401k Plan data: MENTAL HEALTH ASSOCIATION OF SEPA plan

MENTAL HEALTH ASSOCIATION OF SEPA 401k Plan overview

Plan Name	MENTAL HEALTH ASSOCIATION OF SEPA
Plan identification number	002

MENTAL HEALTH ASSOCIATION OF SEPA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MENTAL HEALTH PARTNERSHIPS has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH PARTNERSHIPS

Employer identification number (EIN): 231425035

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

Additional information about MENTAL HEALTH PARTNERSHIPS

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 228184

More information about MENTAL HEALTH PARTNERSHIPS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION OF SEPA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 CHRISTOPHER NASTO
002 2015-07-01 CHRISTOPHER NASTO CHRISTOPHER NASTO 2017-04-12
002 2014-07-01 CHRISTOPHER NASTO CHRISTOPHER NASTO 2016-04-15
002 2013-07-01 RITA DAME RITA DAME 2015-02-23
002 2012-07-01 RITA DAME RITA DAME 2014-01-23
002 2011-07-01 RITA DAME RITA DAME 2013-04-10
002 2009-07-01 RITA BURNS RITA BURNS 2011-04-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	CHRISTOPHER NASTO
002	2015-07-01	CHRISTOPHER NASTO	CHRISTOPHER NASTO	2017-04-12
002	2014-07-01	CHRISTOPHER NASTO	CHRISTOPHER NASTO	2016-04-15
002	2013-07-01	RITA DAME	RITA DAME	2015-02-23
002	2012-07-01	RITA DAME	RITA DAME	2014-01-23
002	2011-07-01	RITA DAME	RITA DAME	2013-04-10
002	2009-07-01	RITA BURNS	RITA BURNS	2011-04-08

Plan Statistics for MENTAL HEALTH ASSOCIATION OF SEPA

401k plan membership statisitcs for MENTAL HEALTH ASSOCIATION OF SEPA

Measure Date Value
2022: MENTAL HEALTH ASSOCIATION OF SEPA 2022 401k membership
Total participants, beginning-of-year 2022-07-01 246
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 150
Number of retired or separated participants receiving benefits 2022-07-01 1
Number of other retired or separated participants entitled to future benefits 2022-07-01 64
Total of all active and inactive participants 2022-07-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 216
Number of participants with account balances 2022-07-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: MENTAL HEALTH ASSOCIATION OF SEPA 2021 401k membership
Total participants, beginning-of-year 2021-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 141
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 103
Total of all active and inactive participants 2021-07-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 246
Number of participants with account balances 2021-07-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MENTAL HEALTH ASSOCIATION OF SEPA 2020 401k membership
Total participants, beginning-of-year 2020-07-01 308
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 175
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 87
Total of all active and inactive participants 2020-07-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 10
Total participants 2020-07-01 273
Number of participants with account balances 2020-07-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 7
2019: MENTAL HEALTH ASSOCIATION OF SEPA 2019 401k membership
Total participants, beginning-of-year 2019-07-01 354
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 222
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 85
Total of all active and inactive participants 2019-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 308
Number of participants with account balances 2019-07-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: MENTAL HEALTH ASSOCIATION OF SEPA 2018 401k membership
Total participants, beginning-of-year 2018-07-01 315
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 282
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 70
Total of all active and inactive participants 2018-07-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 354
Number of participants with account balances 2018-07-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: MENTAL HEALTH ASSOCIATION OF SEPA 2017 401k membership
Total participants, beginning-of-year 2017-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 264
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 51
Total of all active and inactive participants 2017-07-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 315
Number of participants with account balances 2017-07-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 13
2016: MENTAL HEALTH ASSOCIATION OF SEPA 2016 401k membership
Total participants, beginning-of-year 2016-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 253
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 36
Total of all active and inactive participants 2016-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 289
Number of participants with account balances 2016-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 6
2015: MENTAL HEALTH ASSOCIATION OF SEPA 2015 401k membership
Total participants, beginning-of-year 2015-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 223
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 26
Total of all active and inactive participants 2015-07-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 250
Number of participants with account balances 2015-07-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 5
2014: MENTAL HEALTH ASSOCIATION OF SEPA 2014 401k membership
Total participants, beginning-of-year 2014-07-01 267
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 252
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 14
Total of all active and inactive participants 2014-07-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 2
Total participants 2014-07-01 268
Number of participants with account balances 2014-07-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 6
2013: MENTAL HEALTH ASSOCIATION OF SEPA 2013 401k membership
Total participants, beginning-of-year 2013-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 260
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 7
Total of all active and inactive participants 2013-07-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 268
Number of participants with account balances 2013-07-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 6
2012: MENTAL HEALTH ASSOCIATION OF SEPA 2012 401k membership
Total participants, beginning-of-year 2012-07-01 254
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 247
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 4
Total of all active and inactive participants 2012-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 251
Number of participants with account balances 2012-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 15
2011: MENTAL HEALTH ASSOCIATION OF SEPA 2011 401k membership
Total participants, beginning-of-year 2011-07-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 252
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 7
Total of all active and inactive participants 2011-07-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 261
Number of participants with account balances 2011-07-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 22
2009: MENTAL HEALTH ASSOCIATION OF SEPA 2009 401k membership
Total participants, beginning-of-year 2009-07-01 325
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 255
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 8
Total of all active and inactive participants 2009-07-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 263
Number of participants with account balances 2009-07-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 61

Measure	Date	Value
2022: MENTAL HEALTH ASSOCIATION OF SEPA 2022 401k membership
Total participants, beginning-of-year	2022-07-01	246
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	150
Number of retired or separated participants receiving benefits	2022-07-01	1
Number of other retired or separated participants entitled to future benefits	2022-07-01	64
Total of all active and inactive participants	2022-07-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	216
Number of participants with account balances	2022-07-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: MENTAL HEALTH ASSOCIATION OF SEPA 2021 401k membership
Total participants, beginning-of-year	2021-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	141
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	103
Total of all active and inactive participants	2021-07-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	246
Number of participants with account balances	2021-07-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MENTAL HEALTH ASSOCIATION OF SEPA 2020 401k membership
Total participants, beginning-of-year	2020-07-01	308
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	175
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	87
Total of all active and inactive participants	2020-07-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	10
Total participants	2020-07-01	273
Number of participants with account balances	2020-07-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	7
2019: MENTAL HEALTH ASSOCIATION OF SEPA 2019 401k membership
Total participants, beginning-of-year	2019-07-01	354
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	222
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	85
Total of all active and inactive participants	2019-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	308
Number of participants with account balances	2019-07-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: MENTAL HEALTH ASSOCIATION OF SEPA 2018 401k membership
Total participants, beginning-of-year	2018-07-01	315
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	282
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	70
Total of all active and inactive participants	2018-07-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	354
Number of participants with account balances	2018-07-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: MENTAL HEALTH ASSOCIATION OF SEPA 2017 401k membership
Total participants, beginning-of-year	2017-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	264
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	51
Total of all active and inactive participants	2017-07-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	315
Number of participants with account balances	2017-07-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	13
2016: MENTAL HEALTH ASSOCIATION OF SEPA 2016 401k membership
Total participants, beginning-of-year	2016-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	253
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	36
Total of all active and inactive participants	2016-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	289
Number of participants with account balances	2016-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	6
2015: MENTAL HEALTH ASSOCIATION OF SEPA 2015 401k membership
Total participants, beginning-of-year	2015-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	223
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	26
Total of all active and inactive participants	2015-07-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	250
Number of participants with account balances	2015-07-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	5
2014: MENTAL HEALTH ASSOCIATION OF SEPA 2014 401k membership
Total participants, beginning-of-year	2014-07-01	267
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	252
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	14
Total of all active and inactive participants	2014-07-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	2
Total participants	2014-07-01	268
Number of participants with account balances	2014-07-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	6
2013: MENTAL HEALTH ASSOCIATION OF SEPA 2013 401k membership
Total participants, beginning-of-year	2013-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	260
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	7
Total of all active and inactive participants	2013-07-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	268
Number of participants with account balances	2013-07-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	6
2012: MENTAL HEALTH ASSOCIATION OF SEPA 2012 401k membership
Total participants, beginning-of-year	2012-07-01	254
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	247
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	4
Total of all active and inactive participants	2012-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	251
Number of participants with account balances	2012-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	15
2011: MENTAL HEALTH ASSOCIATION OF SEPA 2011 401k membership
Total participants, beginning-of-year	2011-07-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	252
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	7
Total of all active and inactive participants	2011-07-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	261
Number of participants with account balances	2011-07-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	22
2009: MENTAL HEALTH ASSOCIATION OF SEPA 2009 401k membership
Total participants, beginning-of-year	2009-07-01	325
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	255
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	8
Total of all active and inactive participants	2009-07-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	263
Number of participants with account balances	2009-07-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	61

Financial Data on MENTAL HEALTH ASSOCIATION OF SEPA

Measure	Date	Value
2023 : MENTAL HEALTH ASSOCIATION OF SEPA 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$998,455
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,064,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,016,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$425,187
Value of total assets at end of year	2023-06-30	$5,314,821
Value of total assets at beginning of year	2023-06-30	$5,380,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$47,395
Total interest from all sources	2023-06-30	$1,520
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$159,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$159,264
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$265,877
Participant contributions at end of year	2023-06-30	$44,777
Participant contributions at beginning of year	2023-06-30	$43,048
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$4,706
Administrative expenses (other) incurred	2023-06-30	$5,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$-65,928
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$5,314,821
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$5,380,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$41,914
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$5,168,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$5,245,364
Interest on participant loans	2023-06-30	$1,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$80,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$77,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$412,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$154,604
Employer contributions (assets) at end of year	2023-06-30	$21,226
Employer contributions (assets) at beginning of year	2023-06-30	$15,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,016,988
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-06-30	410746749
2022 : MENTAL HEALTH ASSOCIATION OF SEPA 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-13,279
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,139,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,085,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$654,553
Value of total assets at end of year	2022-06-30	$5,380,749
Value of total assets at beginning of year	2022-06-30	$6,533,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$54,817
Total interest from all sources	2022-06-30	$1,160
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$270,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$270,826
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$283,434
Participant contributions at end of year	2022-06-30	$43,048
Participant contributions at beginning of year	2022-06-30	$24,387
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$258,815
Administrative expenses (other) incurred	2022-06-30	$41,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,153,243
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,380,749
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,533,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$11,518
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,245,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,039,806
Interest on participant loans	2022-06-30	$1,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$77,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$339,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-939,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$112,304
Employer contributions (assets) at end of year	2022-06-30	$15,279
Employer contributions (assets) at beginning of year	2022-06-30	$130,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,085,147
Contract administrator fees	2022-06-30	$1,375
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-06-30	410746749
2021 : MENTAL HEALTH ASSOCIATION OF SEPA 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,885,014
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,184,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,123,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$467,134
Value of total assets at end of year	2021-06-30	$6,533,992
Value of total assets at beginning of year	2021-06-30	$5,833,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$61,089
Total interest from all sources	2021-06-30	$1,783
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$194,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$194,417
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$324,892
Participant contributions at end of year	2021-06-30	$24,387
Participant contributions at beginning of year	2021-06-30	$45,599
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$7,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$700,879
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,533,992
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,833,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$61,089
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,039,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$5,006,887
Interest on participant loans	2021-06-30	$1,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$339,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$461,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,221,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$134,943
Employer contributions (assets) at end of year	2021-06-30	$130,038
Employer contributions (assets) at beginning of year	2021-06-30	$318,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,123,046
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BBD, LLP
Accountancy firm EIN	2021-06-30	232896692
2020 : MENTAL HEALTH ASSOCIATION OF SEPA 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$758,839
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$608,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$545,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$536,166
Value of total assets at end of year	2020-06-30	$5,833,113
Value of total assets at beginning of year	2020-06-30	$5,682,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$63,294
Total interest from all sources	2020-06-30	$2,877
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$173,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$173,050
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$373,604
Participant contributions at end of year	2020-06-30	$45,599
Participant contributions at beginning of year	2020-06-30	$74,728
Administrative expenses (other) incurred	2020-06-30	$1,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$150,120
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,833,113
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,682,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$34,526
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$5,006,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,207,617
Interest on participant loans	2020-06-30	$2,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$461,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$244,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$46,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$162,562
Employer contributions (assets) at end of year	2020-06-30	$318,997
Employer contributions (assets) at beginning of year	2020-06-30	$156,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$545,425
Contract administrator fees	2020-06-30	$27,129
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BBD, LLP
Accountancy firm EIN	2020-06-30	232896692
2019 : MENTAL HEALTH ASSOCIATION OF SEPA 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$941,374
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$559,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$497,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$563,511
Value of total assets at end of year	2019-06-30	$5,682,993
Value of total assets at beginning of year	2019-06-30	$5,301,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$61,713
Total interest from all sources	2019-06-30	$4,159
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$212,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$212,301
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$395,314
Participant contributions at end of year	2019-06-30	$74,728
Participant contributions at beginning of year	2019-06-30	$87,565
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$6,317
Administrative expenses (other) incurred	2019-06-30	$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$381,803
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,682,993
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,301,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$35,528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,207,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,808,679
Interest on participant loans	2019-06-30	$4,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$244,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$259,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$161,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$161,880
Employer contributions (assets) at end of year	2019-06-30	$156,435
Employer contributions (assets) at beginning of year	2019-06-30	$145,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$497,858
Contract administrator fees	2019-06-30	$25,235
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BBD, LLP
Accountancy firm EIN	2019-06-30	232896692
2018 : MENTAL HEALTH ASSOCIATION OF SEPA 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$980,817
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$579,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$518,928
Expenses. Certain deemed distributions of participant loans	2018-06-30	$5,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$534,597
Value of total assets at end of year	2018-06-30	$5,301,190
Value of total assets at beginning of year	2018-06-30	$4,899,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$54,814
Total interest from all sources	2018-06-30	$5,133
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$188,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$188,159
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$385,850
Participant contributions at end of year	2018-06-30	$87,565
Participant contributions at beginning of year	2018-06-30	$95,492
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$3,354
Administrative expenses (other) incurred	2018-06-30	$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	2018-06-30	No
Value of net income/loss	2018-06-30	$401,365
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,301,190
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,899,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$33,431
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,808,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,371,208
Interest on participant loans	2018-06-30	$5,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$259,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$291,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$252,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$145,393
Employer contributions (assets) at end of year	2018-06-30	$145,393
Employer contributions (assets) at beginning of year	2018-06-30	$141,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$518,928
Contract administrator fees	2018-06-30	$20,808
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BBD, LLP
Accountancy firm EIN	2018-06-30	232896692
2017 : MENTAL HEALTH ASSOCIATION OF SEPA 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,086,611
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$325,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$270,287
Expenses. Certain deemed distributions of participant loans	2017-06-30	$10,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$590,407
Value of total assets at end of year	2017-06-30	$4,899,825
Value of total assets at beginning of year	2017-06-30	$4,139,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$44,595
Total interest from all sources	2017-06-30	$2,941
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$123,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$123,515
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$363,782
Participant contributions at end of year	2017-06-30	$95,492
Participant contributions at beginning of year	2017-06-30	$57,049
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$14,806
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$84,837
Administrative expenses (other) incurred	2017-06-30	$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$760,758
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,899,825
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,139,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$28,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,662,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,559,560
Interest on participant loans	2017-06-30	$2,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$364,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$369,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$141,788
Employer contributions (assets) at end of year	2017-06-30	$141,788
Employer contributions (assets) at beginning of year	2017-06-30	$143,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$270,287
Contract administrator fees	2017-06-30	$15,780
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	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	TAIT WELLER & BAKER, LLP
Accountancy firm EIN	2017-06-30	231144520
2016 : MENTAL HEALTH ASSOCIATION OF SEPA 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$725,820
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$745,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$709,233
Expenses. Certain deemed distributions of participant loans	2016-06-30	$-565
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$718,187
Value of total assets at end of year	2016-06-30	$4,139,067
Value of total assets at beginning of year	2016-06-30	$4,158,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$36,700
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$8,753
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$44,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$44,313
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$379,655
Participant contributions at end of year	2016-06-30	$57,049
Participant contributions at beginning of year	2016-06-30	$42,609
Participant contributions at end of year	2016-06-30	$14,806
Participant contributions at beginning of year	2016-06-30	$15,163
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$195,375
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$290
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-19,548
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,139,067
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,158,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
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 year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,559,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,735,218
Interest on participant loans	2016-06-30	$2,465
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$6,288
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$364,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$262,297
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-45,433
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$143,157
Employer contributions (assets) at end of year	2016-06-30	$143,157
Employer contributions (assets) at beginning of year	2016-06-30	$103,328
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$708,943
Contract administrator fees	2016-06-30	$36,700
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2016-06-30	231144520
2015 : MENTAL HEALTH ASSOCIATION OF SEPA 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$811,647
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$516,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$478,746
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$703,718
Value of total assets at end of year	2015-06-30	$4,158,615
Value of total assets at beginning of year	2015-06-30	$3,863,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$37,803
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$10,718
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$48,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$48,970
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$374,860
Participant contributions at end of year	2015-06-30	$42,609
Participant contributions at beginning of year	2015-06-30	$65,894
Participant contributions at end of year	2015-06-30	$15,163
Participant contributions at beginning of year	2015-06-30	$16,016
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$225,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$295,098
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,158,615
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,863,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
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 year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,735,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,351,522
Interest on participant loans	2015-06-30	$2,501
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$8,217
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$262,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$330,648
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$48,241
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$103,328
Employer contributions (assets) at end of year	2015-06-30	$103,328
Employer contributions (assets) at beginning of year	2015-06-30	$99,437
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$478,746
Contract administrator fees	2015-06-30	$37,803
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	TAIT, WELL & BAKER, LLP
Accountancy firm EIN	2015-06-30	231144520
2014 : MENTAL HEALTH ASSOCIATION OF SEPA 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$984,595
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$401,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$366,781
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$481,316
Value of total assets at end of year	2014-06-30	$3,863,517
Value of total assets at beginning of year	2014-06-30	$3,280,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$34,507
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$11,181
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$39,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$39,993
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$378,892
Participant contributions at end of year	2014-06-30	$65,894
Participant contributions at beginning of year	2014-06-30	$57,246
Participant contributions at end of year	2014-06-30	$16,016
Participant contributions at beginning of year	2014-06-30	$15,786
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,987
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$583,307
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,863,517
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,280,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
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 year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,351,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,779,203
Interest on participant loans	2014-06-30	$2,134
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$9,047
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$330,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$277,040
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$452,105
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$99,437
Employer contributions (assets) at end of year	2014-06-30	$99,437
Employer contributions (assets) at beginning of year	2014-06-30	$150,935
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$366,781
Contract administrator fees	2014-06-30	$34,507
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2014-06-30	231144520
2013 : MENTAL HEALTH ASSOCIATION OF SEPA 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$810,072
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$263,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$235,995
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$502,308
Value of total assets at end of year	2013-06-30	$3,280,210
Value of total assets at beginning of year	2013-06-30	$2,733,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$27,786
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$9,118
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$40,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$40,126
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$345,087
Participant contributions at end of year	2013-06-30	$57,246
Participant contributions at beginning of year	2013-06-30	$43,130
Participant contributions at end of year	2013-06-30	$15,786
Participant contributions at beginning of year	2013-06-30	$12,897
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$6,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$546,291
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,280,210
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,733,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
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 year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,779,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,378,660
Interest on participant loans	2013-06-30	$1,878
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$7,240
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$277,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$212,959
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$258,520
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$150,935
Employer contributions (assets) at end of year	2013-06-30	$150,935
Employer contributions (assets) at beginning of year	2013-06-30	$86,273
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$235,995
Contract administrator fees	2013-06-30	$27,786
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	TAIT WELLER
Accountancy firm EIN	2013-06-30	231144520
2012 : MENTAL HEALTH ASSOCIATION OF SEPA 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$0
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$585,202
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$248,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$225,598
Expenses. Certain deemed distributions of participant loans	2012-06-30	$0
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$565,881
Value of total assets at end of year	2012-06-30	$2,733,919
Value of total assets at beginning of year	2012-06-30	$2,397,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$23,262
Total income from rents	2012-06-30	$0
Total interest from all sources	2012-06-30	$7,937
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$37,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$37,449
Administrative expenses professional fees incurred	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Amount of non-exempt transactions with any party-in-interest	2012-06-30	$0
Contributions received from participants	2012-06-30	$321,016
Participant contributions at end of year	2012-06-30	$43,130
Participant contributions at beginning of year	2012-06-30	$45,160
Participant contributions at end of year	2012-06-30	$12,897
Participant contributions at beginning of year	2012-06-30	$11,733
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$164,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$336,342
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,733,919
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,397,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
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 year	2012-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,378,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,046,623
Interest on participant loans	2012-06-30	$1,563
Income. Interest from loans (other than to participants)	2012-06-30	$0
Interest earned on other investments	2012-06-30	$6,374
Income. Interest from US Government securities	2012-06-30	$0
Income. Interest from corporate debt instruments	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$212,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$216,670
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-26,065
Net investment gain/loss from pooled separate accounts	2012-06-30	$0
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Net gain/loss from 103.12 investment entities	2012-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$80,218
Employer contributions (assets) at end of year	2012-06-30	$86,273
Employer contributions (assets) at beginning of year	2012-06-30	$77,391
Income. Dividends from preferred stock	2012-06-30	$0
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$225,598
Contract administrator fees	2012-06-30	$23,262
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	TAIT, WELLER AND BAKER, LLP
Accountancy firm EIN	2012-06-30	231144520
2011 : MENTAL HEALTH ASSOCIATION OF SEPA 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$0
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$747,512
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$487,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$466,055
Expenses. Certain deemed distributions of participant loans	2011-06-30	$0
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$362,327
Value of total assets at end of year	2011-06-30	$2,397,577
Value of total assets at beginning of year	2011-06-30	$2,137,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$21,869
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$8,820
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$39,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$39,075
Administrative expenses professional fees incurred	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Amount of non-exempt transactions with any party-in-interest	2011-06-30	$0
Contributions received from participants	2011-06-30	$276,594
Participant contributions at end of year	2011-06-30	$45,160
Participant contributions at beginning of year	2011-06-30	$40,515
Participant contributions at end of year	2011-06-30	$11,733
Participant contributions at beginning of year	2011-06-30	$12,121
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$8,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$0
Administrative expenses (other) incurred	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$259,588
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,397,577
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,137,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
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 year	2011-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-06-30	$0
Investment advisory and management fees	2011-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,046,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,796,636
Interest on participant loans	2011-06-30	$2,096
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$6,724
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$216,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$213,909
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$337,290
Net investment gain/loss from pooled separate accounts	2011-06-30	$0
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Net gain/loss from 103.12 investment entities	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$77,391
Employer contributions (assets) at end of year	2011-06-30	$77,391
Employer contributions (assets) at beginning of year	2011-06-30	$74,808
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$466,055
Contract administrator fees	2011-06-30	$21,869
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	TAIT WELLER & BAKER, LLP
Accountancy firm EIN	2011-06-30	231144520
2010 : MENTAL HEALTH ASSOCIATION OF SEPA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MENTAL HEALTH ASSOCIATION OF SEPA

2022: MENTAL HEALTH ASSOCIATION OF SEPA 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MENTAL HEALTH ASSOCIATION OF SEPA 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MENTAL HEALTH ASSOCIATION OF SEPA 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MENTAL HEALTH ASSOCIATION OF SEPA 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MENTAL HEALTH ASSOCIATION OF SEPA 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MENTAL HEALTH ASSOCIATION OF SEPA 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MENTAL HEALTH ASSOCIATION OF SEPA 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: MENTAL HEALTH ASSOCIATION OF SEPA 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MENTAL HEALTH ASSOCIATION OF SEPA 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MENTAL HEALTH ASSOCIATION OF SEPA 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MENTAL HEALTH ASSOCIATION OF SEPA 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MENTAL HEALTH ASSOCIATION OF SEPA 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: MENTAL HEALTH ASSOCIATION OF SEPA 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	187
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	217
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	226
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	274
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	303
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810506A

Policy instance

Insurance contract or identification number	810506A
Number of Individuals Covered	257
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	250
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,276
Total amount of fees paid to insurance company	USD $128
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $1,276
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	KESTRA INVESTMENT SERVICES LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	268
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,620
Total amount of fees paid to insurance company	USD $154
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $1,620
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	NFP ADVISOR SERVICES LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	268
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $14,778
Total amount of fees paid to insurance company	USD $2,689
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $13,280
Amount paid for insurance broker fees	2689
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	251
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $12,927
Total amount of fees paid to insurance company	USD $1,400
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $11,779
Amount paid for insurance broker fees	1400
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	261
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $5,975
Total amount of fees paid to insurance company	USD $3,266
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	256
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $4,832
Total amount of fees paid to insurance company	USD $5,283
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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Company Name:	MENTAL HEALTH PARTNERSHIPS
Employer identification number (EIN):	231425035
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	228184