ORIGINS BEHAVIORAL HEALTHCARE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEHAVIORAL HEALTHCARE RETIREMENT PLAN
Measure | Date | Value |
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2017 : BEHAVIORAL HEALTHCARE RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,845,228 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $363,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $335,385 |
Value of total corrective distributions | 2017-12-31 | $1,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,457,572 |
Value of total assets at end of year | 2017-12-31 | $3,224,011 |
Value of total assets at beginning of year | 2017-12-31 | $1,742,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $26,394 |
Total interest from all sources | 2017-12-31 | $1,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $190 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $190 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $918,798 |
Participant contributions at end of year | 2017-12-31 | $37,356 |
Participant contributions at beginning of year | 2017-12-31 | $13,161 |
Participant contributions at end of year | 2017-12-31 | $22,456 |
Participant contributions at beginning of year | 2017-12-31 | $24,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $538,774 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $441 |
Other income not declared elsewhere | 2017-12-31 | $12,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,481,708 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,224,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,742,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $82,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $55,957 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $348,437 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $144,746 |
Interest on participant loans | 2017-12-31 | $1,142 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,733,127 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,504,267 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $321,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $334,944 |
Contract administrator fees | 2017-12-31 | $26,394 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2017-12-31 | 743121060 |
2016 : BEHAVIORAL HEALTHCARE RETIREMENT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $4,898 |
Total income from all sources (including contributions) | 2016-12-31 | $1,066,104 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $341,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $325,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $974,625 |
Value of total assets at end of year | 2016-12-31 | $1,742,303 |
Value of total assets at beginning of year | 2016-12-31 | $1,022,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,969 |
Total interest from all sources | 2016-12-31 | $331 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $180 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $180 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $743,485 |
Participant contributions at end of year | 2016-12-31 | $13,161 |
Participant contributions at beginning of year | 2016-12-31 | $964 |
Participant contributions at end of year | 2016-12-31 | $24,172 |
Participant contributions at beginning of year | 2016-12-31 | $21,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $230,622 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $5,821 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $4,898 |
Other income not declared elsewhere | 2016-12-31 | $456 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $724,329 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,742,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,017,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $55,957 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $39,961 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $144,746 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $123,341 |
Interest on participant loans | 2016-12-31 | $331 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,504,267 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $836,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,040 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $11,786 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $75,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $319,985 |
Contract administrator fees | 2016-12-31 | $15,969 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2016-12-31 | 743121060 |
2015 : BEHAVIORAL HEALTHCARE RETIREMENT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,898 |
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 | $1,063,875 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $74,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $67,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,091,270 |
Value of total assets at end of year | 2015-12-31 | $1,022,872 |
Value of total assets at beginning of year | 2015-12-31 | $28,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,504 |
Total interest from all sources | 2015-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $134 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $134 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $711,841 |
Participant contributions at end of year | 2015-12-31 | $964 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $21,828 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $379,429 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $1,938 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $4,898 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $989,102 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,017,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,872 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $39,961 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,637 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $123,341 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,821 |
Interest on participant loans | 2015-12-31 | $4 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $836,778 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $24,414 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $65,331 |
Contract administrator fees | 2015-12-31 | $7,504 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2015-12-31 | 743121060 |
2014 : BEHAVIORAL HEALTHCARE RETIREMENT PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $28,872 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $28,872 |
Value of total assets at end of year | 2014-12-31 | $28,872 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $28,872 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $28,872 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $28,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,821 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $24,414 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |