70
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$74,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,979,418
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,685,471
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$11,706,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$13,079,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$11,206,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$586,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$620,184
Employer contributions (assets) at end of year2018-06-30$605,924
Employer contributions (assets) at beginning of year2018-06-30$499,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$668,737
Contract administrator fees2018-06-30$5,454
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2018-06-30030302296
2017 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,643,246
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,053,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,049,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,454,307
Value of total assets at end of year2017-06-30$11,706,053
Value of total assets at beginning of year2017-06-30$10,116,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,466
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$293,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$293,256
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$834,468
Participant contributions at beginning of year2017-06-30$24,200
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$120,550
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,589,248
Value of net assets at end of year (total assets less liabilities)2017-06-30$11,706,053
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,116,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$11,206,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$9,642,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$895,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$499,289
Employer contributions (assets) at end of year2017-06-30$499,257
Employer contributions (assets) at beginning of year2017-06-30$450,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,049,532
Contract administrator fees2017-06-30$4,466
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2017-06-30030302296
2016 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,356,225
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,932,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,928,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,338,696
Value of total assets at end of year2016-06-30$10,116,805
Value of total assets at beginning of year2016-06-30$10,693,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,060
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$455,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$455,399
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$863,487
Participant contributions at end of year2016-06-30$24,200
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$23,605
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-576,640
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,116,805
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,693,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,642,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$10,240,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-437,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$451,604
Employer contributions (assets) at end of year2016-06-30$450,058
Employer contributions (assets) at beginning of year2016-06-30$453,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,928,805
Contract administrator fees2016-06-30$4,060
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2016-06-30030302296
2015 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,691,829
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,225,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,222,687
Value of total corrective distributions2015-06-30$688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,418,565
Value of total assets at end of year2015-06-30$10,693,445
Value of total assets at beginning of year2015-06-30$10,227,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,520
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$379,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$379,191
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$879,573
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$85,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$465,934
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,693,445
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,227,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$10,240,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,807,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-105,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$453,175
Employer contributions (assets) at end of year2015-06-30$453,226
Employer contributions (assets) at beginning of year2015-06-30$420,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,222,687
Contract administrator fees2015-06-30$2,520
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2015-06-30030302296
2014 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$2,628,921
Total of all expenses incurred2014-06-30$690,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$687,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,292,506
Value of total assets at end of year2014-06-30$10,227,511
Value of total assets at beginning of year2014-06-30$8,288,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,100
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$307,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$307,448
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$852,599
Participant contributions at beginning of year2014-06-30$36,952
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$19,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,938,869
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,227,511
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,288,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,807,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,860,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,028,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$420,363
Employer contributions (assets) at end of year2014-06-30$420,363
Employer contributions (assets) at beginning of year2014-06-30$391,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$687,952
Contract administrator fees2014-06-30$2,100
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2014-06-30030302296
2013 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,967,882
Total of all expenses incurred2013-06-30$440,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$438,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,197,303
Value of total assets at end of year2013-06-30$8,288,642
Value of total assets at beginning of year2013-06-30$6,761,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,320
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$160,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$160,191
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$736,212
Participant contributions at end of year2013-06-30$36,952
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$64,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,527,222
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,288,642
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,761,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,860,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,394,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$610,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$396,443
Employer contributions (assets) at end of year2013-06-30$391,378
Employer contributions (assets) at beginning of year2013-06-30$366,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$438,340
Contract administrator fees2013-06-30$2,320
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2013-06-30030302296
2012 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$983,673
Total of all expenses incurred2012-06-30$438,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$436,031
Value of total corrective distributions2012-06-30$238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,081,636
Value of total assets at end of year2012-06-30$6,761,420
Value of total assets at beginning of year2012-06-30$6,216,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,261
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$131,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$131,309
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$688,910
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$25,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$545,143
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,761,420
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,216,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,394,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,840,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-229,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$366,832
Employer contributions (assets) at end of year2012-06-30$366,832
Employer contributions (assets) at beginning of year2012-06-30$376,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$436,031
Contract administrator fees2012-06-30$2,261
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2012-06-30030302296
2011 : WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,050,586
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$262,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$260,840
Value of total corrective distributions2011-06-30$234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,067,357
Value of total assets at end of year2011-06-30$6,216,277
Value of total assets at beginning of year2011-06-30$4,428,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,666
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$137,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$137,399
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$677,093
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$14,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,787,846
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,216,277
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,428,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,840,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,072,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$845,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$376,097
Employer contributions (assets) at end of year2011-06-30$376,097
Employer contributions (assets) at beginning of year2011-06-30$355,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$260,840
Contract administrator fees2011-06-30$1,666
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KITTELL BRANGAN & SARGENT
Accountancy firm EIN2011-06-30030302296

Form 5500 Responses for WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN

2021: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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