401k Plan data: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN plan

WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 401k Plan overview

Plan Name	WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN
Plan identification number	002

WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHITNEY CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITNEY CENTER, INC.

Employer identification number (EIN): 060924891

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHAEL RAMBAROSE
002 2016-01-01 MICHAEL RAMBAROSE
002 2015-01-01 MICHAEL RAMBAROSE
002 2014-01-01 MICHAEL RAMBAROSE
002 2013-01-01 MICHAEL RAMBAROSE
002 2012-01-01 MICHAEL RAMBAROSE
002 2011-01-01 MICHAEL RAMBAROSE
002 2010-01-01 GREGORY GRAVEL
002 2009-01-01 GREGORY GRAVEL

Plan Statistics for WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN

401k plan membership statisitcs for WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN

Measure Date Value
2022: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 321
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 353
Number of participants with account balances 2022-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 65
2021: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 288
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 312
Number of participants with account balances 2021-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 281
Number of retired or separated participants receiving benefits 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 310
Number of participants with account balances 2020-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 259
Number of retired or separated participants receiving benefits 2019-01-01 15
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 293
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 238
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 266
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 231
Number of retired or separated participants receiving benefits 2017-01-01 25
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 276
Number of participants with account balances 2017-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 236
Number of retired or separated participants receiving benefits 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 270
Number of participants with account balances 2016-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 226
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 255
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 176
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 215
Number of participants with account balances 2014-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 162
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 209
Number of participants with account balances 2013-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 192
Number of participants with account balances 2012-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 47
Total of all active and inactive participants 2011-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 176
Number of participants with account balances 2011-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 125
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 46
Total of all active and inactive participants 2010-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 171
Number of participants with account balances 2010-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 134
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 45
Total of all active and inactive participants 2009-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 179
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	321
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	353
Number of participants with account balances	2022-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	65
2021: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	288
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	312
Number of participants with account balances	2021-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	281
Number of retired or separated participants receiving benefits	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	310
Number of participants with account balances	2020-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	259
Number of retired or separated participants receiving benefits	2019-01-01	15
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	293
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	238
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	266
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	231
Number of retired or separated participants receiving benefits	2017-01-01	25
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	276
Number of participants with account balances	2017-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	236
Number of retired or separated participants receiving benefits	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	270
Number of participants with account balances	2016-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	226
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	255
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	176
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	215
Number of participants with account balances	2014-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	162
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	209
Number of participants with account balances	2013-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	192
Number of participants with account balances	2012-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	47
Total of all active and inactive participants	2011-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	176
Number of participants with account balances	2011-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	125
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	46
Total of all active and inactive participants	2010-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	171
Number of participants with account balances	2010-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	134
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	45
Total of all active and inactive participants	2009-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	179
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN

Measure	Date	Value
2022 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-677,334
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$293,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$252,052
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,889
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$610,753
Value of total assets at end of year	2022-12-31	$6,795,179
Value of total assets at beginning of year	2022-12-31	$7,765,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,463
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$22,746
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$272,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$272,532
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$2,797
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$376,892
Participant contributions at end of year	2022-12-31	$153,640
Participant contributions at beginning of year	2022-12-31	$133,881
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$31,983
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$45
Administrative expenses (other) incurred	2022-12-31	$300
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-970,738
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,795,179
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,765,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$29,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,910,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,581,383
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$6,400
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$16,346
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$598,153
Value of interest in common/collective trusts at beginning of year	2022-12-31	$891,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$930,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$964,572
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,248,426
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-334,984
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$201,878
Employer contributions (assets) at end of year	2022-12-31	$201,878
Employer contributions (assets) at beginning of year	2022-12-31	$194,498
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$252,052
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$5,877
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	011986323
2021 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$1,854,053
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$143,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$119,621
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,052,765
Value of total assets at end of year	2021-12-31	$7,765,917
Value of total assets at beginning of year	2021-12-31	$6,055,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,240
Total interest from all sources	2021-12-31	$17,565
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$206,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$206,976
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$331,553
Participant contributions at end of year	2021-12-31	$133,881
Participant contributions at beginning of year	2021-12-31	$145,855
Participant contributions at beginning of year	2021-12-31	$646
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$526,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,710,192
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,765,917
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,055,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$20,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,581,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,025,427
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$6,790
Interest earned on other investments	2021-12-31	$10,775
Value of interest in common/collective trusts at end of year	2021-12-31	$891,583
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$964,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$711,853
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$593,271
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$-16,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$194,498
Employer contributions (assets) at end of year	2021-12-31	$194,498
Employer contributions (assets) at beginning of year	2021-12-31	$171,944
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$119,621
Contract administrator fees	2021-12-31	$3,266
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	011986323
2020 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,346,438
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$582,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$567,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$507,029
Value of total assets at end of year	2020-12-31	$6,055,725
Value of total assets at beginning of year	2020-12-31	$5,292,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,528
Total interest from all sources	2020-12-31	$6,990
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$292,628
Participant contributions at end of year	2020-12-31	$145,855
Participant contributions at beginning of year	2020-12-31	$134,773
Participant contributions at end of year	2020-12-31	$646
Participant contributions at beginning of year	2020-12-31	$736
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$763,556
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,055,725
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,292,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,025,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,351,113
Interest on participant loans	2020-12-31	$6,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$711,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$628,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$832,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$171,944
Employer contributions (assets) at end of year	2020-12-31	$171,944
Employer contributions (assets) at beginning of year	2020-12-31	$176,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$567,354
Contract administrator fees	2020-12-31	$15,528
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MARCUM, LLP
Accountancy firm EIN	2020-12-31	111986323
2019 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$1,433,240
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$763,640
Total of all expenses incurred	2019-12-31	$763,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$745,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$745,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$598,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$598,864
Value of total assets at end of year	2019-12-31	$5,292,169
Value of total assets at end of year	2019-12-31	$5,292,169
Value of total assets at beginning of year	2019-12-31	$4,622,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,717
Total interest from all sources	2019-12-31	$6,685
Total interest from all sources	2019-12-31	$6,685
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$303,962
Contributions received from participants	2019-12-31	$303,962
Participant contributions at end of year	2019-12-31	$134,773
Participant contributions at end of year	2019-12-31	$134,773
Participant contributions at beginning of year	2019-12-31	$126,801
Participant contributions at beginning of year	2019-12-31	$126,801
Participant contributions at end of year	2019-12-31	$736
Participant contributions at end of year	2019-12-31	$736
Participant contributions at beginning of year	2019-12-31	$323
Participant contributions at beginning of year	2019-12-31	$323
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,344
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$118,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$669,600
Value of net income/loss	2019-12-31	$669,600
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,292,169
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,622,569
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,622,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,351,113
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,351,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,447,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,447,046
Interest on participant loans	2019-12-31	$6,685
Interest on participant loans	2019-12-31	$6,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$628,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$628,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$875,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$827,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$827,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$176,558
Contributions received in cash from employer	2019-12-31	$176,558
Employer contributions (assets) at end of year	2019-12-31	$176,558
Employer contributions (assets) at end of year	2019-12-31	$176,558
Employer contributions (assets) at beginning of year	2019-12-31	$173,171
Employer contributions (assets) at beginning of year	2019-12-31	$173,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$745,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$745,923
Contract administrator fees	2019-12-31	$17,717
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM, LLP
Accountancy firm name	2019-12-31	MARCUM, LLP
Accountancy firm EIN	2019-12-31	111986323
Accountancy firm EIN	2019-12-31	111986323
2018 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$5,239
Total income from all sources (including contributions)	2018-12-31	$298,716
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$373,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$354,503
Value of total corrective distributions	2018-12-31	$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$486,591
Value of total assets at end of year	2018-12-31	$4,622,569
Value of total assets at beginning of year	2018-12-31	$4,702,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,461
Total interest from all sources	2018-12-31	$7,369
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$295,529
Participant contributions at end of year	2018-12-31	$126,801
Participant contributions at beginning of year	2018-12-31	$147,827
Participant contributions at end of year	2018-12-31	$323
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$5,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-74,329
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,622,569
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,696,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$14,688
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,447,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,577,276
Interest on participant loans	2018-12-31	$7,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$875,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$822,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-195,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$173,171
Employer contributions (assets) at end of year	2018-12-31	$173,171
Employer contributions (assets) at beginning of year	2018-12-31	$154,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$354,503
Contract administrator fees	2018-12-31	$3,773
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM, LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,239
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	$1,114,465
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$645,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$622,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$468,942
Value of total assets at end of year	2017-12-31	$4,702,137
Value of total assets at beginning of year	2017-12-31	$4,227,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,848
Total interest from all sources	2017-12-31	$5,391
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$235,200
Participant contributions at end of year	2017-12-31	$147,827
Participant contributions at beginning of year	2017-12-31	$90,039
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$79,555
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$-1,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$5,239
Other income not declared elsewhere	2017-12-31	$10,890
Administrative expenses (other) incurred	2017-12-31	$22,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$468,995
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,696,898
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,227,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,577,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,213,009
Interest on participant loans	2017-12-31	$5,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$822,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$778,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$629,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$154,187
Employer contributions (assets) at end of year	2017-12-31	$154,187
Employer contributions (assets) at beginning of year	2017-12-31	$146,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$623,647
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARCUM, LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$792,247
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$229,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$214,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$540,727
Value of total assets at end of year	2016-12-31	$4,227,903
Value of total assets at beginning of year	2016-12-31	$3,665,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,717
Total interest from all sources	2016-12-31	$4,520
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$236,270
Participant contributions at end of year	2016-12-31	$90,039
Participant contributions at beginning of year	2016-12-31	$119,492
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$158,096
Administrative expenses (other) incurred	2016-12-31	$14,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$562,752
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,227,903
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,665,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,213,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,629,419
Income. Interest from loans (other than to participants)	2016-12-31	$4,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$778,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$768,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$247,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$146,361
Employer contributions (assets) at end of year	2016-12-31	$146,361
Employer contributions (assets) at beginning of year	2016-12-31	$148,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$214,778
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARCUM, LLP
Accountancy firm EIN	2016-12-31	111986323
2015 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$682,640
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$250,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$233,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$688,355
Value of total assets at end of year	2015-12-31	$3,665,151
Value of total assets at beginning of year	2015-12-31	$3,232,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,098
Total interest from all sources	2015-12-31	$4,484
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$240,869
Participant contributions at end of year	2015-12-31	$119,492
Participant contributions at beginning of year	2015-12-31	$82,292
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$8,689
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$299,415
Administrative expenses (other) incurred	2015-12-31	$17,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$432,173
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,665,151
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,232,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,629,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,000,592
Interest on participant loans	2015-12-31	$4,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$768,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$148,071
Employer contributions (assets) at end of year	2015-12-31	$148,071
Employer contributions (assets) at beginning of year	2015-12-31	$141,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$233,369
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARCUM, LLP
Accountancy firm EIN	2015-12-31	111986323
2014 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$613,190
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$275,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$269,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$547,569
Value of total assets at end of year	2014-12-31	$3,232,978
Value of total assets at beginning of year	2014-12-31	$2,895,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,072
Total interest from all sources	2014-12-31	$23,889
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$6,072
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$235,377
Participant contributions at end of year	2014-12-31	$82,292
Participant contributions at beginning of year	2014-12-31	$85,304
Participant contributions at end of year	2014-12-31	$8,689
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$170,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$337,519
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,232,978
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,895,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,000,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,724,520
Interest on participant loans	2014-12-31	$4,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$19,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$969,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$41,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$141,405
Employer contributions (assets) at end of year	2014-12-31	$141,405
Employer contributions (assets) at beginning of year	2014-12-31	$116,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$269,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARCUM, LLP
Accountancy firm EIN	2014-12-31	111986323
2013 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$657,187
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$469,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$465,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$337,872
Value of total assets at end of year	2013-12-31	$2,895,459
Value of total assets at beginning of year	2013-12-31	$2,707,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,400
Total interest from all sources	2013-12-31	$26,994
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$4,400
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$212,777
Participant contributions at end of year	2013-12-31	$85,304
Participant contributions at beginning of year	2013-12-31	$47,310
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$187,781
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,895,459
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,707,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,724,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,683,315
Interest on participant loans	2013-12-31	$3,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$23,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$969,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$871,445
Net gain/loss from 103.12 investment entities	2013-12-31	$292,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$116,509
Employer contributions (assets) at end of year	2013-12-31	$116,509
Employer contributions (assets) at beginning of year	2013-12-31	$105,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$465,006
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MARCUM, LLP
Accountancy firm EIN	2013-12-31	111986323
2012 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$531,086
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$490,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$487,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$298,346
Value of total assets at end of year	2012-12-31	$2,707,678
Value of total assets at beginning of year	2012-12-31	$2,667,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,900
Total interest from all sources	2012-12-31	$29,303
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,900
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$192,738
Participant contributions at end of year	2012-12-31	$47,310
Participant contributions at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$40,566
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,707,678
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,667,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,683,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,682,305
Interest on participant loans	2012-12-31	$203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$29,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$871,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$879,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$203,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$105,608
Employer contributions (assets) at end of year	2012-12-31	$105,608
Employer contributions (assets) at beginning of year	2012-12-31	$104,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$487,620
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MARCUM, LLP
Accountancy firm EIN	2012-12-31	111986323
2011 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$272,680
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$182,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$180,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$300,815
Value of total assets at end of year	2011-12-31	$2,667,112
Value of total assets at beginning of year	2011-12-31	$2,577,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,400
Total interest from all sources	2011-12-31	$28,219
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$2,400
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$195,985
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$89,948
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,667,112
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,577,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,682,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,596,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$28,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$879,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$871,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-56,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$104,830
Employer contributions (assets) at end of year	2011-12-31	$104,830
Employer contributions (assets) at beginning of year	2011-12-31	$109,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$180,332
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MARCUM, LLP
Accountancy firm EIN	2011-12-31	111986323
2010 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$526,713
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$286,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$283,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$306,744
Value of total assets at end of year	2010-12-31	$2,577,164
Value of total assets at beginning of year	2010-12-31	$2,336,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,625
Total interest from all sources	2010-12-31	$27,487
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$2,625
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$197,648
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$240,320
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,577,164
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,336,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,596,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,387,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$27,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$871,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$844,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$192,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$109,096
Employer contributions (assets) at end of year	2010-12-31	$109,096
Employer contributions (assets) at beginning of year	2010-12-31	$104,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$283,768
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARCUM, LLP
Accountancy firm EIN	2010-12-31	111986323
2009 : WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN

2022: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WHITNEY CENTER, INC. COMPREHENSIVE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780769-01

Policy instance

Insurance contract or identification number	780769-01
Number of Individuals Covered	353
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,521
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,284
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538

Policy instance

Insurance contract or identification number	MR 61538
Number of Individuals Covered	312
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,503
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,503
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,142
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,142
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,366
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,366
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Number of Individuals Covered	123
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,695
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,695
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,497
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,497
Insurance broker organization code?	1
Insurance broker name	KESTRA INSURANCE SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,295
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,295
Insurance broker organization code?	4
Insurance broker name	NFP INSURANCE SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9178

Policy instance

Insurance contract or identification number	PH9178
Number of Individuals Covered	162
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,412
Total amount of fees paid to insurance company	USD $2,154
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,412
Insurance broker organization code?	3
Amount paid for insurance broker fees	670
Additional information about fees paid to insurance broker	SERVICE PROGRAM FEES
Insurance broker name	PENSION CONSULTANTS, INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61538-1

Policy instance

Insurance contract or identification number	MR 61538-1
Number of Individuals Covered	150
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $482
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $482
Insurance broker organization code?	4
Insurance broker name	NFP INSURANCE SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9178

Policy instance

Insurance contract or identification number	PH9178
Number of Individuals Covered	154
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,204
Total amount of fees paid to insurance company	USD $1,354
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,204
Insurance broker organization code?	3
Amount paid for insurance broker fees	1354
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	PENSIONS PLUS, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9178

Policy instance

Insurance contract or identification number	PH9178
Number of Individuals Covered	155
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,858
Total amount of fees paid to insurance company	USD $2,283
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,858
Insurance broker organization code?	3
Amount paid for insurance broker fees	2283
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	PENSIONS PLUS, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9178

Policy instance

Insurance contract or identification number	PH9178
Number of Individuals Covered	152
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,720
Total amount of fees paid to insurance company	USD $303
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9178

Policy instance

Insurance contract or identification number	PH9178
Number of Individuals Covered	162
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,910
Total amount of fees paid to insurance company	USD $1,850
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,910
Insurance broker organization code?	3
Amount paid for insurance broker fees	1850
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	PENSIONS PLUS, INC.

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Company Name:	WHITNEY CENTER, INC.
Employer identification number (EIN):	060924891
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities