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TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

SOUTHWESTERN MENTAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN MENTAL HEALTH CENTER, INC.
Employer identification number (EIN):410914354
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DENNIS GYBERG2024-07-31
0022022-01-01DENNIS GYBERG2023-07-31
0022021-01-01DENNIS GYBERG2022-04-20
0022020-01-01DENNIS GYBERG2021-05-27
0022019-01-01DENNIS GYBERG2020-03-11
0022018-01-01DENNIS GYBERG2019-05-23
0022017-01-01DENNIS GYBERG2018-06-08 DENNIS GYBERG2018-06-08
0022016-01-01DENNIS GYBERG2017-05-01 DENNIS GYBERG2017-05-01
0022015-01-01DENNIS GYBERG2016-07-05 DENNIS GYBERG2016-07-05
0022014-01-01DENNIS GYBERG2015-05-26 DENNIS GYBERG2015-05-26
0022013-01-01DENNIS GYBERG2014-07-25 DENNIS GYBERG2014-07-25
0022012-01-01DENNIS GYBERG2013-06-17 DENNIS GYBERG2013-06-17
0022011-01-01DENNIS GYBERG2012-04-24 DENNIS GYBERG2012-04-24
0022010-01-01DENNIS GYBERG2011-07-13 DENNIS GYBERG2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-25138
Total number of particpants at end of year2025-07-25154
Number of Participants With Account Balances2025-07-25119
2024: TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-31137
Total number of particpants at end of year2024-07-31138
Number of Participants With Account Balances2024-07-31112
2022: TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-20113
Total number of particpants at end of year2022-04-20108
Number of Participants With Account Balances2022-04-20108

Financial Data on TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-25995545
Net assets as of the end of the plan year2025-07-255193330
Total assets as of the beginning of the plan year2025-07-255257561
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-25132197
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-25658621
Plan net income in this plan year2025-07-25-64231
Net assets as of the end of the plan year2025-07-255193330
Net assets as of the beginning of the plan year2025-07-255257561
Employer contributions to plan in this plan year2025-07-25140496
Fees paid to broker by Benefit Provider2025-07-25199
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-25970
2024 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-31389483
Net assets as of the end of the plan year2024-07-315257561
Total assets as of the beginning of the plan year2024-07-314752663
Value of plan covered by a fidelity bond2024-07-31500000
Participant contributions to plan in this plan year2024-07-3199403
Value of participant loans at end of plan year2024-07-317398
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-312290
Other income to plan in this plan year2024-07-31670427
Plan net income in this plan year2024-07-31504898
Net assets as of the end of the plan year2024-07-315257561
Net assets as of the beginning of the plan year2024-07-314752663
Employer contributions to plan in this plan year2024-07-31122261
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31446
2022 : TAX DEFERRED ANNUITY PLAN OF SOUTHWESTERN MENTAL HEALTH CENTER,INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-200
Total liabilities as of the end of the plan year2022-04-200
Total liabilities as of the beginning of the plan year2022-04-200
Total expenses incurred by plan in this plan year2022-04-20439843
Net assets as of the end of the plan year2022-04-205819447
Total assets as of the beginning of the plan year2022-04-205310129
Value of plan covered by a fidelity bond2022-04-20500000
Participant contributions to plan in this plan year2022-04-20145179
Value of participant loans at end of plan year2022-04-2012565
Other expenses paid from plan in this plan year2022-04-20658
Other contributions to plan in this plan year2022-04-200
Other income to plan in this plan year2022-04-20663790
Plan net income in this plan year2022-04-20509318
Net assets as of the end of the plan year2022-04-205819447
Net assets as of the beginning of the plan year2022-04-205310129
Employer contributions to plan in this plan year2022-04-20140192
Fees paid to broker by Benefit Provider2022-04-20849

Potentially related plans

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