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MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 401k Plan overview

Plan NameMENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST
Plan identification number 001

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC
Employer identification number (EIN):141402059
NAIC Classification:624200

Additional information about MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1954-07-30
Company Identification Number: 89596
Legal Registered Office Address: 253 MANSION STREET SUITE 201
Dutchess
POUGHKEEPSIE
United States of America (USA)
126012623

More information about MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW O'GRADY
0012016-01-01ANDREW O'GRADY
0012015-01-01ANDREW O'GRADY
0012014-01-01ANDREW O'GRADY
0012013-01-01ANDREW O'GRADY
0012012-01-01ANDREW O'GRADY
0012011-01-01ANDREW O'GRADY
0012009-01-01JACQUELINE BROWNSTEIN

Plan Statistics for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST

401k plan membership statisitcs for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST

Measure Date Value
2022: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01338
Total number of active participants reported on line 7a of the Form 55002022-01-01242
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01290
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01279
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01259
Number of participants with account balances2021-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01209
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01227
Number of participants with account balances2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01131
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01124
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01121
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01112
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01114
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01127
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST

Measure Date Value
2022 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$695,087
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$129,989
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$502,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$452,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$936,498
Value of total assets at end of year2022-12-31$5,240,396
Value of total assets at beginning of year2022-12-31$4,917,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,637
Total interest from all sources2022-12-31$15,669
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,251
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$341,226
Participant contributions at end of year2022-12-31$162,328
Participant contributions at beginning of year2022-12-31$176,958
Participant contributions at end of year2022-12-31$10,914
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-372,270
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,240,396
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,917,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$352,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$169,319
Value of interest in pooled separate accounts at end of year2022-12-31$288,353
Value of interest in pooled separate accounts at beginning of year2022-12-31$73,577
Interest on participant loans2022-12-31$6,703
Interest earned on other investments2022-12-31$8,966
Value of interest in common/collective trusts at end of year2022-12-31$3,688,192
Value of interest in common/collective trusts at beginning of year2022-12-31$3,987,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$304,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$143,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,328
Net investment gain/loss from pooled separate accounts2022-12-31$-26,548
Net investment gain or loss from common/collective trusts2022-12-31$-753,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$593,166
Employer contributions (assets) at end of year2022-12-31$433,710
Employer contributions (assets) at beginning of year2022-12-31$366,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$452,622
Contract administrator fees2022-12-31$49,637
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RBT CPAS, LLP
Accountancy firm EIN2022-12-31141604297
2021 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,061,357
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$401,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$362,183
Value of total corrective distributions2021-12-31$433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,576,298
Value of total assets at end of year2021-12-31$4,917,579
Value of total assets at beginning of year2021-12-31$3,258,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,225
Total interest from all sources2021-12-31$11,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,320
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$281,781
Participant contributions at end of year2021-12-31$176,958
Participant contributions at beginning of year2021-12-31$182,577
Participant contributions at beginning of year2021-12-31$5,336
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$525,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,659,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,917,579
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,258,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$169,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,403
Value of interest in pooled separate accounts at end of year2021-12-31$73,577
Value of interest in pooled separate accounts at beginning of year2021-12-31$46,134
Interest on participant loans2021-12-31$7,389
Interest earned on other investments2021-12-31$4,008
Value of interest in common/collective trusts at end of year2021-12-31$3,987,425
Value of interest in common/collective trusts at beginning of year2021-12-31$2,657,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$143,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$274,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,213
Net investment gain/loss from pooled separate accounts2021-12-31$14,902
Net investment gain or loss from common/collective trusts2021-12-31$441,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$768,700
Employer contributions (assets) at end of year2021-12-31$366,446
Employer contributions (assets) at beginning of year2021-12-31$3,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$362,183
Contract administrator fees2021-12-31$39,225
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RBT CPAS LLP
Accountancy firm EIN2021-12-31141604297
2020 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$607,958
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$296,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$270,399
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$234,563
Value of total assets at end of year2020-12-31$3,258,063
Value of total assets at beginning of year2020-12-31$2,946,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,877
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$11,803
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$665
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$145,260
Participant contributions at end of year2020-12-31$182,577
Participant contributions at beginning of year2020-12-31$154,445
Participant contributions at end of year2020-12-31$5,336
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$311,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,258,063
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,946,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,174
Value of interest in pooled separate accounts at end of year2020-12-31$46,134
Value of interest in pooled separate accounts at beginning of year2020-12-31$36,848
Interest on participant loans2020-12-31$7,702
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$4,101
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,657,963
Value of interest in common/collective trusts at beginning of year2020-12-31$2,502,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$274,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,155
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,146
Net investment gain/loss from pooled separate accounts2020-12-31$6,934
Net investment gain or loss from common/collective trusts2020-12-31$333,847
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$89,303
Employer contributions (assets) at end of year2020-12-31$3,541
Employer contributions (assets) at beginning of year2020-12-31$176,812
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$270,399
Contract administrator fees2020-12-31$25,877
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RBT CPA'S LLP
Accountancy firm EIN2020-12-31141698408
2019 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 income from all sources (including contributions)2019-12-31$1,028,509
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$347,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$323,243
Expenses. Certain deemed distributions of participant loans2019-12-31$112
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$569,202
Value of total assets at end of year2019-12-31$2,946,381
Value of total assets at beginning of year2019-12-31$2,265,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,380
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$7,395
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$664
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$103,408
Participant contributions at end of year2019-12-31$154,445
Participant contributions at beginning of year2019-12-31$132,622
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,542
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$680,774
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,946,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,265,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,925
Value of interest in pooled separate accounts at end of year2019-12-31$36,848
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,272
Interest on participant loans2019-12-31$7,240
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$155
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,502,947
Value of interest in common/collective trusts at beginning of year2019-12-31$2,087,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,719
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,943
Net investment gain/loss from pooled separate accounts2019-12-31$6,042
Net investment gain or loss from common/collective trusts2019-12-31$432,721
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$462,756
Employer contributions (assets) at end of year2019-12-31$176,812
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$323,243
Contract administrator fees2019-12-31$24,380
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RBT CPA LLP
Accountancy firm EIN2019-12-31141698408
2018 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-145,937
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$306,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$296,768
Expenses. Certain deemed distributions of participant loans2018-12-31$1,189
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$415
Value of total assets at end of year2018-12-31$2,265,607
Value of total assets at beginning of year2018-12-31$2,718,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,553
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$2,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$220
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$132,622
Participant contributions at beginning of year2018-12-31$57,849
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$415
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-30,586
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-452,447
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,265,607
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,718,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,422,966
Value of interest in pooled separate accounts at end of year2018-12-31$15,272
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$2,774
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$31
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,087,069
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,299
Net investment gain/loss from pooled separate accounts2018-12-31$-1,126
Net investment gain or loss from common/collective trusts2018-12-31$-114,366
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$237,239
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$296,768
Contract administrator fees2018-12-31$8,553
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RBT CPAS, LLP
Accountancy firm EIN2018-12-31141698408
2017 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$573,454
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$135,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$228,849
Value of total assets at end of year2017-12-31$2,718,054
Value of total assets at beginning of year2017-12-31$2,280,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,525
Total interest from all sources2017-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$21,232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$260,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$57,849
Participant contributions at beginning of year2017-12-31$60,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$437,676
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,718,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,280,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,422,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,985,110
Interest on participant loans2017-12-31$2,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$321,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$228,849
Employer contributions (assets) at end of year2017-12-31$237,239
Employer contributions (assets) at beginning of year2017-12-31$234,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,253
Contract administrator fees2017-12-31$6,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RBT CPA'S LLP
Accountancy firm EIN2017-12-31141698408
2016 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$0
Total income from all sources (including contributions)2016-12-31$407,201
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$83,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$248,208
Value of total assets at end of year2016-12-31$2,280,378
Value of total assets at beginning of year2016-12-31$1,957,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,470
Total interest from all sources2016-12-31$2,204
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,187
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$210,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$60,413
Participant contributions at beginning of year2016-12-31$78,564
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$323,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,280,378
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,957,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,985,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,662,277
Interest on participant loans2016-12-31$2,204
Income. Interest from loans (other than to participants)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$138,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,855
Employer contributions (assets) at end of year2016-12-31$234,855
Employer contributions (assets) at beginning of year2016-12-31$216,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,480
Contract administrator fees2016-12-31$1,470
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RBT CPA'S LLP
Accountancy firm EIN2016-12-31141698408
2015 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$196,815
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$137,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$212,114
Value of total assets at end of year2015-12-31$1,957,127
Value of total assets at beginning of year2015-12-31$1,898,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,380
Total interest from all sources2015-12-31$2,707
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,648
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$210,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$78,564
Participant contributions at beginning of year2015-12-31$87,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$59,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,957,127
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,898,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,662,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,611,608
Interest on participant loans2015-12-31$2,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-35,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$212,114
Employer contributions (assets) at end of year2015-12-31$216,286
Employer contributions (assets) at beginning of year2015-12-31$198,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,407
Contract administrator fees2015-12-31$1,380
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SEDORE & COMPANY
Accountancy firm EIN2015-12-31141698408
2014 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$283,493
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$146,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$143,728
Expenses. Certain deemed distributions of participant loans2014-12-31$1,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$198,529
Value of total assets at end of year2014-12-31$1,898,099
Value of total assets at beginning of year2014-12-31$1,761,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,025
Total interest from all sources2014-12-31$2,591
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$210,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$87,605
Participant contributions at beginning of year2014-12-31$92,007
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$136,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,898,099
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,761,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,611,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,481,643
Interest on participant loans2014-12-31$2,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$69,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$197,931
Employer contributions (assets) at end of year2014-12-31$198,886
Employer contributions (assets) at beginning of year2014-12-31$187,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$143,728
Contract administrator fees2014-12-31$2,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SEDORE & COMPANY
Accountancy firm EIN2014-12-31141698408
2013 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$423,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$141,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$187,641
Value of total assets at end of year2013-12-31$1,761,560
Value of total assets at beginning of year2013-12-31$1,484,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,305
Total interest from all sources2013-12-31$1,690
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,740
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$210,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$92,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$277,430
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,761,560
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,484,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,481,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,031,797
Interest on participant loans2013-12-31$1,690
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$278,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$223,209
Net investment gain or loss from common/collective trusts2013-12-31$425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$187,641
Employer contributions (assets) at end of year2013-12-31$187,910
Employer contributions (assets) at beginning of year2013-12-31$173,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$141,970
Contract administrator fees2013-12-31$4,305
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SEDORE & COMPANY, C.P.A.S., P.C.
Accountancy firm EIN2013-12-31141698408
2012 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$286,357
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$158,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$169,344
Value of total assets at end of year2012-12-31$1,484,130
Value of total assets at beginning of year2012-12-31$1,356,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,388
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$15,722
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$210,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$-7
Total non interest bearing cash at beginning of year2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$127,428
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,484,130
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,356,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,031,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$908,336
Value of interest in common/collective trusts at end of year2012-12-31$278,436
Value of interest in common/collective trusts at beginning of year2012-12-31$265,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$99,626
Net investment gain or loss from common/collective trusts2012-12-31$1,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$169,344
Employer contributions (assets) at end of year2012-12-31$173,897
Employer contributions (assets) at beginning of year2012-12-31$183,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,541
Contract administrator fees2012-12-31$1,395
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31B.N. THAKKAR CPA P.C.
Accountancy firm EIN2012-12-31455495839
2011 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$165,928
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$62,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$183,172
Value of total assets at end of year2011-12-31$1,356,702
Value of total assets at beginning of year2011-12-31$1,254,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$727
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,650
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$210,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at end of year2011-12-31$5
Total non interest bearing cash at beginning of year2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$102,601
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,356,702
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,254,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$908,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,059,487
Value of interest in common/collective trusts at end of year2011-12-31$265,189
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,357
Net investment gain or loss from common/collective trusts2011-12-31$3,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$183,172
Employer contributions (assets) at end of year2011-12-31$183,172
Employer contributions (assets) at beginning of year2011-12-31$194,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$62,600
Contract administrator fees2011-12-31$727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31B.N. THAKKAR CPA P.C.
Accountancy firm EIN2011-12-31455495839
2010 : MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$287,365
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$63,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$194,609
Value of total assets at end of year2010-12-31$1,254,101
Value of total assets at beginning of year2010-12-31$1,032,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,177
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,769
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$210,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$2,177
Total non interest bearing cash at end of year2010-12-31$5
Total non interest bearing cash at beginning of year2010-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$221,428
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,254,101
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,032,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,059,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$844,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$86,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$194,609
Employer contributions (assets) at end of year2010-12-31$194,609
Employer contributions (assets) at beginning of year2010-12-31$187,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$63,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KIRSHON & COMPANY, PC
Accountancy firm EIN2010-12-31141569720

Form 5500 Responses for MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST

2022: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC P/S AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,169
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,169
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627280
Policy instance 2
Insurance contract or identification number627280
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $352
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $352
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered259
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,150
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,150
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627280
Policy instance 2
Insurance contract or identification number627280
Number of Individuals Covered259
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $244
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $244
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered227
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $830
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $830
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627280
Policy instance 2
Insurance contract or identification number627280
Number of Individuals Covered227
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $154
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627280
Policy instance 2
Insurance contract or identification number627280
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $106
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106
Amount paid for insurance broker fees0
Insurance broker organization code?3

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