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| Plan Name | TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SPECTRUM HEALTH SYSTEMS, INC. |
| Employer identification number (EIN): | 042478978 |
| NAIC Classification: | 621420 |
| NAIC Description: | Outpatient Mental Health and Substance Abuse Centers |
Additional information about SPECTRUM HEALTH SYSTEMS, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1997-01-03 |
| Company Identification Number: | C1905583 |
| Legal Registered Office Address: |
8227 Vista Drive La Mesa United States of America (USA) 91941-6431 |
More information about SPECTRUM HEALTH SYSTEMS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | JOSEPH ROSE | 2024-10-15 | ||
| 003 | 2022-01-01 | JOSEPH ROSE | 2024-02-15 | ||
| 003 | 2021-01-01 | JOSEPH ROSE | 2022-10-17 | ||
| 003 | 2020-01-01 | JOSEPH ROSE | 2021-10-13 | ||
| 003 | 2019-01-01 | JOSEPH ROSE | 2020-10-14 | ||
| 003 | 2018-01-01 | JOSEPH ROSE | 2019-08-27 | ||
| 003 | 2017-01-01 | JOSEPH ROSE | 2018-10-12 | JOSEPH ROSE | 2018-10-12 |
| 003 | 2016-01-01 | JULIE SHAW | 2017-10-16 | JULIE SHAW | 2017-10-16 |
| 003 | 2015-01-01 | JANET LANGLOIS | 2016-10-12 | JANET LANGLOIS | 2016-10-12 |
| 003 | 2014-01-01 | JANET LANGLOIS | 2015-10-14 | JANET LANGLOIS | 2015-10-14 |
| 003 | 2013-01-01 | JANET LANGLOIS | 2014-10-14 | JANET LANGLOIS | 2014-10-14 |
| 003 | 2012-01-01 | JANET LANGLOIS | 2013-10-10 | JANET LANGLOIS | 2013-10-10 |
| 003 | 2011-01-01 | JANET LANGLOIS | 2012-10-11 | JANET LANGLOIS | 2012-10-11 |
| 003 | 2010-01-01 | JANET LANGLOIS | 2011-09-30 | JANET LANGLOIS | 2011-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-30 | 31 |
| Total number of particpants at end of year | 2025-07-30 | 31 |
| Number of Participants With Account Balances | 2025-07-30 | 21 |
| 2024: TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-15 | 28 |
| Total number of particpants at end of year | 2024-10-15 | 28 |
| Number of Participants With Account Balances | 2024-10-15 | 23 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 164104 |
| Net assets as of the end of the plan year | 2025-07-30 | 4052763 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 3221421 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 350344 |
| Value of participant loans at end of plan year | 2025-07-30 | 13646 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 0 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 399351 |
| Plan net income in this plan year | 2025-07-30 | 831342 |
| Net assets as of the end of the plan year | 2025-07-30 | 4052763 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 3221421 |
| Employer contributions to plan in this plan year | 2025-07-30 | 245751 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 148 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 977996 |
| Net assets as of the end of the plan year | 2024-10-15 | 3221421 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3211203 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 400000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 400247 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 354070 |
| Plan net income in this plan year | 2024-10-15 | 10218 |
| Net assets as of the end of the plan year | 2024-10-15 | 3221421 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3211203 |
| Employer contributions to plan in this plan year | 2024-10-15 | 233897 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 72 |