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THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 401k Plan overview

Plan NameTHE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN
Plan identification number 001

THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THE BRIEN CENTER has sponsored the creation of one or more 401k plans.

Company Name:THE BRIEN CENTER
Employer identification number (EIN):042081870
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOIS HOBBS
0012016-01-01LOIS HOBBS
0012015-01-01LOIS HOBBS
0012014-01-01LOIS HOBBS
0012013-01-01LOIS HOBBS
0012012-01-01LOIS HOBBS
0012011-01-01LOIS HOBBS
0012010-01-01LOIS HOBBS2011-10-18

Plan Statistics for THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN

401k plan membership statisitcs for THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN

Measure Date Value
2022: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01436
Total number of active participants reported on line 7a of the Form 55002022-01-01412
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01423
Number of participants with account balances2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01464
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01434
Number of participants with account balances2021-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01505
Total number of active participants reported on line 7a of the Form 55002020-01-01457
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01465
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01510
Total number of active participants reported on line 7a of the Form 55002019-01-01495
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01501
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01456
Total number of active participants reported on line 7a of the Form 55002018-01-01458
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01463
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01475
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01480
Number of participants with account balances2017-01-0114
2016: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01455
Total number of active participants reported on line 7a of the Form 55002016-01-01430
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 participants2016-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01439
Number of participants with account balances2016-01-0121
2015: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01453
Total number of active participants reported on line 7a of the Form 55002015-01-01447
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01455
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01451
Total number of active participants reported on line 7a of the Form 55002014-01-01446
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01453
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01467
Total number of active participants reported on line 7a of the Form 55002013-01-01444
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01451
Total participants2013-01-01451
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01476
Total number of active participants reported on line 7a of the Form 55002012-01-01460
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01467
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01422
Total number of active participants reported on line 7a of the Form 55002011-01-01474
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01476
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN

Measure Date Value
2022 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-10,194
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$88,347
Value of total assets at end of year2022-12-31$488,985
Value of total assets at beginning of year2022-12-31$535,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$795
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,824
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
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$88,347
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,468
Value of net assets at end of year (total assets less liabilities)2022-12-31$488,985
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$535,453
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$488,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$535,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-111,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,479
Contract administrator fees2022-12-31$795
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 name2022-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2022-12-31042713795
2021 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) 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$141,403
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$35,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$78,183
Value of total assets at end of year2021-12-31$535,453
Value of total assets at beginning of year2021-12-31$429,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$765
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,391
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$47,391
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
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$78,131
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$52
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$105,730
Value of net assets at end of year (total assets less liabilities)2021-12-31$535,453
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$429,723
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$535,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$429,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,829
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,908
Contract administrator fees2021-12-31$765
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 name2021-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2021-12-31042713795
2020 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$123,531
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$66,455
Value of total assets at end of year2020-12-31$429,723
Value of total assets at beginning of year2020-12-31$332,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$823
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$66,455
Participant contributions at end of year2020-12-31$0
Participant contributions 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$97,614
Value of net assets at end of year (total assets less liabilities)2020-12-31$429,723
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$332,109
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$429,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$332,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,884
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,094
Contract administrator fees2020-12-31$823
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2020-12-31042713795
2019 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$97,814
Total income from all sources (including contributions)2019-12-31$97,814
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,900
Total of all expenses incurred2019-12-31$1,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$1,102
Expenses. Certain deemed distributions of participant loans2019-12-31$1,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,816
Value of total assets at end of year2019-12-31$332,109
Value of total assets at end of year2019-12-31$332,109
Value of total assets at beginning of year2019-12-31$236,195
Value of total assets at beginning of year2019-12-31$236,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$798
Total interest from all sources2019-12-31$29
Total interest from all sources2019-12-31$29
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,156
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$12,156
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,156
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,771
Contributions received from participants2019-12-31$40,771
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$259
Participant contributions at beginning of year2019-12-31$259
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,045
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
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$95,914
Value of net income/loss2019-12-31$95,914
Value of net assets at end of year (total assets less liabilities)2019-12-31$332,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$332,109
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,195
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$236,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$332,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$332,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$235,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$235,936
Interest on participant loans2019-12-31$29
Interest on participant loans2019-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Contract administrator fees2019-12-31$798
Contract administrator fees2019-12-31$798
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm name2019-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2019-12-31042713795
Accountancy firm EIN2019-12-31042713795
2018 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-2,803
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,499
Value of total assets at end of year2018-12-31$236,195
Value of total assets at beginning of year2018-12-31$239,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$619
Total interest from all sources2018-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,357
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$11,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,300
Participant contributions at end of year2018-12-31$259
Participant contributions at beginning of year2018-12-31$666
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,422
Value of net assets at end of year (total assets less liabilities)2018-12-31$236,195
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$239,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$235,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$238,951
Interest on participant loans2018-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,680
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contract administrator fees2018-12-31$619
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
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 name2018-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2018-12-31042713795
2017 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$47,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$113,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$112,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,388
Value of total assets at end of year2017-12-31$239,617
Value of total assets at beginning of year2017-12-31$305,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$388
Total interest from all sources2017-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,453
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$18,453
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,388
Participant contributions at end of year2017-12-31$666
Participant contributions at beginning of year2017-12-31$1,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-66,165
Value of net assets at end of year (total assets less liabilities)2017-12-31$239,617
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$305,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$238,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$304,687
Interest on participant loans2017-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,204
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$112,865
Contract administrator fees2017-12-31$388
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
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 name2017-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2017-12-31042713795
2016 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$35,065
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,700
Value of total assets at end of year2016-12-31$305,782
Value of total assets at beginning of year2016-12-31$271,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$891
Total interest from all sources2016-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,084
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$9,084
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$15,700
Participant contributions at end of year2016-12-31$1,095
Participant contributions 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$34,174
Value of net assets at end of year (total assets less liabilities)2016-12-31$305,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$271,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$304,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$271,608
Interest on participant loans2016-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,265
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
Contract administrator fees2016-12-31$891
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
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 name2016-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2016-12-31042713795
2015 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$20,959
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$101,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$101,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,934
Value of total assets at end of year2015-12-31$271,608
Value of total assets at beginning of year2015-12-31$352,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$379
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,044
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$10,044
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$22,934
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-80,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$271,608
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$352,592
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$271,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$352,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,019
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$101,564
Contract administrator fees2015-12-31$379
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
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 name2015-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2015-12-31042713795
2014 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$46,355
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,068
Value of total assets at end of year2014-12-31$352,592
Value of total assets at beginning of year2014-12-31$316,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$261
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,424
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$11,424
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$22,068
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$36,145
Value of net assets at end of year (total assets less liabilities)2014-12-31$352,592
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$316,447
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$352,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$316,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,863
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,949
Contract administrator fees2014-12-31$261
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
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 name2014-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2014-12-31042713795
2013 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$63,092
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$191,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$191,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,033
Value of total assets at end of year2013-12-31$316,447
Value of total assets at beginning of year2013-12-31$445,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$399
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,519
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$26,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-128,805
Value of net assets at end of year (total assets less liabilities)2013-12-31$316,447
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$445,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$316,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$445,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$191,498
Contract administrator fees2013-12-31$399
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2013-12-31042713795
2012 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$79,605
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$31,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,430
Value of total assets at end of year2012-12-31$445,252
Value of total assets at beginning of year2012-12-31$397,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$857
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,210
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$41,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$47,926
Value of net assets at end of year (total assets less liabilities)2012-12-31$445,252
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$397,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$445,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$397,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,822
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2012-12-31042713795
2011 : THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$72,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$123,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$123,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$68,794
Value of total assets at end of year2011-12-31$397,326
Value of total assets at beginning of year2011-12-31$448,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$497
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,358
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$66,398
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,029
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-50,947
Value of net assets at end of year (total assets less liabilities)2011-12-31$397,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$448,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$397,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$445,244
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,077
Contract administrator fees2011-12-31$497
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2011-12-31042713795

Form 5500 Responses for THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN

2022: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) 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: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SERVICES 403(B) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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