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SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 401k Plan overview

Plan NameSOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN
Plan identification number 001

SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SOUTH CENTRAL MENTAL HEALTH COUN has sponsored the creation of one or more 401k plans.

Company Name:SOUTH CENTRAL MENTAL HEALTH COUN
Employer identification number (EIN):480678363
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMBER SNAVELY2023-07-27 AMBER SNAVELY2023-07-27
0012021-01-01AMBER SNAVELY2022-06-06 AMBER SNAVELY2022-06-06
0012021-01-01
0012020-01-01AMBER SNAVELY2021-07-21 AMBER SNAVELY2021-07-21
0012019-01-01JUDY LOWMASTER2020-08-13 JUDY LOWMASTER2020-08-13
0012019-01-01
0012018-01-01JUDY LOWMASTER2019-10-14 JUDY LOWMASTER2019-10-14
0012018-01-01
0012017-01-01JUDY LOWMASTER2018-10-11 JUDY LOWMASTER2018-10-11
0012017-01-01JUDY LOWMASTER
0012016-01-01JUDY LOWMASTER JUDY LOWMASTER2017-10-16
0012016-01-01
0012016-01-01JUDY LOWMASTER2017-08-10
0012015-01-01JUDY LOWMASTER JUDY LOWMASTER2016-10-17
0012014-01-01JUDY LOWMASTER JUDY LOWMASTER2015-10-13
0012013-01-01JUDY LOWMASTER JUDY LOWMASTER2014-10-14
0012012-01-01RICK BLEVINS RICK BLEVINS2013-10-08
0012011-01-01RICK BLEVINS RICK BLEVINS2012-10-12

Plan Statistics for SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN

401k plan membership statisitcs for SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN

Measure Date Value
2021: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2019: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01135
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01156
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01180
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01150
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-0164
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01136
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01139
Number of participants with account balances2011-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017

Financial Data on SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN

Measure Date Value
2021 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$1,135,200
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$400,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$344,610
Value of total corrective distributions2021-12-31$11,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$528,279
Value of total assets at end of year2021-12-31$4,743,770
Value of total assets at beginning of year2021-12-31$4,009,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,037
Total interest from all sources2021-12-31$3,898
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$148,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$148,816
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$401,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$287,163
Participant contributions at end of year2021-12-31$78,753
Participant contributions at beginning of year2021-12-31$79,137
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,250
Administrative expenses (other) incurred2021-12-31$45,037
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$734,325
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,743,770
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,009,445
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$4,475,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,930,221
Interest on participant loans2021-12-31$3,898
Value of interest in common/collective trusts at end of year2021-12-31$189,671
Value of interest in common/collective trusts at beginning of year2021-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$451,865
Net investment gain or loss from common/collective trusts2021-12-31$2,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$224,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$344,610
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31WENDLING NOE NELSON & JOHNSON, LLC
Accountancy firm EIN2021-12-31481026809
2019 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$992,648
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$247,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$213,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$458,893
Value of total assets at end of year2019-12-31$3,221,606
Value of total assets at beginning of year2019-12-31$2,476,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,590
Total interest from all sources2019-12-31$3,676
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$66,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$66,311
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$248,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$238,981
Participant contributions at end of year2019-12-31$75,191
Participant contributions at beginning of year2019-12-31$44,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$364
Administrative expenses (other) incurred2019-12-31$34,590
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$744,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,221,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,476,914
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$3,053,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,971,367
Interest on participant loans2019-12-31$3,676
Value of interest in common/collective trusts at end of year2019-12-31$93,329
Value of interest in common/collective trusts at beginning of year2019-12-31$461,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$456,824
Net investment gain or loss from common/collective trusts2019-12-31$6,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$219,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$213,366
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
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 name2019-12-31WNNJ
Accountancy firm EIN2019-12-31481026809
2018 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$312,908
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$115,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$71,489
Value of total corrective distributions2018-12-31$4,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$454,797
Value of total assets at end of year2018-12-31$2,476,914
Value of total assets at beginning of year2018-12-31$2,279,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,635
Total interest from all sources2018-12-31$2,188
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$74,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$74,833
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$228,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$211,774
Participant contributions at end of year2018-12-31$44,440
Participant contributions at beginning of year2018-12-31$50,687
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,603
Administrative expenses (other) incurred2018-12-31$39,635
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
Value of net income/loss2018-12-31$197,696
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,476,914
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,279,218
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$1,971,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,859,978
Interest on participant loans2018-12-31$2,188
Value of interest in common/collective trusts at end of year2018-12-31$461,107
Value of interest in common/collective trusts at beginning of year2018-12-31$368,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-225,280
Net investment gain or loss from common/collective trusts2018-12-31$6,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$224,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$71,489
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
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 name2018-12-31WNNJ
Accountancy firm EIN2018-12-31481026809
2017 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$680,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$175,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$140,884
Value of total corrective distributions2017-12-31$3,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$399,201
Value of total assets at end of year2017-12-31$2,279,218
Value of total assets at beginning of year2017-12-31$1,774,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,028
Total interest from all sources2017-12-31$1,356
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$65,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$65,099
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$178,000
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$192,782
Participant contributions at end of year2017-12-31$50,687
Participant contributions at beginning of year2017-12-31$36,436
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$80
Administrative expenses (other) incurred2017-12-31$31,028
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$504,807
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,279,218
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,774,411
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$1,859,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,737,965
Interest on participant loans2017-12-31$1,356
Value of interest in common/collective trusts at end of year2017-12-31$368,553
Value of interest in common/collective trusts at beginning of year2017-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$210,996
Net investment gain or loss from common/collective trusts2017-12-31$3,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$206,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$140,884
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 name2017-12-31AGH
Accountancy firm EIN2017-12-31481032601
2016 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$28,533
Total transfer of assets from this plan2016-12-31$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$0
Total income from all sources (including contributions)2016-12-31$-116,795
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,893,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,890,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$110,942
Value of total assets at beginning of year2016-12-31$2,121,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,746
Total interest from all sources2016-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,886
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$171,864
Participant contributions at end of year2016-12-31$36,436
Participant contributions at beginning of year2016-12-31$28,503
Participant contributions at beginning of year2016-12-31$3,044
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,205
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$199,687
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,251,187
Other income not declared elsewhere2016-12-31$7,070
Administrative expenses (other) incurred2016-12-31$16,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,010,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$110,942
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,121,249
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$78,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,883,787
Interest on participant loans2016-12-31$157
Value of interest in common/collective trusts at end of year2016-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-123,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$177,682
Employer contributions (assets) at beginning of year2016-12-31$6,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,890,766
Contract administrator fees2016-12-31$2,746
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 name2016-12-31ALLEN, GIBBS, HOULIK, L.C.
Accountancy firm EIN2016-12-31481032601
2015 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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$163,557
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$105,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$97,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$230,123
Value of total assets at end of year2015-12-31$2,121,249
Value of total assets at beginning of year2015-12-31$2,062,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,894
Total interest from all sources2015-12-31$4,274
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$169,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$169,528
Administrative expenses professional fees incurred2015-12-31$7,894
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$106,025
Participant contributions at end of year2015-12-31$28,503
Participant contributions at beginning of year2015-12-31$33,345
Participant contributions at end of year2015-12-31$3,044
Assets. Other investments not covered elsewhere at end of year2015-12-31$199,687
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$58,349
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,121,249
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,062,900
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,883,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,029,555
Interest on participant loans2015-12-31$1,201
Interest earned on other investments2015-12-31$3,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-240,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$124,098
Employer contributions (assets) at end of year2015-12-31$6,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$97,314
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 name2015-12-31ALLEN, GIBBS, HOULIK, L.C.
Accountancy firm EIN2015-12-31481032601
2014 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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$343,257
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$172,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$163,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$278,799
Value of total assets at end of year2014-12-31$2,062,900
Value of total assets at beginning of year2014-12-31$1,891,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,341
Total interest from all sources2014-12-31$1,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$185,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$185,510
Administrative expenses professional fees incurred2014-12-31$8,341
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$110,283
Participant contributions at end of year2014-12-31$33,345
Participant contributions at beginning of year2014-12-31$19,330
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,232
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$171,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,062,900
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,891,817
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,029,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,872,487
Interest on participant loans2014-12-31$1,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-123,019
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$167,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$163,833
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 name2014-12-31ALLEN, GIBBS, HOULIK, L.C.
Accountancy firm EIN2014-12-31481032601
2013 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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$625,146
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$66,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$296,919
Value of total assets at end of year2013-12-31$1,891,817
Value of total assets at beginning of year2013-12-31$1,333,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,815
Total interest from all sources2013-12-31$819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$123,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$123,181
Administrative expenses professional fees incurred2013-12-31$7,815
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$110,771
Participant contributions at end of year2013-12-31$19,330
Participant contributions at beginning of year2013-12-31$20,110
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,540
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$558,601
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,891,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,333,216
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,872,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,313,106
Interest on participant loans2013-12-31$819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$204,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$175,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,730
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 name2013-12-31ALLEN, GIBBS & HOULIK, LC
Accountancy firm EIN2013-12-31481032601
2012 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$393,381
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$67,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$60,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$248,996
Value of total assets at end of year2012-12-31$1,333,216
Value of total assets at beginning of year2012-12-31$1,007,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,697
Total interest from all sources2012-12-31$931
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$55,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$55,610
Administrative expenses professional fees incurred2012-12-31$6,697
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$110,131
Participant contributions at end of year2012-12-31$20,110
Participant contributions at beginning of year2012-12-31$11,863
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$465
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$325,944
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,333,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,007,272
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,313,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$995,409
Interest on participant loans2012-12-31$931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$87,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$138,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$60,740
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 name2012-12-31ALLEN, GIBBS & HOULIK, LC
Accountancy firm EIN2012-12-31481032601
2011 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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$232,773
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$151,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$146,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$273,604
Value of total assets at end of year2011-12-31$1,007,272
Value of total assets at beginning of year2011-12-31$926,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,466
Total interest from all sources2011-12-31$516
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$54,643
Administrative expenses professional fees incurred2011-12-31$5,466
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,841
Participant contributions at end of year2011-12-31$11,863
Participant contributions at beginning of year2011-12-31$17,308
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,853
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$80,916
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,007,272
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$926,356
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$995,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$909,048
Interest on participant loans2011-12-31$516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-95,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$158,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$146,391
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 name2011-12-31ALLEN, GIBBS & HOULIK, LC
Accountancy firm EIN2011-12-31481032601
2010 : SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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$358,294
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$53,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$49,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$231,015
Value of total assets at end of year2010-12-31$926,356
Value of total assets at beginning of year2010-12-31$622,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,153
Total interest from all sources2010-12-31$10,015
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$86,450
Participant contributions at end of year2010-12-31$17,308
Participant contributions at beginning of year2010-12-31$8,759
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,121
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$304,331
Value of net assets at end of year (total assets less liabilities)2010-12-31$926,356
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$622,025
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
Investment advisory and management fees2010-12-31$4,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$909,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$613,266
Interest on participant loans2010-12-31$678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$117,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$138,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$49,810
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 name2010-12-31ALLEN, GIBBS & HOULIK, LC.
Accountancy firm EIN2010-12-31481032601

Form 5500 Responses for SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN

2021: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER EMPLOYEE TAX DEF RET ANNUAL PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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