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FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameFAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST
Plan identification number 002

FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 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

FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE
Employer identification number (EIN):440666362
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01AMY SPAETH2022-10-13 AMY SPAETH2022-10-13
0022020-01-01AMY SPAETH2021-10-13 AMY SPAETH2021-10-13
0022019-01-01AMY SPAETH2020-10-07 AMY SPAETH2020-10-07
0022018-01-01AMY SPAETH2019-07-29 AMY SPAETH2019-07-29
0022017-01-01
0022016-01-01
0022015-01-01RAY WYNANT
0022014-01-01
0022013-01-01RAY WYNANT RAY WYNANT2014-07-23
0022012-01-01RAY WYNANT
0022011-01-01AMY SPAETH
0022009-01-01AMY SPAETH

Plan Statistics for FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01184
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01189
Total participants2021-01-01189
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01191
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01199
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01178
Total participants2018-01-01178
Number of participants with account balances2018-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01199
Total participants2017-01-01199
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01205
Total participants2016-01-01205
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01234
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01216
Total participants2015-01-01216
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01254
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01193
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01250
Total participants2013-01-01250
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01273
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01275
Number of participants with account balances2011-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01205
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-98,617
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$411,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$411,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$685,292
Value of total assets at end of year2022-12-31$3,760,104
Value of total assets at beginning of year2022-12-31$4,245,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$350
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$417,834
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,144
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,833
Total non interest bearing cash at beginning of year2022-12-31$491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-509,997
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,735,960
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,245,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,753,032
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,238,193
Net investment gain/loss from pooled separate accounts2022-12-31$-783,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$213,046
Employer contributions (assets) at end of year2022-12-31$5,239
Employer contributions (assets) at beginning of year2022-12-31$7,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$411,030
Contract administrator fees2022-12-31$350
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WELCH & ASSOCIATES
Accountancy firm EIN2022-12-31431794646
2021 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,051,516
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$433,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$432,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$594,050
Value of total assets at end of year2021-12-31$4,245,957
Value of total assets at beginning of year2021-12-31$3,627,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$400
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$358,153
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,079
Total non interest bearing cash at end of year2021-12-31$491
Total non interest bearing cash at beginning of year2021-12-31$3,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$618,489
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,245,957
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,627,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,238,193
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,623,723
Net investment gain/loss from pooled separate accounts2021-12-31$457,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$219,818
Employer contributions (assets) at end of year2021-12-31$7,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$432,627
Contract administrator fees2021-12-31$400
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WELCH & ASSOCIATES
Accountancy firm EIN2021-12-31431794646
2020 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,081,515
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$165,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$165,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$521,858
Value of total assets at end of year2020-12-31$3,627,468
Value of total assets at beginning of year2020-12-31$2,711,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$300
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$323,793
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,957
Total non interest bearing cash at end of year2020-12-31$3,745
Total non interest bearing cash at beginning of year2020-12-31$7,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$915,947
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,627,468
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,711,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$300
Value of interest in pooled separate accounts at end of year2020-12-31$3,623,723
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,699,786
Net investment gain/loss from pooled separate accounts2020-12-31$559,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$193,108
Employer contributions (assets) at beginning of year2020-12-31$4,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$165,268
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WELCH & ASSOCIATES
Accountancy firm EIN2020-12-31431794646
2019 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$140
Total income from all sources (including contributions)2019-12-31$1,017,559
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,110,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,110,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$469,990
Value of total assets at end of year2019-12-31$2,711,521
Value of total assets at beginning of year2019-12-31$2,804,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$297,725
Total non interest bearing cash at end of year2019-12-31$7,407
Total non interest bearing cash at beginning of year2019-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-93,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,711,521
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,804,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,699,786
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,800,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$225
Net investment gain/loss from pooled separate accounts2019-12-31$547,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$172,265
Employer contributions (assets) at end of year2019-12-31$4,328
Employer contributions (assets) at beginning of year2019-12-31$4,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,110,590
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WELCH & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31431794646
2018 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$275,813
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$266,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$266,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$472,543
Value of total assets at end of year2018-12-31$2,804,692
Value of total assets at beginning of year2018-12-31$2,795,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$263,453
Total non interest bearing cash at end of year2018-12-31$85
Total non interest bearing cash at beginning of year2018-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$56,420
Value of net income/loss2018-12-31$8,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,804,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,795,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,800,142
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,792,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1
Net investment gain/loss from pooled separate accounts2018-12-31$-196,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$152,670
Employer contributions (assets) at end of year2018-12-31$4,240
Employer contributions (assets) at beginning of year2018-12-31$3,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$266,868
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WELCH & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31431794646
2017 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$867,129
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$741,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$741,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$383,984
Value of total assets at end of year2017-12-31$2,795,607
Value of total assets at beginning of year2017-12-31$2,669,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$224,051
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,915
Total non interest bearing cash at end of year2017-12-31$85
Total non interest bearing cash at beginning of year2017-12-31$1,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$125,715
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,795,607
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,669,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,792,291
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,665,004
Net investment gain/loss from pooled separate accounts2017-12-31$483,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$131,018
Employer contributions (assets) at end of year2017-12-31$3,231
Employer contributions (assets) at beginning of year2017-12-31$3,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$741,414
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WELCH & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31431794646
2016 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$579,197
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$308,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$308,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$378,481
Value of total assets at end of year2016-12-31$2,669,892
Value of total assets at beginning of year2016-12-31$2,399,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$245,717
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,006
Total non interest bearing cash at end of year2016-12-31$1,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$270,253
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,669,892
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,399,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,665,004
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,354,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$40,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$40,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from pooled separate accounts2016-12-31$200,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$130,758
Employer contributions (assets) at end of year2016-12-31$3,779
Employer contributions (assets) at beginning of year2016-12-31$5,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$308,944
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WELCH & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31431794646
2015 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$380,153
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$467,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$467,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$367,700
Value of total assets at end of year2015-12-31$2,399,639
Value of total assets at beginning of year2015-12-31$2,486,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$245,952
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-87,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,399,639
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,486,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,354,297
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,445,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$40,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$35,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$35,180
Net investment gain/loss from pooled separate accounts2015-12-31$12,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$121,748
Employer contributions (assets) at end of year2015-12-31$5,255
Employer contributions (assets) at beginning of year2015-12-31$6,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$467,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WELCH & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31431794646
2014 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$478,761
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$144,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$144,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$335,385
Value of total assets at end of year2014-12-31$2,486,992
Value of total assets at beginning of year2014-12-31$2,152,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$219,017
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$2,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$334,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,486,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,152,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,445,322
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,113,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$35,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$31,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$31,825
Net investment gain/loss from pooled separate accounts2014-12-31$143,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,368
Employer contributions (assets) at end of year2014-12-31$6,490
Employer contributions (assets) at beginning of year2014-12-31$4,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$144,716
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WELCH & ASSOCIATES, L.L.C.
Accountancy firm EIN2014-12-31431794646
2013 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$662,124
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$306,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$306,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$265,783
Value of total assets at end of year2013-12-31$2,152,947
Value of total assets at beginning of year2013-12-31$1,797,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,572
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$296
Total non interest bearing cash at end of year2013-12-31$2,543
Total non interest bearing cash at beginning of year2013-12-31$20,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$355,764
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,152,947
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,797,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,113,627
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,747,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$31,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,584
Net investment gain/loss from pooled separate accounts2013-12-31$396,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$65,915
Employer contributions (assets) at end of year2013-12-31$4,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$306,360
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WELCH & ASSOCIATES
Accountancy firm EIN2013-12-31431794646
2012 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total transfer of assets to this plan2012-12-31$593
Total income from all sources (including contributions)2012-12-31$489,907
Total of all expenses incurred2012-12-31$498,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$497,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$257,244
Value of total assets at end of year2012-12-31$1,797,183
Value of total assets at beginning of year2012-12-31$1,806,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,510
Total interest from all sources2012-12-31$96
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$80,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$116
Administrative expenses (other) incurred2012-12-31$1,510
Total non interest bearing cash at end of year2012-12-31$20,901
Total non interest bearing cash at beginning of year2012-12-31$4,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-8,772
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,797,183
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,806,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,747,698
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,718,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,041
Net investment gain/loss from pooled separate accounts2012-12-31$232,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$176,624
Employer contributions (assets) at beginning of year2012-12-31$1,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$497,169
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WELCH & ASSOCIATES
Accountancy firm EIN2012-12-31431794646
2011 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$225,187
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$290,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$290,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$266,041
Value of total assets at end of year2011-12-31$1,806,611
Value of total assets at beginning of year2011-12-31$1,871,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$966
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$147,394
Participant contributions at beginning of year2011-12-31$16
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$137
Total non interest bearing cash at end of year2011-12-31$4,208
Total non interest bearing cash at beginning of year2011-12-31$9,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-65,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,806,611
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,871,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,718,932
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,740,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$42,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$42,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$77,568
Net investment gain/loss from pooled separate accounts2011-12-31$-41,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,529
Employer contributions (assets) at end of year2011-12-31$1,047
Employer contributions (assets) at beginning of year2011-12-31$1,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$290,469
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WELCH & ASSOCIATES, L.L.C.
Accountancy firm EIN2011-12-31431794646
2010 : FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$439,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$455,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$455,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$209,168
Value of total assets at end of year2010-12-31$1,871,893
Value of total assets at beginning of year2010-12-31$1,887,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4
Total interest from all sources2010-12-31$1,158
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$127,020
Participant contributions at end of year2010-12-31$16
Participant contributions at beginning of year2010-12-31$145
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$-778
Administrative expenses (other) incurred2010-12-31$4
Total non interest bearing cash at end of year2010-12-31$9,354
Total non interest bearing cash at beginning of year2010-12-31$5,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-15,621
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,871,893
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,887,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,740,751
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,506,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$42,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$124,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$124,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$77,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$73,323
Net investment gain/loss from pooled separate accounts2010-12-31$229,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$82,148
Employer contributions (assets) at end of year2010-12-31$1,985
Employer contributions (assets) at beginning of year2010-12-31$178,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$455,332
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WELCH & ASSOCIATES
Accountancy firm EIN2010-12-31431794646

Form 5500 Responses for FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST

2022: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered155
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $350
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees350
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered146
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $400
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered147
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $300
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees300
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered148
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered174
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered198
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered225
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Additional information about fees paid to insurance brokerTPA JH IRA R/O PAYMENT
Insurance broker organization code?5
Insurance broker nameWYNANT CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71135
Policy instance 1
Insurance contract or identification number71135
Number of Individuals Covered200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker organization code?6
Insurance broker nameBLACKROCK INVESTMENT MANAGEMENT LLC

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