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TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

HILLVIEW MENTAL HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:HILLVIEW MENTAL HEALTH CENTER INC
Employer identification number (EIN):953928411
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about HILLVIEW MENTAL HEALTH CENTER INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1307914

More information about HILLVIEW MENTAL HEALTH CENTER INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01EVA MCCRAVEN2023-10-03 EVA MCCRAVEN2023-10-03
0042021-01-01EVA MCCRAVEN2022-07-27 EVA MCCRAVEN2022-07-27
0042020-01-01EVA MCCRAVEN2021-07-19 EVA MCCRAVEN2021-07-19
0042019-01-01EVA MCCRAVEN2020-07-23
0042018-01-01EVA MCCRAVEN2019-07-12
0042016-01-01EVA MCCRAVEN
0042015-01-01EVA MCCRAVEN EVA MCCRAVEN2016-07-21
0042014-01-01EVA MCCRAVEN EVA MCCRAVEN2015-06-08
0042013-01-01EVA MCCRAVEN
0042012-01-01EVA MCCRAVEN EVA MCCRAVEN2013-06-05
0042011-01-01EVA MCCRAVEN
0042009-01-01EVA MCCRAVEN
0042009-01-01 EVA MCCRAVEN2010-10-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT

Measure Date Value
2016: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0125
Total participants2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2013 401k membership
Total participants, beginning-of-year2013-01-0127
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2012 401k membership
Total participants, beginning-of-year2012-01-0128
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0131
Total participants2009-01-0131
Number of participants with account balances2009-01-0131

Financial Data on TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT

Measure Date Value
2016 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2016 401k financial data
Total income from all sources2016-12-31$13,605
Expenses. Total of all expenses incurred2016-12-31$333,381
Benefits paid (including direct rollovers)2016-12-31$333,077
Total plan assets at end of year2016-12-31$929,322
Total plan assets at beginning of year2016-12-31$1,249,098
Contributions received from other sources (not participants or employers)2016-12-31$13,605
Net income (gross income less expenses)2016-12-31$-319,776
Net plan assets at end of year (total assets less liabilities)2016-12-31$929,322
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,249,098
Assets. Value of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$304
2015 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2015 401k financial data
Total income from all sources2015-12-31$45,235
Expenses. Total of all expenses incurred2015-12-31$356
Total plan assets at end of year2015-12-31$1,249,098
Total plan assets at beginning of year2015-12-31$1,204,219
Contributions received from other sources (not participants or employers)2015-12-31$45,235
Net income (gross income less expenses)2015-12-31$44,879
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,249,098
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,204,219
Assets. Value of participant loans2015-12-31$1,149
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$356
2014 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2014 401k financial data
Total income from all sources2014-12-31$68,006
Expenses. Total of all expenses incurred2014-12-31$13,071
Benefits paid (including direct rollovers)2014-12-31$12,717
Total plan assets at end of year2014-12-31$1,204,219
Total plan assets at beginning of year2014-12-31$1,149,284
Contributions received from other sources (not participants or employers)2014-12-31$68,006
Net income (gross income less expenses)2014-12-31$54,935
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,204,219
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,149,284
Assets. Value of participant loans2014-12-31$1,149
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$354
2013 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2013 401k financial data
Total income from all sources2013-12-31$143,461
Expenses. Total of all expenses incurred2013-12-31$7,417
Benefits paid (including direct rollovers)2013-12-31$7,068
Total plan assets at end of year2013-12-31$1,149,284
Total plan assets at beginning of year2013-12-31$1,013,240
Contributions received from other sources (not participants or employers)2013-12-31$143,461
Net income (gross income less expenses)2013-12-31$136,044
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,149,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,013,240
Assets. Value of participant loans2013-12-31$1,149
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$349
2012 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2012 401k financial data
Total income from all sources2012-12-31$69,895
Expenses. Total of all expenses incurred2012-12-31$5,306
Benefits paid (including direct rollovers)2012-12-31$4,966
Total plan assets at end of year2012-12-31$1,013,240
Total plan assets at beginning of year2012-12-31$948,651
Expenses. Other expenses not covered elsewhere2012-12-31$340
Other income received2012-12-31$69,895
Net income (gross income less expenses)2012-12-31$64,589
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,013,240
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$948,651
Assets. Value of participant loans2012-12-31$5,149
2011 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2011 401k financial data
Total income from all sources2011-12-31$-6,257
Expenses. Total of all expenses incurred2011-12-31$336
Total plan assets at end of year2011-12-31$948,651
Total plan assets at beginning of year2011-12-31$955,244
Expenses. Other expenses not covered elsewhere2011-12-31$336
Other income received2011-12-31$-6,257
Net income (gross income less expenses)2011-12-31$-6,593
Net plan assets at end of year (total assets less liabilities)2011-12-31$948,651
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$955,244
Assets. Value of participant loans2011-12-31$1,149
2010 : TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2010 401k financial data
Total income from all sources2010-12-31$113,455
Expenses. Total of all expenses incurred2010-12-31$171,603
Benefits paid (including direct rollovers)2010-12-31$171,257
Total plan assets at end of year2010-12-31$955,244
Total plan assets at beginning of year2010-12-31$1,013,392
Total contributions received or receivable from participants2010-12-31$32,212
Expenses. Other expenses not covered elsewhere2010-12-31$346
Other income received2010-12-31$81,243
Net income (gross income less expenses)2010-12-31$-58,148
Net plan assets at end of year (total assets less liabilities)2010-12-31$955,244
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,013,392
Assets. Value of participant loans2010-12-31$1,149

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT

2016: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF HILLVIEW MENTAL HEALTH CENTER INC 011092 IT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered25
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered28
Insurance policy start date2011-01-11
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $74
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011092-I
Policy instance 1
Insurance contract or identification number011092-I
Number of Individuals Covered28
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $328
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees148
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameTODD R DIXON

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