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TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

SPECTRUM HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOSEPH ROSE2024-10-15
0032022-01-01JOSEPH ROSE2024-02-15
0032021-01-01JOSEPH ROSE2022-10-17
0032020-01-01JOSEPH ROSE2021-10-13
0032019-01-01JOSEPH ROSE2020-10-14
0032018-01-01JOSEPH ROSE2019-08-27
0032017-01-01JOSEPH ROSE2018-10-12 JOSEPH ROSE2018-10-12
0032016-01-01JULIE SHAW2017-10-16 JULIE SHAW2017-10-16
0032015-01-01JANET LANGLOIS2016-10-12 JANET LANGLOIS2016-10-12
0032014-01-01JANET LANGLOIS2015-10-14 JANET LANGLOIS2015-10-14
0032013-01-01JANET LANGLOIS2014-10-14 JANET LANGLOIS2014-10-14
0032012-01-01JANET LANGLOIS2013-10-10 JANET LANGLOIS2013-10-10
0032011-01-01JANET LANGLOIS2012-10-11 JANET LANGLOIS2012-10-11
0032010-01-01JANET LANGLOIS2011-09-30 JANET LANGLOIS2011-09-30

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3031
Total number of particpants at end of year2025-07-3031
Number of Participants With Account Balances2025-07-3021
2024: TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1528
Total number of particpants at end of year2024-10-1528
Number of Participants With Account Balances2024-10-1523

Financial Data on TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC.

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 year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30164104
Net assets as of the end of the plan year2025-07-304052763
Total assets as of the beginning of the plan year2025-07-303221421
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30350344
Value of participant loans at end of plan year2025-07-3013646
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30399351
Plan net income in this plan year2025-07-30831342
Net assets as of the end of the plan year2025-07-304052763
Net assets as of the beginning of the plan year2025-07-303221421
Employer contributions to plan in this plan year2025-07-30245751
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30148
2024 : TAX DEFERRED ANNUITY PLAN OF SPECTRUM HEALTH SYSTEMS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15977996
Net assets as of the end of the plan year2024-10-153221421
Total assets as of the beginning of the plan year2024-10-153211203
Value of plan covered by a fidelity bond2024-10-15400000
Participant contributions to plan in this plan year2024-10-15400247
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15354070
Plan net income in this plan year2024-10-1510218
Net assets as of the end of the plan year2024-10-153221421
Net assets as of the beginning of the plan year2024-10-153211203
Employer contributions to plan in this plan year2024-10-15233897
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1572

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