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CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 401k Plan overview

Plan NameCAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING
Plan identification number 001

CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAROLINA MOUNTAIN PSYCHIATRY PA has sponsored the creation of one or more 401k plans.

Company Name:CAROLINA MOUNTAIN PSYCHIATRY PA
Employer identification number (EIN):562186105
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GERALD TRAVIS2023-06-28 GERALD TRAVIS2023-06-28
0012021-01-01GERALD TRAVIS2022-10-12
0012020-01-01GERALD TRAVIS2021-10-14 GERALD TRAVIS2021-10-14
0012019-01-01CHRISTIE BROOKSHIRE2020-10-15
0012018-01-01
0012017-01-01GERALD W TRAVIS GERALD W TRAVIS2018-10-14
0012016-01-01GERALD W TRAVIS GERALD W TRAVIS2017-10-14
0012015-01-01GERALD W TRAVIS GERALD W TRAVIS2016-10-12
0012014-01-01GERALD W TRAVIS GERALD W TRAVIS2015-10-15
0012013-01-01GERALD W TRAVIS GERALD W TRAVIS2014-10-15
0012012-01-01GERALD W TRAVIS GERALD W TRAVIS2013-10-10
0012011-01-01GERALD W TRAVIS GERALD W TRAVIS2012-10-09
0012009-01-01GERALD W TRAVIS GERALD W TRAVIS2010-10-15

Plan Statistics for CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING

401k plan membership statisitcs for CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING

Measure Date Value
2018: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
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: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111

Financial Data on CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING

Measure Date Value
2018 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-47,492
Expenses. Total of all expenses incurred2018-12-31$2,190
Total plan assets at end of year2018-12-31$1,471,038
Total plan assets at beginning of year2018-12-31$1,520,720
Value of fidelity bond covering the plan2018-12-31$175,000
Total contributions received or receivable from participants2018-12-31$49,899
Other income received2018-12-31$-115,176
Net income (gross income less expenses)2018-12-31$-49,682
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,471,038
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,520,720
Total contributions received or receivable from employer(s)2018-12-31$17,785
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,190
2017 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$290,880
Expenses. Total of all expenses incurred2017-12-31$3,032
Benefits paid (including direct rollovers)2017-12-31$3,032
Total plan assets at end of year2017-12-31$1,520,720
Total plan assets at beginning of year2017-12-31$1,232,872
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$38,614
Other income received2017-12-31$234,463
Net income (gross income less expenses)2017-12-31$287,848
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,520,720
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,232,872
Total contributions received or receivable from employer(s)2017-12-31$17,803
2016 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$122,393
Expenses. Total of all expenses incurred2016-12-31$111,438
Benefits paid (including direct rollovers)2016-12-31$111,438
Total plan assets at end of year2016-12-31$1,232,872
Total plan assets at beginning of year2016-12-31$1,221,917
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$35,770
Other income received2016-12-31$70,107
Net income (gross income less expenses)2016-12-31$10,955
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,232,872
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,221,917
Total contributions received or receivable from employer(s)2016-12-31$16,516
2015 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$22,212
Total plan assets at end of year2015-12-31$1,221,917
Total plan assets at beginning of year2015-12-31$1,199,705
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$37,475
Contributions received from other sources (not participants or employers)2015-12-31$76,842
Other income received2015-12-31$-109,228
Net income (gross income less expenses)2015-12-31$22,212
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,221,917
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,199,705
Total contributions received or receivable from employer(s)2015-12-31$17,123
2014 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$127,885
Expenses. Total of all expenses incurred2014-12-31$3,006
Total plan assets at end of year2014-12-31$1,199,705
Total plan assets at beginning of year2014-12-31$1,074,826
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$54,815
Other income received2014-12-31$54,898
Net income (gross income less expenses)2014-12-31$124,879
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,199,705
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,074,826
Total contributions received or receivable from employer(s)2014-12-31$18,172
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,006
2013 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$236,175
Expenses. Total of all expenses incurred2013-12-31$46,117
Benefits paid (including direct rollovers)2013-12-31$43,089
Total plan assets at end of year2013-12-31$1,074,826
Total plan assets at beginning of year2013-12-31$884,768
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$24,815
Other income received2013-12-31$201,552
Net income (gross income less expenses)2013-12-31$190,058
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,074,826
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$884,768
Total contributions received or receivable from employer(s)2013-12-31$9,808
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,028
2012 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$163,759
Expenses. Total of all expenses incurred2012-12-31$60,596
Benefits paid (including direct rollovers)2012-12-31$56,412
Total plan assets at end of year2012-12-31$884,768
Total plan assets at beginning of year2012-12-31$781,605
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$122,888
Net income (gross income less expenses)2012-12-31$103,163
Net plan assets at end of year (total assets less liabilities)2012-12-31$884,768
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$781,605
Total contributions received or receivable from employer(s)2012-12-31$40,871
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,184
2011 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$11,388
Expenses. Total of all expenses incurred2011-12-31$38,541
Benefits paid (including direct rollovers)2011-12-31$28,805
Total plan assets at end of year2011-12-31$781,605
Total plan assets at beginning of year2011-12-31$808,758
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-37,746
Net income (gross income less expenses)2011-12-31$-27,153
Net plan assets at end of year (total assets less liabilities)2011-12-31$781,605
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$808,758
Total contributions received or receivable from employer(s)2011-12-31$49,134
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,736
2010 : CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$119,168
Expenses. Total of all expenses incurred2010-12-31$9,141
Total plan assets at end of year2010-12-31$808,758
Total plan assets at beginning of year2010-12-31$698,731
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$82,587
Net income (gross income less expenses)2010-12-31$110,027
Net plan assets at end of year (total assets less liabilities)2010-12-31$808,758
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$698,731
Total contributions received or receivable from employer(s)2010-12-31$36,581
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,141

Form 5500 Responses for CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING

2018: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAROLINA MOUNTAIN PSYCHIATRY PA PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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