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THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN 401k Plan overview

Plan NameTHE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN
Plan identification number 001

THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE CENTER FOR MINDFULLNESS AND CBT has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR MINDFULLNESS AND CBT
Employer identification number (EIN):455506400
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-14
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-05-19
0012020-01-01CAROL HO2021-07-15

Plan Statistics for THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN

401k plan membership statisitcs for THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN

Measure Date Value
2025: THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1733
Total number of particpants at end of year2025-07-170
Number of Participants With Account Balances2025-07-170
2024: THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1426
Total number of particpants at end of year2024-05-1432
Number of Participants With Account Balances2024-05-1432

Financial Data on THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN

Measure Date Value
2025 : THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-17-243936
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-174199
Net assets as of the end of the plan year2025-07-170
Total assets as of the beginning of the plan year2025-07-17188361
Value of plan covered by a fidelity bond2025-07-17917471694
Participant contributions to plan in this plan year2025-07-1719794
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-1725421
Plan net income in this plan year2025-07-1755575
Net assets as of the end of the plan year2025-07-170
Net assets as of the beginning of the plan year2025-07-17188361
Value of contributions failed to transmitted timely2025-07-170
Employer contributions to plan in this plan year2025-07-1714559
Fees paid to broker by Benefit Provider2025-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17357
2024 : THE CENTER FOR MINDFULNESS AND CBT LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-1412883
Net assets as of the end of the plan year2024-05-14188361
Total assets as of the beginning of the plan year2024-05-14107581
Value of plan covered by a fidelity bond2024-05-14705050000
Participant contributions to plan in this plan year2024-05-1439449
Other expenses paid from plan in this plan year2024-05-140
Other contributions to plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-1424170
Plan net income in this plan year2024-05-1480780
Net assets as of the end of the plan year2024-05-14188361
Net assets as of the beginning of the plan year2024-05-14107581
Value of contributions failed to transmitted timely2024-05-140
Employer contributions to plan in this plan year2024-05-1430044
Fees paid to broker by Benefit Provider2024-05-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-14655

Potentially related plans

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