401k Plan data: BANYAN RETIREMENT PLAN plan

BANYAN RETIREMENT PLAN 401k Plan overview

Plan Name	BANYAN RETIREMENT PLAN
Plan identification number	002

BANYAN RETIREMENT PLAN 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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

BANYAN COMMUNITY HEALTH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: BANYAN COMMUNITY HEALTH FOUNDATION

Employer identification number (EIN): 262019697

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANYAN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 BRUCE HAYDEN
002 2011-01-01 BRUCE HAYDEN

Plan Statistics for BANYAN RETIREMENT PLAN

401k plan membership statisitcs for BANYAN RETIREMENT PLAN

Measure Date Value
2016: BANYAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 391
Number of retired or separated participants receiving benefits 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 85
Total of all active and inactive participants 2016-01-01 491
Total participants 2016-01-01 491
Number of participants with account balances 2016-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BANYAN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 629
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 100
Total of all active and inactive participants 2015-01-01 729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 729
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BANYAN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 470
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 499
Number of participants with account balances 2014-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: BANYAN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 701
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 501
Number of other retired or separated participants entitled to future benefits 2013-01-01 92
Total of all active and inactive participants 2013-01-01 593
Total participants 2013-01-01 593
Number of participants with account balances 2013-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: BANYAN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 616
Number of other retired or separated participants entitled to future benefits 2012-01-01 85
Total of all active and inactive participants 2012-01-01 701
Total participants 2012-01-01 701
Number of participants with account balances 2012-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BANYAN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 523
Number of retired or separated participants receiving benefits 2011-01-01 63
Total of all active and inactive participants 2011-01-01 586
Total participants 2011-01-01 586
Number of participants with account balances 2011-01-01 134

Measure	Date	Value
2016: BANYAN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	391
Number of retired or separated participants receiving benefits	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	85
Total of all active and inactive participants	2016-01-01	491
Total participants	2016-01-01	491
Number of participants with account balances	2016-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BANYAN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	629
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	100
Total of all active and inactive participants	2015-01-01	729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	729
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BANYAN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	470
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	499
Number of participants with account balances	2014-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: BANYAN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	701
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	501
Number of other retired or separated participants entitled to future benefits	2013-01-01	92
Total of all active and inactive participants	2013-01-01	593
Total participants	2013-01-01	593
Number of participants with account balances	2013-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: BANYAN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	616
Number of other retired or separated participants entitled to future benefits	2012-01-01	85
Total of all active and inactive participants	2012-01-01	701
Total participants	2012-01-01	701
Number of participants with account balances	2012-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BANYAN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	523
Number of retired or separated participants receiving benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	586
Total participants	2011-01-01	586
Number of participants with account balances	2011-01-01	134

Financial Data on BANYAN RETIREMENT PLAN

Measure	Date	Value
2016 : BANYAN RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$171,430
Total of all expenses incurred	2016-12-31	$73,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$73,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$129,550
Value of total assets at end of year	2016-12-31	$723,910
Value of total assets at beginning of year	2016-12-31	$625,575
Total interest from all sources	2016-12-31	$234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$128,465
Participant contributions at end of year	2016-12-31	$4,634
Participant contributions at beginning of year	2016-12-31	$7,993
Participant contributions at end of year	2016-12-31	$1,679
Participant contributions at beginning of year	2016-12-31	$4,364
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,085
Other income not declared elsewhere	2016-12-31	$728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$98,335
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$723,910
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$625,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$618,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$506,529
Value of interest in pooled separate accounts at end of year	2016-12-31	$60,787
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$56,935
Interest on participant loans	2016-12-31	$234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$38,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$49,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,402
Net investment gain/loss from pooled separate accounts	2016-12-31	$3,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$73,095
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PRAGER METIS CPAS, LLC
Accountancy firm EIN	2016-12-31	061667465
2015 : BANYAN RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$111,370
Total of all expenses incurred	2015-12-31	$25,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$25,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$126,260
Value of total assets at end of year	2015-12-31	$625,575
Value of total assets at beginning of year	2015-12-31	$539,212
Total interest from all sources	2015-12-31	$2,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$125,852
Participant contributions at end of year	2015-12-31	$7,993
Participant contributions at beginning of year	2015-12-31	$7,155
Participant contributions at end of year	2015-12-31	$4,364
Participant contributions at beginning of year	2015-12-31	$670
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$86,363
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$625,575
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$539,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$506,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$425,989
Value of interest in pooled separate accounts at end of year	2015-12-31	$56,935
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$57,211
Interest on participant loans	2015-12-31	$323
Interest earned on other investments	2015-12-31	$1,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$49,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$48,187
Net investment gain/loss from pooled separate accounts	2015-12-31	$-277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$25,007
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VIZCAINO ZOMERFIELD, LLP
Accountancy firm EIN	2015-12-31	650715836
2014 : BANYAN RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$127,017
Total of all expenses incurred	2014-12-31	$86,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$86,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$114,192
Value of total assets at end of year	2014-12-31	$539,212
Value of total assets at beginning of year	2014-12-31	$498,449
Total interest from all sources	2014-12-31	$193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$114,192
Participant contributions at end of year	2014-12-31	$7,155
Participant contributions at beginning of year	2014-12-31	$3,797
Participant contributions at end of year	2014-12-31	$670
Other income not declared elsewhere	2014-12-31	$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$40,763
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$539,212
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$498,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$425,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$391,910
Value of interest in pooled separate accounts at end of year	2014-12-31	$57,211
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$56,072
Interest on participant loans	2014-12-31	$193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$48,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$46,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,791
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$86,254
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VIZCAINO ZOMERFIELD, LLP
Accountancy firm EIN	2014-12-31	650715836
2013 : BANYAN RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,524
Total income from all sources (including contributions)	2013-12-31	$130,542
Total of all expenses incurred	2013-12-31	$25,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$24,160
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$82,108
Value of total assets at end of year	2013-12-31	$498,449
Value of total assets at beginning of year	2013-12-31	$407,842
Total interest from all sources	2013-12-31	$1,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$82,108
Participant contributions at end of year	2013-12-31	$3,797
Participant contributions at beginning of year	2013-12-31	$2,689
Participant contributions at beginning of year	2013-12-31	$3,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$14,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$105,131
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$498,449
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$393,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$391,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$308,782
Value of interest in pooled separate accounts at end of year	2013-12-31	$56,072
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$46,966
Interest on participant loans	2013-12-31	$1,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$46,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$46,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$35,507
Net investment gain/loss from pooled separate accounts	2013-12-31	$11,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$24,160
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VIZCAINO ZOMERFELD, LLP
Accountancy firm EIN	2013-12-31	650715836
2012 : BANYAN RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,524
Total income from all sources (including contributions)	2012-12-31	$115,249
Total of all expenses incurred	2012-12-31	$17,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$91,358
Value of total assets at end of year	2012-12-31	$407,842
Value of total assets at beginning of year	2012-12-31	$309,873
Total interest from all sources	2012-12-31	$62
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,558
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$91,358
Participant contributions at end of year	2012-12-31	$2,689
Participant contributions at beginning of year	2012-12-31	$2,873
Participant contributions at end of year	2012-12-31	$3,404
Participant contributions at beginning of year	2012-12-31	$4,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$14,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$14,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$97,969
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$393,318
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$295,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	Yes
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	2012-12-31	$2,689
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$308,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$214,692
Value of interest in pooled separate accounts at end of year	2012-12-31	$46,966
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$43,698
Interest on participant loans	2012-12-31	$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$46,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$44,551
Net gain/loss from 103.12 investment entities	2012-12-31	$22,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,280
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VICAINO, GITLIN AND ZOMERFELD, LLP
Accountancy firm EIN	2012-12-31	650715836
2011 : BANYAN RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,524
Total income from all sources (including contributions)	2011-12-31	$76,261
Total of all expenses incurred	2011-12-31	$30,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$30,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$74,065
Value of total assets at end of year	2011-12-31	$309,873
Value of total assets at beginning of year	2011-12-31	$249,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$182
Total interest from all sources	2011-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,363
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$74,065
Participant contributions at end of year	2011-12-31	$2,873
Participant contributions at beginning of year	2011-12-31	$3,190
Participant contributions at end of year	2011-12-31	$4,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$14,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$45,838
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$295,349
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$249,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$214,692
Value of interest in pooled separate accounts at end of year	2011-12-31	$43,698
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$141,116
Interest on participant loans	2011-12-31	$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$44,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$105,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,990
Net investment gain/loss from pooled separate accounts	2011-12-31	$4,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$30,241
Contract administrator fees	2011-12-31	$182
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	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VIZCAINO,GITLIN, AND ZOMERFELD, LLP
Accountancy firm EIN	2011-12-31	650715836

Form 5500 Responses for BANYAN RETIREMENT PLAN

2016: BANYAN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BANYAN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BANYAN RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BANYAN RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BANYAN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BANYAN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	36
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	40
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	40
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	40
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	44
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95778-02

Policy instance

Insurance contract or identification number	95778-02
Number of Individuals Covered	44
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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

Potentially related plans

BANYAN RETIREMENT PLAN [EIN = 650373584]

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Company Name:	BANYAN COMMUNITY HEALTH FOUNDATION
Employer identification number (EIN):	262019697
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers