401k Plan data: EAGLE RIDGE INSTITUTE RETIREMENT PLAN plan

EAGLE RIDGE INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan Name	EAGLE RIDGE INSTITUTE RETIREMENT PLAN
Plan identification number	001

EAGLE RIDGE INSTITUTE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

EAGLE RIDGE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: EAGLE RIDGE INSTITUTE

Employer identification number (EIN): 731250829

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLE RIDGE INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 BUTCH RICE 2020-03-26
001 2018-01-01 BUTCH RICE 2019-07-28
001 2017-01-01 MICHAEL HANES 2018-09-26
001 2016-01-01 CATHY YATES
001 2015-01-01 WHITNEY THOMPSON
001 2014-01-01 WHITNEY THOMPSON
001 2013-01-01 AMBER PAYNE
001 2012-01-01 SELETA BRAZIEL
001 2011-01-01 JOHN MAYFIELD 2012-10-02
001 2010-01-01 JOHN MAYFIELD 2012-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	BUTCH RICE	2020-03-26
001	2018-01-01	BUTCH RICE	2019-07-28
001	2017-01-01	MICHAEL HANES	2018-09-26
001	2016-01-01	CATHY YATES
001	2015-01-01	WHITNEY THOMPSON
001	2014-01-01	WHITNEY THOMPSON
001	2013-01-01	AMBER PAYNE
001	2012-01-01	SELETA BRAZIEL
001	2011-01-01	JOHN MAYFIELD	2012-10-02
001	2010-01-01	JOHN MAYFIELD	2012-10-02

Plan Statistics for EAGLE RIDGE INSTITUTE RETIREMENT PLAN

401k plan membership statisitcs for EAGLE RIDGE INSTITUTE RETIREMENT PLAN

Measure Date Value
2016: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 52
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2016: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	52
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on EAGLE RIDGE INSTITUTE RETIREMENT PLAN

Measure	Date	Value
2016 : EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$47,572
Expenses. Total of all expenses incurred	2016-12-31	$26,348
Benefits paid (including direct rollovers)	2016-12-31	$26,348
Total plan assets at end of year	2016-12-31	$369,145
Total plan assets at beginning of year	2016-12-31	$347,921
Total contributions received or receivable from participants	2016-12-31	$18,536
Contributions received from other sources (not participants or employers)	2016-12-31	$608
Other income received	2016-12-31	$15,774
Net income (gross income less expenses)	2016-12-31	$21,224
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$369,145
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$347,921
Assets. Value of participant loans	2016-12-31	$10,958
Total contributions received or receivable from employer(s)	2016-12-31	$12,654
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,539
Expenses. Total of all expenses incurred	2015-12-31	$292,764
Benefits paid (including direct rollovers)	2015-12-31	$292,764
Total plan assets at end of year	2015-12-31	$347,921
Total plan assets at beginning of year	2015-12-31	$600,146
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$25,013
Contributions received from other sources (not participants or employers)	2015-12-31	$13,279
Other income received	2015-12-31	$-14,293
Net income (gross income less expenses)	2015-12-31	$-252,225
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$347,921
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$600,146
Assets. Value of participant loans	2015-12-31	$3,904
Total contributions received or receivable from employer(s)	2015-12-31	$16,540
2014 : EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$98,738
Expenses. Total of all expenses incurred	2014-12-31	$340,726
Benefits paid (including direct rollovers)	2014-12-31	$340,726
Total plan assets at end of year	2014-12-31	$600,146
Total plan assets at beginning of year	2014-12-31	$842,134
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$48,895
Other income received	2014-12-31	$14,754
Net income (gross income less expenses)	2014-12-31	$-241,988
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$600,146
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$842,134
Assets. Value of participant loans	2014-12-31	$6,370
Total contributions received or receivable from employer(s)	2014-12-31	$35,089
2013 : EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$277,901
Expenses. Total of all expenses incurred	2013-12-31	$362,032
Benefits paid (including direct rollovers)	2013-12-31	$362,032
Total plan assets at end of year	2013-12-31	$842,134
Total plan assets at beginning of year	2013-12-31	$926,265
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$68,156
Contributions received from other sources (not participants or employers)	2013-12-31	$2,601
Other income received	2013-12-31	$161,021
Net income (gross income less expenses)	2013-12-31	$-84,131
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$842,134
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$926,265
Assets. Value of participant loans	2013-12-31	$11,045
Total contributions received or receivable from employer(s)	2013-12-31	$46,123
2012 : EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$288,840
Expenses. Total of all expenses incurred	2012-12-31	$263,912
Benefits paid (including direct rollovers)	2012-12-31	$263,912
Total plan assets at end of year	2012-12-31	$926,265
Total plan assets at beginning of year	2012-12-31	$901,337
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$54,424
Contributions received from other sources (not participants or employers)	2012-12-31	$6,492
Other income received	2012-12-31	$188,146
Net income (gross income less expenses)	2012-12-31	$24,928
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$926,265
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$901,337
Assets. Value of participant loans	2012-12-31	$29,023
Total contributions received or receivable from employer(s)	2012-12-31	$39,778

Form 5500 Responses for EAGLE RIDGE INSTITUTE RETIREMENT PLAN

2016: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EAGLE RIDGE INSTITUTE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1095022

Policy instance

Insurance contract or identification number	1095022
Number of Individuals Covered	57
Total amount of commissions paid to insurance broker	USD $9
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Insurance broker organization code?	3
Insurance broker name	MET LIFE SECURITIES, INC.

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Company Name:	EAGLE RIDGE INSTITUTE
Employer identification number (EIN):	731250829
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers