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THE CENTER 403B PLAN 401k Plan overview

Plan NameTHE CENTER 403B PLAN
Plan identification number 001

THE CENTER 403B 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)(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

THE CENTER FOR ALCOHOL AND DRUG TREATMENT has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR ALCOHOL AND DRUG TREATMENT
Employer identification number (EIN):916060453
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about THE CENTER FOR ALCOHOL AND DRUG TREATMENT

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1977-09-19
Company Identification Number: 600420361
Legal Registered Office Address: 327 OKANOGAN AVE

WENATCHEE
United States of America (USA)
988012970

More information about THE CENTER FOR ALCOHOL AND DRUG TREATMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GERRI MILLS2024-07-22
0012022-01-01CHAD CARROLL2023-10-15
0012021-01-01GERRI MILLS2022-11-16
0012021-01-01GERRI MILLS2022-10-10
0012020-01-01GERRI MILLS2021-10-01
0012019-01-01GERRI MILLS2020-04-22
0012018-01-01GERRI MILLS2019-10-14
0012017-01-01GERRI MILLS2018-07-05

Financial Data on THE CENTER 403B PLAN

Measure Date Value
2025 : THE CENTER 403B PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1527203
Net assets as of the end of the plan year2025-07-15961911
Total assets as of the beginning of the plan year2025-07-15761355
Value of plan covered by a fidelity bond2025-07-15500000
Participant contributions to plan in this plan year2025-07-1561826
Other income to plan in this plan year2025-07-15108015
Plan net income in this plan year2025-07-15200556
Net assets as of the end of the plan year2025-07-15961911
Net assets as of the beginning of the plan year2025-07-15761355
Employer contributions to plan in this plan year2025-07-1557918
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-158657
2024 : THE CENTER 403B PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2260343
Net assets as of the end of the plan year2024-07-22761355
Total assets as of the beginning of the plan year2024-07-22590646
Value of plan covered by a fidelity bond2024-07-22201880
Participant contributions to plan in this plan year2024-07-2264738
Other income to plan in this plan year2024-07-22105113
Plan net income in this plan year2024-07-22170709
Net assets as of the end of the plan year2024-07-22761355
Net assets as of the beginning of the plan year2024-07-22590646
Employer contributions to plan in this plan year2024-07-2261201
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-223598
2022 : THE CENTER 403B PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-1629458
Net assets as of the end of the plan year2022-11-16591709
Total assets as of the beginning of the plan year2022-11-16434258
Value of plan covered by a fidelity bond2022-11-16201880
Participant contributions to plan in this plan year2022-11-1659554
Other income to plan in this plan year2022-11-1675673
Plan net income in this plan year2022-11-16157451
Net assets as of the end of the plan year2022-11-16591709
Net assets as of the beginning of the plan year2022-11-16434258
Employer contributions to plan in this plan year2022-11-1651682
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-161375

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