401k Plan data: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT plan

NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 401k Plan overview

Plan Name	NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT
Plan identification number	002

NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

NORTHWEST IOWA MENTAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST IOWA MENTAL HEALTH CENTER

Employer identification number (EIN): 420840465

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 DANIEL RIES 2017-12-15 DANIEL RIES 2017-12-15
002 2015-07-01 KIM SCORZA 2016-11-03 DAN RIES 2016-11-03
002 2014-07-01 DAN RIES
002 2013-07-01 DANIEL RIES DANIEL RIES 2015-01-08
002 2012-07-01 DANIEL RIES
002 2011-07-01 DANIEL RIES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	DANIEL RIES	2017-12-15	DANIEL RIES	2017-12-15
002	2015-07-01	KIM SCORZA	2016-11-03	DAN RIES	2016-11-03
002	2014-07-01	DAN RIES
002	2013-07-01	DANIEL RIES		DANIEL RIES	2015-01-08
002	2012-07-01	DANIEL RIES
002	2011-07-01	DANIEL RIES

Plan Statistics for NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT

401k plan membership statisitcs for NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT

Measure Date Value
2021: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2021 401k membership
Total participants, beginning-of-year 2021-07-01 112
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 123
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 59
Total of all active and inactive participants 2021-07-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 182
Number of participants with account balances 2021-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 25
2020: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2020 401k membership
Total participants, beginning-of-year 2020-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 126
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 46
Total of all active and inactive participants 2020-07-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 172
Number of participants with account balances 2020-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2019 401k membership
Total participants, beginning-of-year 2019-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 121
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 31
Total of all active and inactive participants 2019-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 152
Number of participants with account balances 2019-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2018 401k membership
Total participants, beginning-of-year 2018-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 115
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 16
Total of all active and inactive participants 2018-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 131
Number of participants with account balances 2018-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2017 401k membership
Total participants, beginning-of-year 2017-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 143
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 15
Total of all active and inactive participants 2017-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 158
Number of participants with account balances 2017-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2014: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2014 401k membership
Total participants, beginning-of-year 2014-07-01 67
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 87
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 13
Total of all active and inactive participants 2014-07-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 100
Number of participants with account balances 2014-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2013 401k membership
Total participants, beginning-of-year 2013-07-01 70
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 60
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 15
Total of all active and inactive participants 2013-07-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 75
Number of participants with account balances 2013-07-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2012: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2012 401k membership
Total participants, beginning-of-year 2012-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 65
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 14
Total of all active and inactive participants 2012-07-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 79
Number of participants with account balances 2012-07-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 6
2011: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2011 401k membership
Total participants, beginning-of-year 2011-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 53
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 14
Total of all active and inactive participants 2011-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 67
Number of participants with account balances 2011-07-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 25

Measure	Date	Value
2021: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2021 401k membership
Total participants, beginning-of-year	2021-07-01	112
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	123
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	59
Total of all active and inactive participants	2021-07-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	182
Number of participants with account balances	2021-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	25
2020: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2020 401k membership
Total participants, beginning-of-year	2020-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	126
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	46
Total of all active and inactive participants	2020-07-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	172
Number of participants with account balances	2020-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2019 401k membership
Total participants, beginning-of-year	2019-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	121
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	31
Total of all active and inactive participants	2019-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	152
Number of participants with account balances	2019-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2018 401k membership
Total participants, beginning-of-year	2018-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	115
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	16
Total of all active and inactive participants	2018-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	131
Number of participants with account balances	2018-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2017 401k membership
Total participants, beginning-of-year	2017-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	143
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	15
Total of all active and inactive participants	2017-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	158
Number of participants with account balances	2017-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2014: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2014 401k membership
Total participants, beginning-of-year	2014-07-01	67
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	87
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	13
Total of all active and inactive participants	2014-07-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	100
Number of participants with account balances	2014-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2013 401k membership
Total participants, beginning-of-year	2013-07-01	70
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	60
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	15
Total of all active and inactive participants	2013-07-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	75
Number of participants with account balances	2013-07-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2012: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2012 401k membership
Total participants, beginning-of-year	2012-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	65
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	14
Total of all active and inactive participants	2012-07-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	79
Number of participants with account balances	2012-07-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	6
2011: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2011 401k membership
Total participants, beginning-of-year	2011-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	53
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	14
Total of all active and inactive participants	2011-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	67
Number of participants with account balances	2011-07-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	25

Financial Data on NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT

Measure	Date	Value
2022 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$85,827
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$51,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$43,229
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Value of total corrective distributions	2022-06-30	$7,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$353,625
Value of total assets at end of year	2022-06-30	$1,736,732
Value of total assets at beginning of year	2022-06-30	$1,702,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$990
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$7,345
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 year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$265,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$244,510
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$101,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$690
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$34,158
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,736,732
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,702,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,508,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,505,717
Interest on participant loans	2022-06-30	$0
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$7,345
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$227,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$196,857
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-275,143
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$7,563
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$43,229
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$300
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2022-06-30	450250958
2021 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$658,679
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$96,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$92,149
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Value of total corrective distributions	2021-06-30	$3,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$326,143
Value of total assets at end of year	2021-06-30	$1,702,574
Value of total assets at beginning of year	2021-06-30	$1,140,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$600
Total interest from all sources	2021-06-30	$5,207
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 year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$265,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$226,445
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$99,698
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$562,253
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,702,574
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,140,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,505,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$983,558
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$5,207
Value of interest in common/collective trusts at end of year	2021-06-30	$0
Value of interest in common/collective trusts at beginning of year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$196,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$156,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$327,329
Net investment gain or loss from common/collective trusts	2021-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$92,149
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2021-06-30	450250958
2020 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$671,436
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$20,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$20,210
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$643,721
Value of total assets at end of year	2020-06-30	$1,140,321
Value of total assets at beginning of year	2020-06-30	$489,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$100
Total interest from all sources	2020-06-30	$3,776
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 year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$265,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$215,029
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$318,235
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$650,982
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,140,321
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$489,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$983,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$387,681
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$0
Interest earned on other investments	2020-06-30	$3,776
Value of interest in common/collective trusts at end of year	2020-06-30	$0
Value of interest in common/collective trusts at beginning of year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$156,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$101,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$23,939
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$110,457
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$20,210
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2020-06-30	450250958
2019 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$41,399
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$65,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$56,445
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$17,457
Value of total assets at end of year	2019-06-30	$489,339
Value of total assets at beginning of year	2019-06-30	$513,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$9,150
Total interest from all sources	2019-06-30	$3,155
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 year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$265,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$17,457
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$9,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-24,196
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$489,339
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$513,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$387,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$406,090
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$0
Interest on participant loans	2019-06-30	$0
Interest earned on other investments	2019-06-30	$3,155
Value of interest in common/collective trusts at end of year	2019-06-30	$0
Value of interest in common/collective trusts at beginning of year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$101,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$107,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$20,787
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Assets. Invements in employer securities at end of year	2019-06-30	$0
Assets. Invements in employer securities at beginning of year	2019-06-30	$0
Contributions received in cash from employer	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$56,445
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2019-06-30	450250958
2018 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$40,889
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$40,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$40,269
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$13,953
Value of total assets at end of year	2018-06-30	$513,535
Value of total assets at beginning of year	2018-06-30	$512,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$3,130
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 year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$265,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$13,953
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$620
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$513,535
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$512,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$406,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$408,600
Value of interest in pooled separate accounts at end of year	2018-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$0
Interest on participant loans	2018-06-30	$0
Interest earned on other investments	2018-06-30	$3,130
Value of interest in common/collective trusts at end of year	2018-06-30	$0
Value of interest in common/collective trusts at beginning of year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$107,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$104,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$23,806
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at end of year	2018-06-30	$0
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$40,269
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2018-06-30	450250958
2015 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total income from all sources	2015-06-30	$34,399
Expenses. Total of all expenses incurred	2015-06-30	$86,060
Benefits paid (including direct rollovers)	2015-06-30	$86,060
Total plan assets at end of year	2015-06-30	$560,568
Total plan assets at beginning of year	2015-06-30	$612,229
Value of fidelity bond covering the plan	2015-06-30	$40,000
Total contributions received or receivable from participants	2015-06-30	$14,344
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$20,055
Net income (gross income less expenses)	2015-06-30	$-51,661
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$560,568
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$612,229
Assets. Value of participant loans	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$0
Amount contributed by the employer to the plan for this plan year	2015-06-30	$0
2014 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2014 401k financial data
Transfers to/from the plan	2014-06-30	$512
Total income from all sources	2014-06-30	$90,770
Expenses. Total of all expenses incurred	2014-06-30	$67,110
Benefits paid (including direct rollovers)	2014-06-30	$67,110
Total plan assets at end of year	2014-06-30	$612,229
Total plan assets at beginning of year	2014-06-30	$588,057
Value of fidelity bond covering the plan	2014-06-30	$40,000
Total contributions received or receivable from participants	2014-06-30	$16,407
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$74,363
Net income (gross income less expenses)	2014-06-30	$23,660
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$612,229
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$588,057
Assets. Value of participant loans	2014-06-30	$0
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
2013 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total income from all sources	2013-06-30	$103,725
Expenses. Total of all expenses incurred	2013-06-30	$251,763
Benefits paid (including direct rollovers)	2013-06-30	$251,763
Total plan assets at end of year	2013-06-30	$588,057
Total plan assets at beginning of year	2013-06-30	$736,095
Value of fidelity bond covering the plan	2013-06-30	$40,000
Total contributions received or receivable from participants	2013-06-30	$23,630
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$2,350
Other income received	2013-06-30	$77,745
Net income (gross income less expenses)	2013-06-30	$-148,038
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$588,057
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$736,095
Assets. Value of participant loans	2013-06-30	$0
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
2012 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total income from all sources	2012-06-30	$5,684
Expenses. Total of all expenses incurred	2012-06-30	$23,797
Benefits paid (including direct rollovers)	2012-06-30	$23,797
Total plan assets at end of year	2012-06-30	$736,095
Total plan assets at beginning of year	2012-06-30	$754,208
Value of fidelity bond covering the plan	2012-06-30	$40,000
Total contributions received or receivable from participants	2012-06-30	$25,504
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-19,820
Net income (gross income less expenses)	2012-06-30	$-18,113
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$736,095
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$754,208
Assets. Value of participant loans	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$0
2011 : NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total income from all sources	2011-06-30	$256,764
Expenses. Total of all expenses incurred	2011-06-30	$398,937
Benefits paid (including direct rollovers)	2011-06-30	$398,937
Total plan assets at end of year	2011-06-30	$754,208
Total plan assets at beginning of year	2011-06-30	$896,381
Value of fidelity bond covering the plan	2011-06-30	$40,000
Total contributions received or receivable from participants	2011-06-30	$46,139
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$428
Other income received	2011-06-30	$183,317
Net income (gross income less expenses)	2011-06-30	$-142,173
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$754,208
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$896,381
Assets. Value of participant loans	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$26,880
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0

Form 5500 Responses for NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT

2021: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	Yes
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2014: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
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)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: NORTHWEST IOWA MENTAL HEALTH CTR EE SAVINGS AND RETIREMENT 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

749889-01

Policy instance

Insurance contract or identification number	749889-01
Number of Individuals Covered	148
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $203
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $203
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-007803

Policy instance

Insurance contract or identification number	GA-007803
Number of Individuals Covered	126
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $6,195
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,195
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-007803

Policy instance

Insurance contract or identification number	GA-007803
Number of Individuals Covered	133
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $5,834
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,182
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-007803

Policy instance

Insurance contract or identification number	GA-007803
Number of Individuals Covered	29
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,887
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,887
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-007803

Policy instance

Insurance contract or identification number	GA-007803
Number of Individuals Covered	28
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $1,857
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NORTHWEST IOWA MENTAL HEALTH CENTER
Employer identification number (EIN):	420840465
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers