401k Plan data: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN plan

MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN
Plan identification number	001

MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC.

Employer identification number (EIN): 141459512

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JENNIFER BANKS 2024-06-24 JENNIFER BANKS 2024-06-24
001 2022-01-01 JENNIFER BANKS 2023-06-12 JENNIFER BANKS 2023-06-12
001 2021-01-01 JENNIFER BANKS 2022-07-13 JENNIFER BANKS 2022-07-13
001 2020-01-01 LIZ CHLUS 2021-04-08 LIZ CHLUS 2021-04-08
001 2019-01-01
001 2017-01-01 LIZ CHLUS LIZ CHLUS 2018-07-31
001 2016-01-01 ELIZABETH CHLUS ELIZABETH CHLUS 2017-09-27
001 2015-01-01 LIZ CHLUS LIZ CHLUS 2016-09-12
001 2014-01-01 LIZ CHLUS LIZ CHLUS 2015-10-08
001 2013-01-01 LIZ CHLUS LIZ CHLUS 2014-09-18
001 2012-01-01 LIZ CHLUS
001 2011-01-01 LIZ CHLUS
001 2010-01-01 LIZ CHLUS
001 2009-01-01 LIZ CHLUS
001 2009-01-01 ELIZABETH CHLUS
001 2009-01-01 LIZ CHLUS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JENNIFER BANKS	2024-06-24	JENNIFER BANKS	2024-06-24
001	2022-01-01	JENNIFER BANKS	2023-06-12	JENNIFER BANKS	2023-06-12
001	2021-01-01	JENNIFER BANKS	2022-07-13	JENNIFER BANKS	2022-07-13
001	2020-01-01	LIZ CHLUS	2021-04-08	LIZ CHLUS	2021-04-08
001	2019-01-01
001	2017-01-01	LIZ CHLUS		LIZ CHLUS	2018-07-31
001	2016-01-01	ELIZABETH CHLUS		ELIZABETH CHLUS	2017-09-27
001	2015-01-01	LIZ CHLUS		LIZ CHLUS	2016-09-12
001	2014-01-01	LIZ CHLUS		LIZ CHLUS	2015-10-08
001	2013-01-01	LIZ CHLUS		LIZ CHLUS	2014-09-18
001	2012-01-01	LIZ CHLUS
001	2011-01-01	LIZ CHLUS
001	2010-01-01	LIZ CHLUS
001	2009-01-01	LIZ CHLUS
001	2009-01-01	ELIZABETH CHLUS
001	2009-01-01	LIZ CHLUS

Plan Statistics for MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN

Measure Date Value
2025: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-17 96
Total number of particpants at end of year 2025-07-17 81
Number of Participants With Account Balances 2025-07-17 79
2024: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-24 91
Total number of particpants at end of year 2024-06-24 85
Number of Participants With Account Balances 2024-06-24 83
2019: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 81
Number of participants with account balances 2019-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2017: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 115
Number of participants with account balances 2017-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 61
Total of all active and inactive participants 2016-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 110
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 66
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 120
Number of participants with account balances 2015-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 113
Number of participants with account balances 2014-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 71
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 43
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 114
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 63
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 57
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 121
Number of participants with account balances 2012-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 136
Number of participants with account balances 2011-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 85
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 37
Total of all active and inactive participants 2010-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 122
Number of participants with account balances 2010-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 79
Total of all active and inactive participants 2009-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2025: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-17	96
Total number of particpants at end of year	2025-07-17	81
Number of Participants With Account Balances	2025-07-17	79
2024: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-24	91
Total number of particpants at end of year	2024-06-24	85
Number of Participants With Account Balances	2024-06-24	83
2019: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	81
Number of participants with account balances	2019-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2017: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	115
Number of participants with account balances	2017-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	61
Total of all active and inactive participants	2016-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	110
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	66
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	120
Number of participants with account balances	2015-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	113
Number of participants with account balances	2014-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	71
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	43
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	114
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	63
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	57
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	121
Number of participants with account balances	2012-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	136
Number of participants with account balances	2011-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	85
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	37
Total of all active and inactive participants	2010-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	122
Number of participants with account balances	2010-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	79
Total of all active and inactive participants	2009-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2025 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-17	370410
Net assets as of the end of the plan year	2025-07-17	2303528
Total assets as of the beginning of the plan year	2025-07-17	2207318
Value of plan covered by a fidelity bond	2025-07-17	500000
Other expenses paid from plan in this plan year	2025-07-17	1650
Other income to plan in this plan year	2025-07-17	315750
Plan net income in this plan year	2025-07-17	96210
Net assets as of the end of the plan year	2025-07-17	2303528
Net assets as of the beginning of the plan year	2025-07-17	2207318
Employer contributions to plan in this plan year	2025-07-17	150870
Fees paid to broker by Benefit Provider	2025-07-17	4476
2024 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-24	363209
Net assets as of the end of the plan year	2024-06-24	2207318
Total assets as of the beginning of the plan year	2024-06-24	2087935
Value of plan covered by a fidelity bond	2024-06-24	500000
Other expenses paid from plan in this plan year	2024-06-24	1050
Other income to plan in this plan year	2024-06-24	331756
Plan net income in this plan year	2024-06-24	119383
Net assets as of the end of the plan year	2024-06-24	2207318
Net assets as of the beginning of the plan year	2024-06-24	2087935
Employer contributions to plan in this plan year	2024-06-24	150836
Fees paid to broker by Benefit Provider	2024-06-24	9988
2019 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$710,768
Total of all expenses incurred	2019-12-31	$498,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$494,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$126,194
Value of total assets at end of year	2019-12-31	$3,365,607
Value of total assets at beginning of year	2019-12-31	$3,153,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,900
Total interest from all sources	2019-12-31	$18,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$3,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$212,449
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,365,607
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,153,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,590,342
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,378,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$18,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$775,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$774,547
Net investment gain/loss from pooled separate accounts	2019-12-31	$565,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$126,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$494,419
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2019-12-31	202954888
2018 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$25,599
Total of all expenses incurred	2018-12-31	$308,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$305,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$163,387
Value of total assets at end of year	2018-12-31	$3,153,158
Value of total assets at beginning of year	2018-12-31	$3,436,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,575
Total interest from all sources	2018-12-31	$21,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$3,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-283,034
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,153,158
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,436,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,378,611
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,597,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$21,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$774,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$838,707
Net investment gain/loss from pooled separate accounts	2018-12-31	$-158,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$163,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$305,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2018-12-31	202954888
2017 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$651,961
Total of all expenses incurred	2017-12-31	$480,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$479,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$160,562
Value of total assets at end of year	2017-12-31	$3,436,192
Value of total assets at beginning of year	2017-12-31	$3,264,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,350
Total interest from all sources	2017-12-31	$18,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$1,260
Administrative expenses (other) incurred	2017-12-31	$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$171,423
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,436,192
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,264,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,597,485
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,419,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$18,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$838,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$845,247
Net investment gain/loss from pooled separate accounts	2017-12-31	$471,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$160,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$479,188
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2017-12-31	202954888
2016 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$360,622
Total of all expenses incurred	2016-12-31	$345,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$344,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$178,224
Value of total assets at end of year	2016-12-31	$3,264,769
Value of total assets at beginning of year	2016-12-31	$3,250,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,275
Total interest from all sources	2016-12-31	$17,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$50
Administrative expenses (other) incurred	2016-12-31	$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$14,700
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,264,769
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,250,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,419,522
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,486,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$17,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$845,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$763,536
Net investment gain/loss from pooled separate accounts	2016-12-31	$165,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$178,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$344,647
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2016-12-31	202954888
2015 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$214,294
Total of all expenses incurred	2015-12-31	$494,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$493,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$217,994
Value of total assets at end of year	2015-12-31	$3,250,069
Value of total assets at beginning of year	2015-12-31	$3,530,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,450
Total interest from all sources	2015-12-31	$17,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-280,432
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,250,069
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,530,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,486,533
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,779,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$17,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$763,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$750,574
Net investment gain/loss from pooled separate accounts	2015-12-31	$-21,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$217,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$493,276
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2015-12-31	202954888
2014 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$382,822
Total of all expenses incurred	2014-12-31	$86,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$85,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$199,797
Value of total assets at end of year	2014-12-31	$3,530,501
Value of total assets at beginning of year	2014-12-31	$3,234,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,569
Total interest from all sources	2014-12-31	$18,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$1,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$296,048
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,530,501
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,234,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,779,927
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,496,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$18,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$750,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$737,837
Net investment gain/loss from pooled separate accounts	2014-12-31	$164,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$199,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$85,205
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2014-12-31	202954888
2013 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$706,307
Total of all expenses incurred	2013-12-31	$322,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$320,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$192,957
Value of total assets at end of year	2013-12-31	$3,234,453
Value of total assets at beginning of year	2013-12-31	$2,850,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,505
Total interest from all sources	2013-12-31	$17,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other income not declared elsewhere	2013-12-31	$895
Administrative expenses (other) incurred	2013-12-31	$2,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$383,573
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,234,453
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,850,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,496,616
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,192,995
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$657,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$17,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$737,837
Net investment gain/loss from pooled separate accounts	2013-12-31	$494,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$192,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$320,229
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BRYANS & GRAMULGLIA, CPA, LLC
Accountancy firm EIN	2013-12-31	202954888
2012 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$524,419
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$437,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$435,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$213,964
Value of total assets at end of year	2012-12-31	$2,850,880
Value of total assets at beginning of year	2012-12-31	$2,763,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,165
Total interest from all sources	2012-12-31	$22,780
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$2,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$86,973
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,850,880
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,763,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,192,995
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,104,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$22,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$657,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$658,955
Net investment gain/loss from pooled separate accounts	2012-12-31	$287,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$213,964
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$435,281
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	BRYANS & GRAMUGLIA, CPA, LLC
Accountancy firm EIN	2012-12-31	202954888
2011 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$213,152
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$142,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$141,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$255,452
Value of total assets at end of year	2011-12-31	$2,763,907
Value of total assets at beginning of year	2011-12-31	$2,693,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$935
Total interest from all sources	2011-12-31	$21,250
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$70,562
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,763,907
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,693,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,104,952
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,013,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$21,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$658,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$678,748
Net investment gain/loss from pooled separate accounts	2011-12-31	$-63,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$255,452
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$141,655
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BRYANS & GRAMUGLIA, CPA, LLC
Accountancy firm EIN	2011-12-31	202954888
2010 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$491,894
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$325,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$322,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$239,190
Value of total assets at end of year	2010-12-31	$2,693,345
Value of total assets at beginning of year	2010-12-31	$2,527,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,530
Total interest from all sources	2010-12-31	$21,882
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$3,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$166,240
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,693,345
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,527,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,013,694
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,854,649
Interest earned on other investments	2010-12-31	$22,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$-223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$678,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$648,953
Net investment gain/loss from pooled separate accounts	2010-12-31	$230,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$239,190
Employer contributions (assets) at end of year	2010-12-31	$903
Employer contributions (assets) at beginning of year	2010-12-31	$23,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$322,124
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BRYANS & GRAMUGLIA, CPA, LLC
Accountancy firm EIN	2010-12-31	202954888
2009 : MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN

2019: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	81A400
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH0238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH0238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH0238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH0238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GH0238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GHO238
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	GHO238
Policy instance	1

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Company Name:	MENTAL HEALTH ASSOCIATION IN ULSTER COUNTY, INC.
Employer identification number (EIN):	141459512
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)