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FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 401k Plan overview

Plan NameFOUR COUNTY COUNSELING CENTER RETIREMENT PLAN
Plan identification number 002

FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER INC DBA 4C HEALTH has sponsored the creation of one or more 401k plans.

Company Name:FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER INC DBA 4C HEALTH
Employer identification number (EIN):351362298
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01DIANA ELLIOTT2023-04-14
0022020-07-01DIANA ELLIOTT2022-04-06
0022019-07-01DIANA ELLIOTT2021-04-08
0022018-07-01JASON M. CADWELL2020-04-14
0022017-07-01JASON M. CADWELL2019-04-14
0022016-07-01
0022015-07-01JASON M. CADWELL
0022014-07-01JASON M. CADWELL
0022013-07-01JASON M. CADWELL
0022012-07-01DIANA ELLIOTT
0022011-07-01DIANA ELLIOTT2013-04-15 DIANA ELLIOTT2013-04-15
0022010-07-01LAWRENCE R ULRICH LAWRENCE R ULRICH2012-04-13
0022009-07-01LAWRENCE R. ULRICH LAWRENCE R. ULRICH2011-04-13

Plan Statistics for FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN

401k plan membership statisitcs for FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN

Measure Date Value
2021: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01498
Total number of active participants reported on line 7a of the Form 55002021-07-01399
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01132
Total of all active and inactive participants2021-07-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01531
Number of participants with account balances2021-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0159
2020: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01455
Total number of active participants reported on line 7a of the Form 55002020-07-01380
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01105
Total of all active and inactive participants2020-07-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01485
Number of participants with account balances2020-07-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0155
2019: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01467
Total number of active participants reported on line 7a of the Form 55002019-07-01362
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0193
Total of all active and inactive participants2019-07-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01455
Number of participants with account balances2019-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0132
2018: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01479
Total number of active participants reported on line 7a of the Form 55002018-07-01349
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01110
Total of all active and inactive participants2018-07-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01459
Number of participants with account balances2018-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0164
2017: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01461
Total number of active participants reported on line 7a of the Form 55002017-07-01352
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01126
Total of all active and inactive participants2017-07-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01478
Number of participants with account balances2017-07-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0139
2016: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01397
Total number of active participants reported on line 7a of the Form 55002016-07-01360
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0198
Total of all active and inactive participants2016-07-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01458
Number of participants with account balances2016-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0128
2015: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01385
Total number of active participants reported on line 7a of the Form 55002015-07-01316
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0177
Total of all active and inactive participants2015-07-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01394
Number of participants with account balances2015-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0125
2014: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01332
Total number of active participants reported on line 7a of the Form 55002014-07-01266
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01118
Total of all active and inactive participants2014-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01385
Number of participants with account balances2014-07-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
2013: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01350
Total number of active participants reported on line 7a of the Form 55002013-07-01243
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0188
Total of all active and inactive participants2013-07-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01331
Number of participants with account balances2013-07-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01339
Total number of active participants reported on line 7a of the Form 55002012-07-01233
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01117
Total of all active and inactive participants2012-07-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01350
Number of participants with account balances2012-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01320
Total number of active participants reported on line 7a of the Form 55002011-07-01223
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01116
Total of all active and inactive participants2011-07-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01339
Number of participants with account balances2011-07-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01318
Total number of active participants reported on line 7a of the Form 55002010-07-01212
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01108
Total of all active and inactive participants2010-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01320
Number of participants with account balances2010-07-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01323
Total number of active participants reported on line 7a of the Form 55002009-07-01208
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01110
Total of all active and inactive participants2009-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01318
Number of participants with account balances2009-07-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0114

Financial Data on FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN

Measure Date Value
2022 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$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$0
Total income from all sources (including contributions)2022-06-30$-158,568
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,128,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,043,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$918,842
Value of total assets at end of year2022-06-30$7,898,532
Value of total assets at beginning of year2022-06-30$9,185,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$84,808
Total interest from all sources2022-06-30$4,276
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$349,003
Participant contributions at end of year2022-06-30$122,871
Participant contributions at beginning of year2022-06-30$84,997
Total non interest bearing cash at end of year2022-06-30$11,172
Total non interest bearing cash at beginning of year2022-06-30$137,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,287,184
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,898,532
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,185,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,591,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,774,385
Interest on participant loans2022-06-30$4,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$26,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$27,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,081,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$569,839
Employer contributions (assets) at end of year2022-06-30$146,371
Employer contributions (assets) at beginning of year2022-06-30$161,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,043,808
Contract administrator fees2022-06-30$84,808
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BLUE & CO., LLC
Accountancy firm EIN2022-06-30351178661
2021 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$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$3,218,778
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,641,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,550,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$934,550
Value of total assets at end of year2021-06-30$9,185,716
Value of total assets at beginning of year2021-06-30$7,608,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$91,017
Total interest from all sources2021-06-30$5,945
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$351,318
Participant contributions at end of year2021-06-30$84,997
Participant contributions at beginning of year2021-06-30$127,544
Total non interest bearing cash at end of year2021-06-30$137,802
Total non interest bearing cash at beginning of year2021-06-30$17,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,577,117
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,185,716
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,608,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,774,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,275,243
Interest on participant loans2021-06-30$5,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$27,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$53,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,278,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$583,232
Employer contributions (assets) at end of year2021-06-30$161,096
Employer contributions (assets) at beginning of year2021-06-30$134,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,550,644
Contract administrator fees2021-06-30$91,017
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BLUE & CO., LLC
Accountancy firm EIN2021-06-30351178661
2020 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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$905,306
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,115,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,047,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$837,358
Value of total assets at end of year2020-06-30$7,608,599
Value of total assets at beginning of year2020-06-30$7,818,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$67,918
Total interest from all sources2020-06-30$5,766
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$359,743
Participant contributions at end of year2020-06-30$127,544
Participant contributions at beginning of year2020-06-30$137,907
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$12,786
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,144
Total non interest bearing cash at end of year2020-06-30$17,978
Total non interest bearing cash at beginning of year2020-06-30$7,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-210,185
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,608,599
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,818,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,275,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,460,915
Income. Interest from loans (other than to participants)2020-06-30$5,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$53,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$73,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$62,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$472,471
Employer contributions (assets) at end of year2020-06-30$134,110
Employer contributions (assets) at beginning of year2020-06-30$126,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,047,573
Contract administrator fees2020-06-30$67,918
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BLUE & CO., LLC
Accountancy firm EIN2020-06-30351178661
2019 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$1,158,238
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,301,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,224,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$765,852
Value of total assets at end of year2019-06-30$7,818,784
Value of total assets at beginning of year2019-06-30$7,961,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$76,883
Total interest from all sources2019-06-30$8,226
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$4,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$329,269
Participant contributions at end of year2019-06-30$137,907
Participant contributions at beginning of year2019-06-30$128,289
Participant contributions at end of year2019-06-30$12,786
Participant contributions at beginning of year2019-06-30$14,733
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$5,982
Total non interest bearing cash at end of year2019-06-30$7,432
Total non interest bearing cash at beginning of year2019-06-30$605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-142,841
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,818,784
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,961,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,460,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,605,554
Income. Interest from loans (other than to participants)2019-06-30$8,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$73,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$81,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$384,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$430,601
Employer contributions (assets) at end of year2019-06-30$126,273
Employer contributions (assets) at beginning of year2019-06-30$130,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,224,196
Contract administrator fees2019-06-30$76,883
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BLUE & CO., LLC
Accountancy firm EIN2019-06-30351178661
2018 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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$1,508,994
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$574,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$508,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$894,216
Value of total assets at end of year2018-06-30$7,961,625
Value of total assets at beginning of year2018-06-30$7,026,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$65,104
Total interest from all sources2018-06-30$6,920
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$4,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$378,812
Participant contributions at end of year2018-06-30$128,289
Participant contributions at beginning of year2018-06-30$98,133
Participant contributions at end of year2018-06-30$14,733
Participant contributions at beginning of year2018-06-30$14,038
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$16,158
Total non interest bearing cash at end of year2018-06-30$605
Total non interest bearing cash at beginning of year2018-06-30$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$934,931
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,961,625
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,026,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,605,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,690,893
Income. Interest from loans (other than to participants)2018-06-30$6,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$81,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$110,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$607,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$499,246
Employer contributions (assets) at end of year2018-06-30$130,870
Employer contributions (assets) at beginning of year2018-06-30$112,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$508,959
Contract administrator fees2018-06-30$65,104
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLUE & CO., LLC
Accountancy firm EIN2018-06-30351178661
2017 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$1,579,363
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$513,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$458,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$789,437
Value of total assets at end of year2017-06-30$7,026,694
Value of total assets at beginning of year2017-06-30$5,960,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$55,043
Total interest from all sources2017-06-30$4,412
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$4,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$358,496
Participant contributions at end of year2017-06-30$98,133
Participant contributions at beginning of year2017-06-30$85,705
Participant contributions at end of year2017-06-30$14,038
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$42,621
Total non interest bearing cash at end of year2017-06-30$781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,066,208
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,026,694
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,960,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,690,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,617,082
Income. Interest from loans (other than to participants)2017-06-30$4,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$110,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$173,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$785,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$388,320
Employer contributions (assets) at end of year2017-06-30$112,081
Employer contributions (assets) at beginning of year2017-06-30$84,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$458,112
Contract administrator fees2017-06-30$55,043
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLUE & CO., LLC
Accountancy firm EIN2017-06-30351178661
2016 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$161,212
Total income from all sources (including contributions)2016-06-30$685,259
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,155,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,101,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$735,911
Value of total assets at end of year2016-06-30$5,960,486
Value of total assets at beginning of year2016-06-30$6,591,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$53,446
Total interest from all sources2016-06-30$1,753
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$288,438
Participant contributions at end of year2016-06-30$85,705
Participant contributions at beginning of year2016-06-30$260,932
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$53,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$161,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-469,746
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,960,486
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,430,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,617,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,119,936
Interest on participant loans2016-06-30$1,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$173,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$210,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-52,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$393,833
Employer contributions (assets) at end of year2016-06-30$84,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,101,559
Contract administrator fees2016-06-30$53,446
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BLUE & CO., LLC
Accountancy firm EIN2016-06-30351178661
2015 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$161,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$238,407
Total income from all sources (including contributions)2015-06-30$889,758
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,010,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$958,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$712,446
Value of total assets at end of year2015-06-30$6,591,444
Value of total assets at beginning of year2015-06-30$6,789,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$52,677
Total interest from all sources2015-06-30$3,285
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$283,688
Participant contributions at end of year2015-06-30$260,932
Participant contributions at beginning of year2015-06-30$306,872
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$42,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$161,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$238,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-120,964
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,430,232
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,551,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,119,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,219,789
Interest on participant loans2015-06-30$3,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$210,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$262,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$174,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$386,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$958,045
Contract administrator fees2015-06-30$52,677
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BLUE & CO., LLC
Accountancy firm EIN2015-06-30351178661
2014 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$238,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$276,263
Total income from all sources (including contributions)2014-06-30$1,495,439
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,744,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,698,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$668,245
Value of total assets at end of year2014-06-30$6,789,603
Value of total assets at beginning of year2014-06-30$7,076,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$46,655
Total interest from all sources2014-06-30$2,670
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$257,252
Participant contributions at end of year2014-06-30$306,872
Participant contributions at beginning of year2014-06-30$276,263
Participant contributions at beginning of year2014-06-30$10,028
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$35,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$238,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$276,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-249,463
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,551,196
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,800,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,219,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,453,992
Interest on participant loans2014-06-30$2,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$262,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,251,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$824,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$375,435
Employer contributions (assets) at beginning of year2014-06-30$85,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,698,247
Contract administrator fees2014-06-30$46,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BLUE & CO.,LLC
Accountancy firm EIN2014-06-30351178661
2013 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$276,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$304,904
Total income from all sources (including contributions)2013-06-30$1,236,741
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,000,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,000,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$678,956
Value of total assets at end of year2013-06-30$7,076,922
Value of total assets at beginning of year2013-06-30$6,869,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$425
Total interest from all sources2013-06-30$112,651
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$4,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$263,460
Participant contributions at end of year2013-06-30$276,263
Participant contributions at beginning of year2013-06-30$304,904
Participant contributions at end of year2013-06-30$10,028
Participant contributions at beginning of year2013-06-30$11,382
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$42,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$276,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$304,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$236,165
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,800,659
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,564,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,453,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,287,646
Interest on participant loans2013-06-30$10,030
Interest earned on other investments2013-06-30$102,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,251,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,265,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$445,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$373,309
Employer contributions (assets) at end of year2013-06-30$85,268
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,000,151
Contract administrator fees2013-06-30$425
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLUE & CO., LLC
Accountancy firm EIN2013-06-30351178661
2012 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$304,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$252,304
Total income from all sources (including contributions)2012-06-30$774,695
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$485,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$484,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$710,418
Value of total assets at end of year2012-06-30$6,869,398
Value of total assets at beginning of year2012-06-30$6,527,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$701
Total interest from all sources2012-06-30$107,806
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$100,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$337,679
Participant contributions at end of year2012-06-30$304,904
Participant contributions at beginning of year2012-06-30$252,304
Participant contributions at end of year2012-06-30$11,382
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$304,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$252,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$289,136
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,564,494
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,275,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,287,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,289,177
Interest on participant loans2012-06-30$8,014
Interest earned on other investments2012-06-30$99,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,265,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,890,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-43,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$371,034
Employer contributions (assets) at beginning of year2012-06-30$95,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$484,858
Contract administrator fees2012-06-30$701
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLUE & CO., LLC
Accountancy firm EIN2012-06-30351178661
2011 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$252,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$240,306
Total income from all sources (including contributions)2011-06-30$1,380,723
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$296,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$295,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$589,553
Value of total assets at end of year2011-06-30$6,527,662
Value of total assets at beginning of year2011-06-30$5,431,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$698
Total interest from all sources2011-06-30$103,814
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$100,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$307,948
Participant contributions at end of year2011-06-30$252,304
Participant contributions at beginning of year2011-06-30$240,306
Participant contributions at beginning of year2011-06-30$10,660
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$76,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$252,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$240,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,084,214
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,275,358
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,191,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,289,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,517,934
Interest earned on other investments2011-06-30$103,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,890,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,584,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$687,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$204,772
Employer contributions (assets) at end of year2011-06-30$95,201
Employer contributions (assets) at beginning of year2011-06-30$77,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$295,811
Contract administrator fees2011-06-30$698
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE AND CO., LLC
Accountancy firm EIN2011-06-30351178661
2010 : FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN

2021: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FOUR COUNTY COUNSELING CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32558
Policy instance 1
Insurance contract or identification numberCR32558
Number of Individuals Covered3
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $91
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $91
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32558
Policy instance 1
Insurance contract or identification numberCR32558
Number of Individuals Covered3
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $196
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $196
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32558
Policy instance 1
Insurance contract or identification numberCR32558
Number of Individuals Covered6
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $290
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $290
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32558
Policy instance 1
Insurance contract or identification numberCR32558
Number of Individuals Covered8
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $356
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $356
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32558
Policy instance 1
Insurance contract or identification numberCR32558
Number of Individuals Covered9
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $459
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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