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BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameBEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN
Plan identification number 001

BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 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 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

BEHAVIORAL HEALTH RESPONSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEHAVIORAL HEALTH RESPONSE, INC.
Employer identification number (EIN):431718980
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01PAT COLEMAN2016-01-22
0012013-07-01PAT COLEMAN2015-04-14
0012012-07-01PAT COLEMAN2014-04-15
0012011-07-01PAUL DE LEEUW2013-03-25
0012010-07-01PAUL DE LEEUW2012-04-16

Plan Statistics for BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2021: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01111
Total number of active participants reported on line 7a of the Form 55002021-07-01222
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0125
Total of all active and inactive participants2021-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01247
Number of participants with account balances2021-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01102
Total number of active participants reported on line 7a of the Form 55002020-07-0160
Number of retired or separated participants receiving benefits2020-07-0122
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0182
Number of participants with account balances2020-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01137
Total number of active participants reported on line 7a of the Form 55002019-07-0163
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0135
Total of all active and inactive participants2019-07-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0198
Number of participants with account balances2019-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01145
Total number of active participants reported on line 7a of the Form 55002018-07-01105
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01134
Number of participants with account balances2018-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
2017: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01135
Total number of active participants reported on line 7a of the Form 55002017-07-01116
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0118
Total of all active and inactive participants2017-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01134
Number of participants with account balances2017-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01135
Total number of active participants reported on line 7a of the Form 55002016-07-01109
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0114
Total of all active and inactive participants2016-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01123
Number of participants with account balances2016-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-015
2015: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01132
Total number of active participants reported on line 7a of the Form 55002015-07-01103
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01123
Number of participants with account balances2015-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017

Financial Data on BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,517
Total income from all sources (including contributions)2022-06-30$-189,308
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$195,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$170,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$286,919
Value of total assets at end of year2022-06-30$3,050,080
Value of total assets at beginning of year2022-06-30$3,434,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$24,313
Total interest from all sources2022-06-30$1,043
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$138,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$138,288
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$212,386
Participant contributions at end of year2022-06-30$18,507
Participant contributions at beginning of year2022-06-30$30,875
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$16,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$1,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,517
Total non interest bearing cash at end of year2022-06-30$1,790
Total non interest bearing cash at beginning of year2022-06-30$1,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-384,439
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,048,290
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,432,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$22,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,954,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,332,118
Interest on participant loans2022-06-30$1,043
Value of interest in common/collective trusts at end of year2022-06-30$2,695
Value of interest in common/collective trusts at beginning of year2022-06-30$11,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-615,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$57,821
Employer contributions (assets) at end of year2022-06-30$72,923
Employer contributions (assets) at beginning of year2022-06-30$57,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$170,818
Contract administrator fees2022-06-30$1,657
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30UHY LLP
Accountancy firm EIN2022-06-30200694403
2021 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,443
Total income from all sources (including contributions)2021-06-30$1,257,596
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$392,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$369,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$253,713
Value of total assets at end of year2021-06-30$3,434,246
Value of total assets at beginning of year2021-06-30$2,569,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$23,622
Total interest from all sources2021-06-30$736
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$124,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$124,718
Administrative expenses professional fees incurred2021-06-30$14,145
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$196,324
Participant contributions at end of year2021-06-30$30,875
Participant contributions at beginning of year2021-06-30$9,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,443
Total non interest bearing cash at end of year2021-06-30$1,517
Total non interest bearing cash at beginning of year2021-06-30$1,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$864,731
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,432,729
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,567,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$6,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,332,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,481,225
Interest on participant loans2021-06-30$736
Value of interest in common/collective trusts at end of year2021-06-30$11,849
Value of interest in common/collective trusts at beginning of year2021-06-30$5,872
Net investment gain or loss from common/collective trusts2021-06-30$878,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$57,389
Employer contributions (assets) at end of year2021-06-30$57,887
Employer contributions (assets) at beginning of year2021-06-30$71,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$369,243
Contract administrator fees2021-06-30$2,974
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PEAK AUDIT & ACCOUNTING
Accountancy firm EIN2021-06-30831056549
2020 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,443
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$355,189
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$70,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$48,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$308,044
Value of total assets at end of year2020-06-30$2,569,441
Value of total assets at beginning of year2020-06-30$2,283,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$21,848
Total interest from all sources2020-06-30$670
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$108,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$108,504
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$194,902
Participant contributions at end of year2020-06-30$9,066
Participant contributions at beginning of year2020-06-30$13,716
Participant contributions at beginning of year2020-06-30$65
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$48,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,443
Other income not declared elsewhere2020-06-30$1,712
Administrative expenses (other) incurred2020-06-30$4,566
Total non interest bearing cash at end of year2020-06-30$1,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$284,802
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,567,998
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,283,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$17,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,481,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,154,953
Interest on participant loans2020-06-30$670
Value of interest in common/collective trusts at end of year2020-06-30$5,872
Value of interest in common/collective trusts at beginning of year2020-06-30$2,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-63,815
Net investment gain or loss from common/collective trusts2020-06-30$74
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$64,791
Employer contributions (assets) at end of year2020-06-30$71,835
Employer contributions (assets) at beginning of year2020-06-30$112,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$48,539
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN2020-06-30831056549
2019 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$323,198
Total loss/gain on sale of assets2019-06-30$6,060
Total of all expenses incurred2019-06-30$39,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$18,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$228,076
Value of total assets at end of year2019-06-30$2,283,196
Value of total assets at beginning of year2019-06-30$1,999,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$20,530
Total interest from all sources2019-06-30$414
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$114,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$114,297
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$169,064
Participant contributions at end of year2019-06-30$13,716
Participant contributions at beginning of year2019-06-30$5,415
Participant contributions at end of year2019-06-30$65
Participant contributions at beginning of year2019-06-30$6,076
Other income not declared elsewhere2019-06-30$416
Administrative expenses (other) incurred2019-06-30$16,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$283,900
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,283,196
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,999,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$3,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,154,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,895,945
Interest on participant loans2019-06-30$414
Value of interest in common/collective trusts at end of year2019-06-30$2,423
Value of interest in common/collective trusts at beginning of year2019-06-30$38,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-26,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$59,012
Employer contributions (assets) at end of year2019-06-30$112,039
Employer contributions (assets) at beginning of year2019-06-30$53,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$18,768
Contract administrator fees2019-06-30$370
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$395,311
Aggregate carrying amount (costs) on sale of assets2019-06-30$389,251
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN2019-06-30831056549
2018 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$379,369
Total loss/gain on sale of assets2018-06-30$7,108
Total of all expenses incurred2018-06-30$66,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$44,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$209,873
Value of total assets at end of year2018-06-30$1,999,296
Value of total assets at beginning of year2018-06-30$1,685,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$21,905
Total interest from all sources2018-06-30$456
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$78,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$78,054
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$156,804
Participant contributions at end of year2018-06-30$5,415
Participant contributions at beginning of year2018-06-30$9,993
Participant contributions at end of year2018-06-30$6,076
Participant contributions at beginning of year2018-06-30$5,358
Other income not declared elsewhere2018-06-30$200
Administrative expenses (other) incurred2018-06-30$18,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$313,347
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,999,296
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,685,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$3,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,895,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,589,113
Interest on participant loans2018-06-30$456
Value of interest in common/collective trusts at end of year2018-06-30$38,791
Value of interest in common/collective trusts at beginning of year2018-06-30$35,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$83,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$53,069
Employer contributions (assets) at end of year2018-06-30$53,069
Employer contributions (assets) at beginning of year2018-06-30$46,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$44,117
Contract administrator fees2018-06-30$290
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$120,105
Aggregate carrying amount (costs) on sale of assets2018-06-30$112,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN2018-06-30831056549
2017 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$433,905
Total loss/gain on sale of assets2017-06-30$21,125
Total of all expenses incurred2017-06-30$127,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$108,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$190,596
Value of total assets at end of year2017-06-30$1,685,949
Value of total assets at beginning of year2017-06-30$1,379,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$18,260
Total interest from all sources2017-06-30$217
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$53,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$53,349
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$143,890
Participant contributions at end of year2017-06-30$9,993
Participant contributions at beginning of year2017-06-30$2,201
Participant contributions at end of year2017-06-30$5,358
Participant contributions at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$202
Administrative expenses (other) incurred2017-06-30$14,740
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$306,897
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,685,949
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,379,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$2,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,589,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,310,270
Interest on participant loans2017-06-30$217
Value of interest in common/collective trusts at end of year2017-06-30$35,026
Value of interest in common/collective trusts at beginning of year2017-06-30$27,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$168,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$46,706
Employer contributions (assets) at end of year2017-06-30$46,459
Employer contributions (assets) at beginning of year2017-06-30$38,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$108,748
Contract administrator fees2017-06-30$574
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$472,624
Aggregate carrying amount (costs) on sale of assets2017-06-30$451,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN2017-06-30831056549
2016 : BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$142,695
Total loss/gain on sale of assets2016-06-30$-11,774
Total of all expenses incurred2016-06-30$190,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$173,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$173,618
Value of total assets at end of year2016-06-30$1,379,052
Value of total assets at beginning of year2016-06-30$1,426,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$16,628
Total interest from all sources2016-06-30$46
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$60,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$60,252
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$134,960
Participant contributions at end of year2016-06-30$2,201
Participant contributions at beginning of year2016-06-30$1,238
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$132
Other income not declared elsewhere2016-06-30$103
Administrative expenses (other) incurred2016-06-30$13,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-47,641
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,379,052
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,426,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$2,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,310,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,363,853
Interest on participant loans2016-06-30$46
Value of interest in common/collective trusts at end of year2016-06-30$27,962
Value of interest in common/collective trusts at beginning of year2016-06-30$25,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-79,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$38,658
Employer contributions (assets) at end of year2016-06-30$38,619
Employer contributions (assets) at beginning of year2016-06-30$35,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$173,708
Contract administrator fees2016-06-30$343
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$275,969
Aggregate carrying amount (costs) on sale of assets2016-06-30$287,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PEAK AUDIT & ACCOUNTING LLC
Accountancy firm EIN2016-06-30831056549

Form 5500 Responses for BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN

2021: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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