401k Plan data: CHESTNUT HEALTH 401(K) PLAN plan

CHESTNUT HEALTH 401(K) PLAN 401k Plan overview

Plan Name	CHESTNUT HEALTH 401(K) PLAN
Plan identification number	001

CHESTNUT HEALTH 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESTNUT HEALTH AND REHABILITATION GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHESTNUT HEALTH AND REHABILITATION GROUP, INC.

Employer identification number (EIN): 364778062

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESTNUT HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 GUY MURDOCK 2017-12-15
001 2016-01-01 GUY MURDOCK
001 2015-01-01 ROBERT WEBSTER
001 2014-07-01 SUSAN SHAIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	GUY MURDOCK	2017-12-15
001	2016-01-01	GUY MURDOCK
001	2015-01-01	ROBERT WEBSTER
001	2014-07-01	SUSAN SHAIN

Plan Statistics for CHESTNUT HEALTH 401(K) PLAN

401k plan membership statisitcs for CHESTNUT HEALTH 401(K) PLAN

Measure Date Value
2016: CHESTNUT HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHESTNUT HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,186
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,084
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 15
Total of all active and inactive participants 2015-01-01 1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,099
Number of participants with account balances 2015-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHESTNUT HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 900
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,177
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 2
Total of all active and inactive participants 2014-07-01 1,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,179
Number of participants with account balances 2014-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2016: CHESTNUT HEALTH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHESTNUT HEALTH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,186
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,084
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	15
Total of all active and inactive participants	2015-01-01	1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,099
Number of participants with account balances	2015-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHESTNUT HEALTH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	900
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,177
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	2
Total of all active and inactive participants	2014-07-01	1,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,179
Number of participants with account balances	2014-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on CHESTNUT HEALTH 401(K) PLAN

Measure	Date	Value
2016 : CHESTNUT HEALTH 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$185,494
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$987,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$977,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$143,372
Value of total assets at end of year	2016-12-31	$352
Value of total assets at beginning of year	2016-12-31	$802,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,646
Total interest from all sources	2016-12-31	$124
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$10,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$10,998
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,600,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$143,372
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$6,708
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$10,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-802,132
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$802,132
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$699,140
Interest on participant loans	2016-12-31	$124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$85,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$85,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$31,000
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	$977,980
Contract administrator fees	2016-12-31	$9,646
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	2016-12-31	Yes
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	Yes
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	MOORE STEPHENS LOVELACE
Accountancy firm EIN	2016-12-31	593070669
2015 : CHESTNUT HEALTH 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$323,232
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$14,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$13,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$316,437
Value of total assets at end of year	2015-12-31	$802,132
Value of total assets at beginning of year	2015-12-31	$493,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$975
Total interest from all sources	2015-12-31	$93
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$36,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$36,475
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,600,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$274,026
Participant contributions at end of year	2015-12-31	$6,708
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$42,411
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$10,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$309,066
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$802,132
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$493,066
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	$699,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$433,951
Interest on participant loans	2015-12-31	$93
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$85,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$59,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$59,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-29,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$13,191
Contract administrator fees	2015-12-31	$975
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	MOORE STEPHENS LOVELACE
Accountancy firm EIN	2015-12-31	593070669
2014 : CHESTNUT HEALTH 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$495,691
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$482,420
Value of total assets at end of year	2014-12-31	$493,066
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$60
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$15,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$15,452
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,600,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$75,022
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$407,398
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	$493,066
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$493,066
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
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	$433,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$59,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,565
Contract administrator fees	2014-12-31	$60
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	MOORE STEPHANS LOVELACE
Accountancy firm EIN	2014-12-31	593070669

Form 5500 Responses for CHESTNUT HEALTH 401(K) PLAN

2016: CHESTNUT HEALTH 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHESTNUT HEALTH 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHESTNUT HEALTH 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHESTNUT HEALTH AND REHABILITATION GROUP, INC.
Employer identification number (EIN):	364778062
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers