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CENTER FOR DISCOVERY 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR DISCOVERY 401(K) PLAN
Plan identification number 001

CENTER FOR DISCOVERY 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DISCOVERY PRACTICE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:DISCOVERY PRACTICE MANAGEMENT, INC.
Employer identification number (EIN):954628972
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about DISCOVERY PRACTICE MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-04-24
Company Identification Number: 0802205022
Legal Registered Office Address: 18401 VON KARMAN AVE STE 500

IRVINE
United States of America (USA)
92612

More information about DISCOVERY PRACTICE MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR DISCOVERY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK NELSON2023-11-05
0012021-01-01W. BRADLEY COOPER2023-01-22
0012020-01-01W. BRADLEY COOPER2021-10-14
0012020-01-01W. BRADLEY COOPER2022-06-08
0012020-01-01W. BRADLEY COOPER2022-10-20
0012019-01-01BRANDY LEMONS2020-10-14
0012019-01-01W. BRADLEY COOPER2022-04-04
0012018-01-01
0012017-01-01KARLA RIVAS KARLA RIVAS2018-10-15
0012016-01-01ROBERT WEITZMAN ROBERT WEITZMAN2017-09-12
0012015-01-01ROBERT WEITZMAN ROBERT WEITZMAN2016-07-28
0012014-06-01ROBERT WEITZMAN ROBERT WEITZMAN2015-07-15
0012010-01-01CHARLOTTE WILSON CHARLOTTE WILSON2011-03-22
0012009-01-01CHARLOTTE WILSON CHARLOTTE WILSON2011-02-18
0012008-01-01CHARLOTTE WILSON
0012007-01-01CHARLOTTE WILSON

Plan Statistics for CENTER FOR DISCOVERY 401(K) PLAN

401k plan membership statisitcs for CENTER FOR DISCOVERY 401(K) PLAN

Measure Date Value
2022: CENTER FOR DISCOVERY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,612
Total number of active participants reported on line 7a of the Form 55002022-01-012,709
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,250
Total of all active and inactive participants2022-01-013,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,961
Number of participants with account balances2022-01-013,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,340
2021: CENTER FOR DISCOVERY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,645
Total number of active participants reported on line 7a of the Form 55002021-01-012,577
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01884
Total of all active and inactive participants2021-01-013,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,463
Number of participants with account balances2021-01-013,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01985
2020: CENTER FOR DISCOVERY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,247
Total number of active participants reported on line 7a of the Form 55002020-01-012,123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01427
Total of all active and inactive participants2020-01-012,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,550
Number of participants with account balances2020-01-012,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01767
2019: CENTER FOR DISCOVERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,569
Total number of active participants reported on line 7a of the Form 55002019-01-011,657
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01490
Total of all active and inactive participants2019-01-012,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,147
Number of participants with account balances2019-01-012,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01464
2018: CENTER FOR DISCOVERY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01748
Total number of active participants reported on line 7a of the Form 55002018-01-011,455
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-011,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,535
Number of participants with account balances2018-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01114
2017: CENTER FOR DISCOVERY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01426
Total number of active participants reported on line 7a of the Form 55002017-01-01426
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01499
Number of participants with account balances2017-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01101
2016: CENTER FOR DISCOVERY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01410
Number of participants with account balances2016-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0175
2015: CENTER FOR DISCOVERY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01296
Total number of active participants reported on line 7a of the Form 55002015-01-01326
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01343
Number of participants with account balances2015-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0181
2014: CENTER FOR DISCOVERY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01226
Total number of active participants reported on line 7a of the Form 55002014-06-01273
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0113
Total of all active and inactive participants2014-06-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01286
Number of participants with account balances2014-06-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0138
2010: CENTER FOR DISCOVERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTER FOR DISCOVERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01164
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: CENTER FOR DISCOVERY 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01227
Total number of active participants reported on line 7a of the Form 55002008-01-01248
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-01251
Total participants2008-01-01251
Number of participants with account balances2008-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0134
2007: CENTER FOR DISCOVERY 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01150
Total number of active participants reported on line 7a of the Form 55002007-01-01198
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-01201
Total participants2007-01-01201
Number of participants with account balances2007-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-013

Financial Data on CENTER FOR DISCOVERY 401(K) PLAN

Measure Date Value
2022 : CENTER FOR DISCOVERY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$5,415,341
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,291,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,882,737
Value of total corrective distributions2022-12-31$90,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,273,928
Value of total assets at end of year2022-12-31$23,530,534
Value of total assets at beginning of year2022-12-31$21,406,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$318,488
Total interest from all sources2022-12-31$9,722
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$1,000,000
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$6,624,216
Participant contributions at end of year2022-12-31$281,031
Participant contributions at beginning of year2022-12-31$285,992
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$228,509
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$328,458
Total non interest bearing cash at end of year2022-12-31$324,002
Total non interest bearing cash at beginning of year2022-12-31$241,686
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$2,123,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,530,534
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,406,765
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$3,242,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,801,935
Interest on participant loans2022-12-31$9,722
Value of interest in common/collective trusts at end of year2022-12-31$19,682,510
Value of interest in common/collective trusts at beginning of year2022-12-31$17,799,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-582,839
Net investment gain or loss from common/collective trusts2022-12-31$-3,285,470
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,321,254
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$48,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,882,737
Contract administrator fees2022-12-31$318,488
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 name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : CENTER FOR DISCOVERY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,264,904
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,005,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,789,582
Value of total corrective distributions2021-12-31$21,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,593,906
Value of total assets at end of year2021-12-31$21,129,416
Value of total assets at beginning of year2021-12-31$13,870,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$194,451
Total interest from all sources2021-12-31$7,193
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$136,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,186,653
Participant contributions at end of year2021-12-31$285,992
Participant contributions at beginning of year2021-12-31$166,773
Participant contributions at end of year2021-12-31$228,509
Participant contributions at beginning of year2021-12-31$158,714
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$529,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$240,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,578
Total non interest bearing cash at end of year2021-12-31$967
Total non interest bearing cash at beginning of year2021-12-31$20
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$7,258,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,129,416
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,870,476
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$2,801,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,527,780
Interest on participant loans2021-12-31$7,193
Value of interest in common/collective trusts at end of year2021-12-31$17,799,956
Value of interest in common/collective trusts at beginning of year2021-12-31$12,170,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$351,291
Net investment gain or loss from common/collective trusts2021-12-31$2,312,514
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$877,276
Employer contributions (assets) at end of year2021-12-31$48,687
Employer contributions (assets) at beginning of year2021-12-31$33,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,789,582
Contract administrator fees2021-12-31$194,451
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : CENTER FOR DISCOVERY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$383,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,802,308
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,507,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,313,337
Value of total corrective distributions2020-12-31$23,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,845,958
Value of total assets at end of year2020-12-31$13,870,476
Value of total assets at beginning of year2020-12-31$8,193,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$171,504
Total interest from all sources2020-12-31$5,157
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,767,487
Participant contributions at end of year2020-12-31$166,773
Participant contributions at beginning of year2020-12-31$71,181
Participant contributions at end of year2020-12-31$158,714
Participant contributions at beginning of year2020-12-31$44,703
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$389,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$20
Total non interest bearing cash at beginning of year2020-12-31$0
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$5,294,427
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,870,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,193,021
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$1,527,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$924,977
Interest on participant loans2020-12-31$5,157
Value of interest in common/collective trusts at end of year2020-12-31$12,170,325
Value of interest in common/collective trusts at beginning of year2020-12-31$7,196,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$256,343
Net investment gain or loss from common/collective trusts2020-12-31$1,694,850
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$689,419
Employer contributions (assets) at end of year2020-12-31$33,188
Employer contributions (assets) at beginning of year2020-12-31$8,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,313,337
Contract administrator fees2020-12-31$171,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : CENTER FOR DISCOVERY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$500,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,834,758
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$943,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$829,472
Value of total corrective distributions2019-12-31$16,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,668,240
Value of total assets at end of year2019-12-31$8,193,021
Value of total assets at beginning of year2019-12-31$3,801,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,916
Total interest from all sources2019-12-31$3,223
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$37,817
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,830,041
Participant contributions at end of year2019-12-31$71,181
Participant contributions at beginning of year2019-12-31$53,692
Participant contributions at end of year2019-12-31$44,703
Participant contributions at beginning of year2019-12-31$1,758
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$243,824
Total non interest bearing cash at end of year2019-12-31$334
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$3,891,192
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,193,021
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,801,543
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$924,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,734,643
Interest on participant loans2019-12-31$3,223
Value of interest in common/collective trusts at end of year2019-12-31$7,196,529
Value of interest in common/collective trusts at beginning of year2019-12-31$11,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$616,624
Net investment gain or loss from common/collective trusts2019-12-31$546,671
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$594,375
Employer contributions (assets) at end of year2019-12-31$8,786
Employer contributions (assets) at beginning of year2019-12-31$394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$829,472
Contract administrator fees2019-12-31$97,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
2018 : CENTER FOR DISCOVERY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,443,709
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$779,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$731,815
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,587,709
Value of total assets at end of year2018-12-31$3,801,543
Value of total assets at beginning of year2018-12-31$3,137,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,418
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1,498
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$54,189
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,251,765
Participant contributions at end of year2018-12-31$53,692
Participant contributions at beginning of year2018-12-31$13,171
Participant contributions at end of year2018-12-31$1,758
Participant contributions at beginning of year2018-12-31$44,983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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$664,476
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,801,543
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,137,067
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$1,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,734,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,069,314
Interest on participant loans2018-12-31$1,498
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$11,056
Value of interest in common/collective trusts at beginning of year2018-12-31$381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-199,599
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-88
Net gain/loss from 103.12 investment entities2018-12-31$0
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$230,696
Employer contributions (assets) at end of year2018-12-31$394
Employer contributions (assets) at beginning of year2018-12-31$9,218
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$730,392
Contract administrator fees2018-12-31$46,007
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2018-12-31954345526
2017 : CENTER FOR DISCOVERY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,522,804
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$247,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$214,177
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,166,785
Value of total assets at end of year2017-12-31$3,137,067
Value of total assets at beginning of year2017-12-31$1,862,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,805
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$290
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,045
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$921,128
Participant contributions at end of year2017-12-31$13,171
Participant contributions at beginning of year2017-12-31$6,445
Participant contributions at end of year2017-12-31$44,983
Participant contributions at beginning of year2017-12-31$39,328
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$405
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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$1,274,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,137,067
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,862,245
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,069,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,809,436
Interest on participant loans2017-12-31$290
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$381
Value of interest in common/collective trusts at beginning of year2017-12-31$162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$318,681
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$3
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$189,672
Employer contributions (assets) at end of year2017-12-31$9,218
Employer contributions (assets) at beginning of year2017-12-31$6,874
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$213,772
Contract administrator fees2017-12-31$33,805
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : CENTER FOR DISCOVERY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$984,631
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$175,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$154,110
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$863,285
Value of total assets at end of year2016-12-31$1,862,245
Value of total assets at beginning of year2016-12-31$1,052,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,181
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$21,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,645
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$676,116
Participant contributions at end of year2016-12-31$6,445
Participant contributions at beginning of year2016-12-31$1,573
Participant contributions at end of year2016-12-31$39,328
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$48
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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
Value of net income/loss2016-12-31$809,340
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,862,245
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,052,905
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,809,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,051,332
Interest on participant loans2016-12-31$225
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$162
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$99,475
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Contributions received in cash from employer2016-12-31$131,473
Employer contributions (assets) at end of year2016-12-31$6,874
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$154,062
Contract administrator fees2016-12-31$21,181
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : CENTER FOR DISCOVERY 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$748,120
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$98,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,451
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$743,679
Value of total assets at end of year2015-12-31$1,052,905
Value of total assets at beginning of year2015-12-31$403,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,899
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,358
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$593,007
Participant contributions at end of year2015-12-31$1,573
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$19,568
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$460
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$649,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,052,905
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$403,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,051,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$372,814
Interest on participant loans2015-12-31$84
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,001
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$125,280
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$10,753
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,991
Contract administrator fees2015-12-31$12,899
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGIT LLP
Accountancy firm EIN2015-12-31954345526
2014 : CENTER FOR DISCOVERY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$414,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,013
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$406,078
Value of total assets at end of year2014-12-31$403,135
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,848
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,861
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$274,579
Participant contributions at end of year2014-12-31$19,568
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$196
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$403,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$403,135
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$372,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,057
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$119,326
Employer contributions (assets) at end of year2014-12-31$10,753
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,817
Contract administrator fees2014-12-31$2,848
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2010 : CENTER FOR DISCOVERY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-04-19$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-04-19$0
Total unrealized appreciation/depreciation of assets2010-04-19$0
Total transfer of assets to this plan2010-04-19$0
Total transfer of assets from this plan2010-04-19$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-19$0
Total income from all sources (including contributions)2010-04-19$3,321
Total loss/gain on sale of assets2010-04-19$0
Total of all expenses incurred2010-04-19$149,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-04-19$149,737
Value of total corrective distributions2010-04-19$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-04-19$834
Value of total assets at end of year2010-04-19$0
Value of total assets at beginning of year2010-04-19$146,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-04-19$201
Total income from rents2010-04-19$0
Total interest from all sources2010-04-19$78
Total dividends received (eg from common stock, registered investment company shares)2010-04-19$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-04-19No
Total dividends received from registered investment company shares (eg mutual funds)2010-04-19$0
Administrative expenses professional fees incurred2010-04-19$0
Was this plan covered by a fidelity bond2010-04-19Yes
Value of fidelity bond cover2010-04-19$10,000
If this is an individual account plan, was there a blackout period2010-04-19No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-19$0
Were there any nonexempt tranactions with any party-in-interest2010-04-19No
Amount of non-exempt transactions with any party-in-interest2010-04-19$0
Contributions received from participants2010-04-19$587
Participant contributions at end of year2010-04-19$0
Participant contributions at beginning of year2010-04-19$0
Income. Received or receivable in cash from other sources (including rollovers)2010-04-19$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-04-19$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-04-19$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-04-19$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-04-19$0
Other income not declared elsewhere2010-04-19$141
Administrative expenses (other) incurred2010-04-19$0
Liabilities. Value of operating payables at beginning of year2010-04-19$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-19No
Value of net income/loss2010-04-19$-146,617
Value of net assets at end of year (total assets less liabilities)2010-04-19$0
Value of net assets at beginning of year (total assets less liabilities)2010-04-19$146,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-04-19No
Were any loans by the plan or fixed income obligations due to the plan in default2010-04-19No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-04-19$0
Were any leases to which the plan was party in default or uncollectible2010-04-19No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-04-19$0
Investment advisory and management fees2010-04-19$0
Value of interest in pooled separate accounts at end of year2010-04-19$0
Value of interest in pooled separate accounts at beginning of year2010-04-19$127,839
Income. Interest from loans (other than to participants)2010-04-19$0
Interest earned on other investments2010-04-19$78
Income. Interest from US Government securities2010-04-19$0
Income. Interest from corporate debt instruments2010-04-19$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-04-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-04-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-04-19$18,778
Expenses. Payments to insurance carriers foe the provision of benefits2010-04-19$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-04-19$0
Net investment gain/loss from pooled separate accounts2010-04-19$2,268
Net investment gain or loss from common/collective trusts2010-04-19$0
Net gain/loss from 103.12 investment entities2010-04-19$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-04-19No
Was there a failure to transmit to the plan any participant contributions2010-04-19No
Has the plan failed to provide any benefit when due under the plan2010-04-19No
Contributions received in cash from employer2010-04-19$247
Employer contributions (assets) at end of year2010-04-19$0
Employer contributions (assets) at beginning of year2010-04-19$0
Income. Dividends from preferred stock2010-04-19$0
Income. Dividends from common stock2010-04-19$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-04-19$149,737
Contract administrator fees2010-04-19$201
Liabilities. Value of benefit claims payable at beginning of year2010-04-19$0
Did the plan have assets held for investment2010-04-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-04-19Yes
Aggregate proceeds on sale of assets2010-04-19$0
Aggregate carrying amount (costs) on sale of assets2010-04-19$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-04-19$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-04-19Yes
Opinion of an independent qualified public accountant for this plan2010-04-19Disclaimer
Accountancy firm name2010-04-19PICKETT, CHEN AND COMPANY
Accountancy firm EIN2010-04-19271984870

Form 5500 Responses for CENTER FOR DISCOVERY 401(K) PLAN

2022: CENTER FOR DISCOVERY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTER FOR DISCOVERY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR DISCOVERY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR DISCOVERY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: CENTER FOR DISCOVERY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR DISCOVERY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR DISCOVERY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR DISCOVERY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR DISCOVERY 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2010: CENTER FOR DISCOVERY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR DISCOVERY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CENTER FOR DISCOVERY 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: CENTER FOR DISCOVERY 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number449089
Policy instance 1
Insurance contract or identification number449089
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-19
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $145
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 BrokerUSD $21
Amount paid for insurance broker fees145
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO LP

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