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BEHAVIORAL HEALTH RESOURCES 401k Plan overview

Plan NameBEHAVIORAL HEALTH RESOURCES
Plan identification number 001

BEHAVIORAL HEALTH RESOURCES Benefits

401k Plan TypeDefined 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 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.
  • 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

BEHAVIORAL HEALTH RESOURCES has sponsored the creation of one or more 401k plans.

Company Name:BEHAVIORAL HEALTH RESOURCES
Employer identification number (EIN):910666889
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about BEHAVIORAL HEALTH RESOURCES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1990-02-02
Company Identification Number: 600255953
Legal Registered Office Address: 3857 MARTIN WAY E

OLYMPIA
United States of America (USA)
985065268

More information about BEHAVIORAL HEALTH RESOURCES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEHAVIORAL HEALTH RESOURCES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-11-11

Plan Statistics for BEHAVIORAL HEALTH RESOURCES

401k plan membership statisitcs for BEHAVIORAL HEALTH RESOURCES

Measure Date Value
2022: BEHAVIORAL HEALTH RESOURCES 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01180
Total of all active and inactive participants2022-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01344
Number of participants with account balances2022-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEHAVIORAL HEALTH RESOURCES 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01174
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BEHAVIORAL HEALTH RESOURCES 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01307
Total participants2020-01-01307
Number of participants with account balances2020-01-01283
2019: BEHAVIORAL HEALTH RESOURCES 2019 401k membership
Total participants, beginning-of-year2019-01-01280
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01116
Total of all active and inactive participants2019-01-01292
Total participants2019-01-01292
Number of participants with account balances2019-01-01271
2018: BEHAVIORAL HEALTH RESOURCES 2018 401k membership
Total participants, beginning-of-year2018-01-01261
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01280
Total participants2018-01-01280
Number of participants with account balances2018-01-01239
2017: BEHAVIORAL HEALTH RESOURCES 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01194
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01261
Total participants2017-01-01261
Number of participants with account balances2017-01-01211
2016: BEHAVIORAL HEALTH RESOURCES 2016 401k membership
Total participants, beginning-of-year2016-11-110
Total number of active participants reported on line 7a of the Form 55002016-11-11220
Number of retired or separated participants receiving benefits2016-11-110
Number of other retired or separated participants entitled to future benefits2016-11-110
Total of all active and inactive participants2016-11-11220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-110
Total participants2016-11-11220
Number of participants with account balances2016-11-110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-110

Financial Data on BEHAVIORAL HEALTH RESOURCES

Measure Date Value
2022 : BEHAVIORAL HEALTH RESOURCES 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5
Total income from all sources (including contributions)2022-12-31$-20,686
Total of all expenses incurred2022-12-31$186,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$186,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$630,129
Value of total assets at end of year2022-12-31$3,541,533
Value of total assets at beginning of year2022-12-31$3,748,729
Total interest from all sources2022-12-31$41
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$259,821
Participant contributions at end of year2022-12-31$12,632
Participant contributions at beginning of year2022-12-31$6,217
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5
Other income not declared elsewhere2022-12-31$2,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-207,196
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,541,528
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,748,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,416,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,681,202
Interest on participant loans2022-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$99,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$61,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-653,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$370,308
Employer contributions (assets) at end of year2022-12-31$12,553
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$186,510
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON, STONE & PAGANO P.S.
Accountancy firm EIN2022-12-31911623649
2021 : BEHAVIORAL HEALTH RESOURCES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5
Total income from all sources (including contributions)2021-12-31$918,285
Total of all expenses incurred2021-12-31$358,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$358,393
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$612,739
Value of total assets at end of year2021-12-31$3,748,729
Value of total assets at beginning of year2021-12-31$3,188,832
Total interest from all sources2021-12-31$937
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$236,796
Participant contributions at end of year2021-12-31$6,217
Participant contributions at beginning of year2021-12-31$61,098
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$21,511
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5
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$559,892
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,748,724
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,188,832
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$3,681,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,023,217
Interest on participant loans2021-12-31$937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$49,370
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$304,609
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$368,805
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$33,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$358,393
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JONHSON, STONE & PAGANO P.S.
Accountancy firm EIN2021-12-31911623649
2020 : BEHAVIORAL HEALTH RESOURCES 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,025,814
Total of all expenses incurred2020-12-31$129,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$126,576
Expenses. Certain deemed distributions of participant loans2020-12-31$2,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$665,538
Value of total assets at end of year2020-12-31$3,188,832
Value of total assets at beginning of year2020-12-31$2,292,022
Total interest from all sources2020-12-31$827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$252,585
Participant contributions at end of year2020-12-31$61,098
Participant contributions at beginning of year2020-12-31$16,621
Participant contributions at end of year2020-12-31$21,511
Participant contributions at beginning of year2020-12-31$23,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$896,810
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,188,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,292,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,023,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,073,553
Interest on participant loans2020-12-31$-3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$49,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$142,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$359,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$412,953
Employer contributions (assets) at end of year2020-12-31$33,636
Employer contributions (assets) at beginning of year2020-12-31$35,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$126,576
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON, STONE & PAGANO P.S.
Accountancy firm EIN2020-12-31911623649
2019 : BEHAVIORAL HEALTH RESOURCES 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$949,272
Total of all expenses incurred2019-12-31$87,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$87,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$700,404
Value of total assets at end of year2019-12-31$2,292,022
Value of total assets at beginning of year2019-12-31$1,430,278
Total interest from all sources2019-12-31$2,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$282,277
Participant contributions at end of year2019-12-31$16,621
Participant contributions at beginning of year2019-12-31$19,274
Participant contributions at end of year2019-12-31$23,984
Participant contributions at beginning of year2019-12-31$19,896
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,294
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$861,744
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,292,022
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,430,278
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$2,073,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,253,784
Interest on participant loans2019-12-31$-50
Interest earned on other investments2019-12-31$2,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$142,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$108,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$246,203
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$407,665
Employer contributions (assets) at end of year2019-12-31$35,745
Employer contributions (assets) at beginning of year2019-12-31$28,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$86,234
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 name2019-12-31JOHNSON, STONE & PAGANO P.S.
Accountancy firm EIN2019-12-31911623649
2018 : BEHAVIORAL HEALTH RESOURCES 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$557,793
Total of all expenses incurred2018-12-31$158,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$158,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$628,239
Value of total assets at end of year2018-12-31$1,430,278
Value of total assets at beginning of year2018-12-31$1,030,938
Total interest from all sources2018-12-31$1,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$252,710
Participant contributions at end of year2018-12-31$19,274
Participant contributions at end of year2018-12-31$19,896
Participant contributions at beginning of year2018-12-31$22,123
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,396
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$399,340
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,430,278
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,030,938
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$1,253,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$877,501
Interest on participant loans2018-12-31$373
Interest earned on other investments2018-12-31$1,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$108,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-72,409
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$361,133
Employer contributions (assets) at end of year2018-12-31$28,379
Employer contributions (assets) at beginning of year2018-12-31$33,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$158,453
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2018-12-31911623649
2017 : BEHAVIORAL HEALTH RESOURCES 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,081,678
Total of all expenses incurred2017-12-31$50,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,023,914
Value of total assets at end of year2017-12-31$1,030,938
Total interest from all sources2017-12-31$806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$296,072
Participant contributions at end of year2017-12-31$22,123
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$308,792
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$1,030,938
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,030,938
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$877,501
Interest on participant loans2017-12-31$40
Interest earned on other investments2017-12-31$766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$56,958
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$419,050
Employer contributions (assets) at end of year2017-12-31$33,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,740
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON, STONE & PAGANO, P.S.
Accountancy firm EIN2017-12-31911623649
2016 : BEHAVIORAL HEALTH RESOURCES 2016 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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
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
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
Did the plan have assets held for investment2016-12-31No
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

Form 5500 Responses for BEHAVIORAL HEALTH RESOURCES

2022: BEHAVIORAL HEALTH RESOURCES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEHAVIORAL HEALTH RESOURCES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEHAVIORAL HEALTH RESOURCES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEHAVIORAL HEALTH RESOURCES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEHAVIORAL HEALTH RESOURCES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEHAVIORAL HEALTH RESOURCES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEHAVIORAL HEALTH RESOURCES 2016 form 5500 responses
2016-11-11Type of plan entitySingle employer plan
2016-11-11First time form 5500 has been submittedYes
2016-11-11This return/report is a short plan year return/report (less than 12 months)Yes
2016-11-11Plan funding arrangement – InsuranceYes
2016-11-11Plan funding arrangement – TrustYes
2016-11-11Plan benefit arrangement – InsuranceYes
2016-11-11Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered311
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,692
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,670
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,730
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,701
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered286
Total amount of commissions paid to insurance brokerUSD $10,059
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type 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 BrokerUSD $10,059
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered271
Total amount of commissions paid to insurance brokerUSD $7,265
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered239
Total amount of commissions paid to insurance brokerUSD $4,883
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $4,883
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number71872
Policy instance 1
Insurance contract or identification number71872
Number of Individuals Covered211
Total amount of commissions paid to insurance brokerUSD $2,109
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $2,109
Insurance broker organization code?3

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