401k Plan data: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN plan

BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN
Plan identification number	002

BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Life insurance

401k Sponsoring company profile

BIRCH FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BIRCH FAMILY SERVICES, INC.

Employer identification number (EIN): 112503193

NAIC Classification: 611000

Additional information about BIRCH FAMILY SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1979-07-05

Company Identification Number: 567182

Legal Registered Office Address: 104 WEST 29TH STREET
New York
NEW YORK
United States of America (USA)
100015310

More information about BIRCH FAMILY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 MATTHEW STURIALE MATTHEW STURIALE 2018-04-13
002 2015-07-01 MATTHEW STURIALE MATTHEW STURIALE 2017-04-17
002 2015-07-01 MATTHEW STURIALE MATTHEW STURIALE 2017-04-28
002 2014-07-01 MATTHEW STURIALE MATTHEW STURIALE 2016-04-15
002 2013-07-01 GERALD MAURER GERALD MAURER 2015-04-15
002 2012-07-01 GERALD MAURER GERALD MAURER 2014-04-15
002 2011-07-01 GERALD MAURER
002 2009-07-01 GERALD MAURER GERALD MAURER 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	MATTHEW STURIALE	MATTHEW STURIALE	2018-04-13
002	2015-07-01	MATTHEW STURIALE	MATTHEW STURIALE	2017-04-17
002	2015-07-01	MATTHEW STURIALE	MATTHEW STURIALE	2017-04-28
002	2014-07-01	MATTHEW STURIALE	MATTHEW STURIALE	2016-04-15
002	2013-07-01	GERALD MAURER	GERALD MAURER	2015-04-15
002	2012-07-01	GERALD MAURER	GERALD MAURER	2014-04-15
002	2011-07-01	GERALD MAURER
002	2009-07-01	GERALD MAURER	GERALD MAURER	2011-04-13

Plan Statistics for BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2021: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 935
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 799
Number of retired or separated participants receiving benefits 2021-07-01 7
Number of other retired or separated participants entitled to future benefits 2021-07-01 158
Total of all active and inactive participants 2021-07-01 964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 6
Total participants 2021-07-01 970
Number of participants with account balances 2021-07-01 751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 60
2020: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 994
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 804
Number of retired or separated participants receiving benefits 2020-07-01 5
Number of other retired or separated participants entitled to future benefits 2020-07-01 121
Total of all active and inactive participants 2020-07-01 930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 5
Total participants 2020-07-01 935
Number of participants with account balances 2020-07-01 729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 45
2019: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,119
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 868
Number of retired or separated participants receiving benefits 2019-07-01 4
Number of other retired or separated participants entitled to future benefits 2019-07-01 118
Total of all active and inactive participants 2019-07-01 990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 994
Number of participants with account balances 2019-07-01 709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 58
2018: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 890
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 917
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 197
Total of all active and inactive participants 2018-07-01 1,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1,116
Number of participants with account balances 2018-07-01 777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 60
2017: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 883
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 794
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 95
Total of all active and inactive participants 2017-07-01 889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 890
Number of participants with account balances 2017-07-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 16
2016: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 903
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 703
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 84
Total of all active and inactive participants 2016-07-01 787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 789
Number of participants with account balances 2016-07-01 657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 30
2015: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 860
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 720
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 88
Total of all active and inactive participants 2015-07-01 808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 808
Number of participants with account balances 2015-07-01 689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 17
2014: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 929
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 761
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 68
Total of all active and inactive participants 2014-07-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 829
Number of participants with account balances 2014-07-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 41
2013: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 907
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 825
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 61
Total of all active and inactive participants 2013-07-01 886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 886
Number of participants with account balances 2013-07-01 676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 21
2012: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 784
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 721
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 50
Total of all active and inactive participants 2012-07-01 771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 771
Number of participants with account balances 2012-07-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 16
2011: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 807
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 652
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 107
Total of all active and inactive participants 2011-07-01 759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 760
Number of participants with account balances 2011-07-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 32
2009: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 721
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 537
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 89
Total of all active and inactive participants 2009-07-01 626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 626
Number of participants with account balances 2009-07-01 575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 20

Measure	Date	Value
2021: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	935
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	799
Number of retired or separated participants receiving benefits	2021-07-01	7
Number of other retired or separated participants entitled to future benefits	2021-07-01	158
Total of all active and inactive participants	2021-07-01	964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	6
Total participants	2021-07-01	970
Number of participants with account balances	2021-07-01	751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	60
2020: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	994
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	804
Number of retired or separated participants receiving benefits	2020-07-01	5
Number of other retired or separated participants entitled to future benefits	2020-07-01	121
Total of all active and inactive participants	2020-07-01	930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	5
Total participants	2020-07-01	935
Number of participants with account balances	2020-07-01	729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	45
2019: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,119
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	868
Number of retired or separated participants receiving benefits	2019-07-01	4
Number of other retired or separated participants entitled to future benefits	2019-07-01	118
Total of all active and inactive participants	2019-07-01	990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	994
Number of participants with account balances	2019-07-01	709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	58
2018: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	890
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	917
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	197
Total of all active and inactive participants	2018-07-01	1,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1,116
Number of participants with account balances	2018-07-01	777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	60
2017: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	883
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	794
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	95
Total of all active and inactive participants	2017-07-01	889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	890
Number of participants with account balances	2017-07-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	16
2016: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	903
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	703
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	84
Total of all active and inactive participants	2016-07-01	787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	789
Number of participants with account balances	2016-07-01	657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	30
2015: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	860
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	720
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	88
Total of all active and inactive participants	2015-07-01	808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	808
Number of participants with account balances	2015-07-01	689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	17
2014: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	929
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	761
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	68
Total of all active and inactive participants	2014-07-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	829
Number of participants with account balances	2014-07-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	41
2013: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	907
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	825
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	61
Total of all active and inactive participants	2013-07-01	886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	886
Number of participants with account balances	2013-07-01	676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	21
2012: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	784
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	721
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	50
Total of all active and inactive participants	2012-07-01	771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	771
Number of participants with account balances	2012-07-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	16
2011: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	807
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	652
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	107
Total of all active and inactive participants	2011-07-01	759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	760
Number of participants with account balances	2011-07-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	32
2009: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	721
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	537
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	89
Total of all active and inactive participants	2009-07-01	626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	626
Number of participants with account balances	2009-07-01	575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	20

Financial Data on BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-2,327,790
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,112,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,887,008
Expenses. Certain deemed distributions of participant loans	2022-06-30	$32,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,061,153
Value of total assets at end of year	2022-06-30	$20,372,866
Value of total assets at beginning of year	2022-06-30	$24,812,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$192,349
Total interest from all sources	2022-06-30	$70,242
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,359,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,359,317
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Participant contributions at end of year	2022-06-30	$250,086
Participant contributions at beginning of year	2022-06-30	$312,588
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$47,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-4,440,078
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$20,372,866
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$24,812,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$59,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,059,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$19,627,819
Interest on participant loans	2022-06-30	$14,451
Interest earned on other investments	2022-06-30	$55,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$4,002,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,761,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-4,865,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,061,153
Employer contributions (assets) at end of year	2022-06-30	$1,061,153
Employer contributions (assets) at beginning of year	2022-06-30	$1,110,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,887,008
Contract administrator fees	2022-06-30	$132,827
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2022-06-30	390859910
2021 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$6,104,220
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,397,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,243,785
Expenses. Certain deemed distributions of participant loans	2021-06-30	$3,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,110,584
Value of total assets at end of year	2021-06-30	$24,812,944
Value of total assets at beginning of year	2021-06-30	$20,106,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$150,020
Total interest from all sources	2021-06-30	$78,868
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$774,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$774,871
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$312,588
Participant contributions at beginning of year	2021-06-30	$308,576
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$63,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,706,451
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$24,812,944
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$20,106,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$36,671
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$19,627,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$14,641,124
Interest on participant loans	2021-06-30	$18,512
Interest earned on other investments	2021-06-30	$60,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,761,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,797,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,076,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,110,584
Employer contributions (assets) at end of year	2021-06-30	$1,110,584
Employer contributions (assets) at beginning of year	2021-06-30	$1,359,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,243,785
Contract administrator fees	2021-06-30	$113,349
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2021-06-30	390859910
2020 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,638,437
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,040,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$879,124
Expenses. Certain deemed distributions of participant loans	2020-06-30	$25,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,359,661
Value of total assets at end of year	2020-06-30	$20,106,493
Value of total assets at beginning of year	2020-06-30	$18,508,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$135,344
Total interest from all sources	2020-06-30	$90,928
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$563,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$563,237
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$308,576
Participant contributions at beginning of year	2020-06-30	$281,367
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$53,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,598,166
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$20,106,493
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$18,508,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$37,441
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$14,641,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$13,438,047
Interest on participant loans	2020-06-30	$18,124
Interest earned on other investments	2020-06-30	$72,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,797,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$3,659,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$570,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,359,661
Employer contributions (assets) at end of year	2020-06-30	$1,359,661
Employer contributions (assets) at beginning of year	2020-06-30	$1,129,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$879,124
Contract administrator fees	2020-06-30	$97,903
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BAKER TILLY US, LLP
Accountancy firm EIN	2020-06-30	390859910
2019 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,019,305
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,844,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,697,076
Expenses. Certain deemed distributions of participant loans	2019-06-30	$35,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,129,610
Value of total assets at end of year	2019-06-30	$18,508,327
Value of total assets at beginning of year	2019-06-30	$18,333,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$112,637
Total interest from all sources	2019-06-30	$44,540
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$715,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$715,678
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$281,367
Participant contributions at beginning of year	2019-06-30	$378,244
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$21,073
Administrative expenses (other) incurred	2019-06-30	$10,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$174,401
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$18,508,327
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$18,333,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$60,577
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$13,438,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$12,716,792
Interest on participant loans	2019-06-30	$215
Interest earned on other investments	2019-06-30	$44,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$3,659,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$4,134,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$108,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,129,610
Employer contributions (assets) at end of year	2019-06-30	$1,129,243
Employer contributions (assets) at beginning of year	2019-06-30	$1,104,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,697,076
Contract administrator fees	2019-06-30	$41,350
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	2019-06-30	Yes
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2019-06-30	390859910
2018 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,794,775
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$810,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$800,995
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,129,634
Value of total assets at end of year	2018-06-30	$18,333,926
Value of total assets at beginning of year	2018-06-30	$16,349,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$9,678
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$52,845
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$172,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$172,796
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$520,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Amount of non-exempt transactions with any party-in-interest	2018-06-30	$0
Contributions received from participants	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$378,244
Participant contributions at beginning of year	2018-06-30	$271,814
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$18,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$7
Administrative expenses (other) incurred	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$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	2018-06-30	No
Value of net income/loss	2018-06-30	$1,984,102
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$18,333,926
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,349,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$12,716,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$11,293,112
Interest on participant loans	2018-06-30	$15,293
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$37,552
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$4,134,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$3,680,987
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,439,493
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,111,334
Employer contributions (assets) at end of year	2018-06-30	$1,104,000
Employer contributions (assets) at beginning of year	2018-06-30	$1,103,911
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$800,995
Contract administrator fees	2018-06-30	$9,678
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-06-30	390859910
2017 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,703,759
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,320,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,310,614
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,103,911
Value of total assets at end of year	2017-06-30	$16,349,824
Value of total assets at beginning of year	2017-06-30	$14,966,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$10,112
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$51,131
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$113,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$113,473
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$520,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$271,814
Participant contributions at beginning of year	2017-06-30	$304,006
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$1,383,033
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,349,824
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$14,966,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$11,293,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$9,445,609
Interest on participant loans	2017-06-30	$11,886
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$39,245
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$3,680,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$3,557,176
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,435,244
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,103,911
Employer contributions (assets) at end of year	2017-06-30	$1,103,911
Employer contributions (assets) at beginning of year	2017-06-30	$1,660,000
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,310,614
Contract administrator fees	2017-06-30	$10,112
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-06-30	390859910
2016 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,445,989
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,120,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,110,865
Expenses. Certain deemed distributions of participant loans	2016-06-30	$1,102
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,661,119
Value of total assets at end of year	2016-06-30	$14,966,791
Value of total assets at beginning of year	2016-06-30	$14,640,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$8,176
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$56,996
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$104,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$104,665
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$520,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$304,006
Participant contributions at beginning of year	2016-06-30	$375,437
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$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	2016-06-30	No
Value of net income/loss	2016-06-30	$325,846
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$14,966,791
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$14,640,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$9,445,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$10,023,853
Interest on participant loans	2016-06-30	$13,738
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$43,258
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$3,557,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$3,587,475
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-376,791
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,660,000
Employer contributions (assets) at end of year	2016-06-30	$1,660,000
Employer contributions (assets) at beginning of year	2016-06-30	$654,180
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,110,865
Contract administrator fees	2016-06-30	$8,176
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-06-30	390859910
2015 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,113,222
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,684,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,637,546
Expenses. Certain deemed distributions of participant loans	2015-06-30	$38,352
Value of total corrective distributions	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$654,646
Value of total assets at end of year	2015-06-30	$14,640,945
Value of total assets at beginning of year	2015-06-30	$15,212,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$9,060
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$64,407
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$184,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$184,076
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$520,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$375,437
Participant contributions at beginning of year	2015-06-30	$363,940
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$16
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$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	2015-06-30	No
Value of net income/loss	2015-06-30	$-571,736
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$14,640,945
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$15,212,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$10,023,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$9,695,184
Interest on participant loans	2015-06-30	$14,888
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$49,519
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$3,587,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$4,114,071
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$210,077
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$654,646
Employer contributions (assets) at end of year	2015-06-30	$654,180
Employer contributions (assets) at beginning of year	2015-06-30	$1,039,486
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,637,546
Contract administrator fees	2015-06-30	$9,060
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BDO USA, LLP
Accountancy firm EIN	2015-06-30	135381590
2014 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,681,765
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$863,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$855,969
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,039,486
Value of total assets at end of year	2014-06-30	$15,212,681
Value of total assets at beginning of year	2014-06-30	$13,394,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$7,612
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$68,665
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$111,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$111,393
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$520,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$0
Participant contributions at end of year	2014-06-30	$363,940
Participant contributions at beginning of year	2014-06-30	$353,268
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$1,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$-1,259
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$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	2014-06-30	No
Value of net income/loss	2014-06-30	$1,818,184
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$15,212,681
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$13,394,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$9,695,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,738,080
Interest on participant loans	2014-06-30	$13,546
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$55,119
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$4,114,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$4,260,428
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,463,480
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,039,486
Employer contributions (assets) at end of year	2014-06-30	$1,039,486
Employer contributions (assets) at beginning of year	2014-06-30	$1,041,462
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$855,969
Contract administrator fees	2014-06-30	$7,612
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BDO
Accountancy firm EIN	2014-06-30	135381590
2013 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$4,267
Expenses. Interest paid	2013-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,063,542
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$668,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$647,688
Expenses. Certain deemed distributions of participant loans	2013-06-30	$3,249
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,041,462
Value of total assets at end of year	2013-06-30	$13,394,497
Value of total assets at beginning of year	2013-06-30	$12,003,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$17,459
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$34,587
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$198,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$198,592
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$520,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$0
Participant contributions at end of year	2013-06-30	$353,268
Participant contributions at beginning of year	2013-06-30	$242,142
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$1,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$1,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$-1,687
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$1,395,146
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$13,394,497
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$11,999,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$14,725
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$7,738,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,353,136
Interest on participant loans	2013-06-30	$10,529
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$24,055
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest in common/collective trusts at beginning of year	2013-06-30	$4,376,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$4,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$4,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$4,260,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$761,275
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$29,313
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,041,462
Employer contributions (assets) at end of year	2013-06-30	$1,041,462
Employer contributions (assets) at beginning of year	2013-06-30	$1,025,387
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$647,688
Contract administrator fees	2013-06-30	$2,734
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	2013-06-30	Yes
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$3,867
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Qualified
Accountancy firm name	2013-06-30	BDO USA, LLP
Accountancy firm EIN	2013-06-30	135381590
2012 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$4,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$35,621
Total income from all sources (including contributions)	2012-06-30	$1,020,716
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$815,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$786,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,025,387
Value of total assets at end of year	2012-06-30	$12,003,618
Value of total assets at beginning of year	2012-06-30	$11,829,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$28,809
Total interest from all sources	2012-06-30	$9,695
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$183,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$183,202
Administrative expenses professional fees incurred	2012-06-30	$8,800
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$242,142
Participant contributions at beginning of year	2012-06-30	$181,539
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$1,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$1,545
Liabilities. Value of operating payables at end of year	2012-06-30	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$205,407
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$11,999,351
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$11,793,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$20,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$6,353,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,576,186
Interest on participant loans	2012-06-30	$9,695
Value of interest in common/collective trusts at end of year	2012-06-30	$4,376,421
Value of interest in common/collective trusts at beginning of year	2012-06-30	$4,024,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$4,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$45,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$45,473
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$2,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-257,802
Net investment gain or loss from common/collective trusts	2012-06-30	$60,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,025,387
Employer contributions (assets) at end of year	2012-06-30	$1,025,387
Employer contributions (assets) at beginning of year	2012-06-30	$1,000,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$784,186
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$3,867
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$35,621
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BDO USA, LLP
Accountancy firm EIN	2012-06-30	135381590
2011 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$35,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,365,287
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$423,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$396,745
Expenses. Certain deemed distributions of participant loans	2011-06-30	$3,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,000,076
Value of total assets at end of year	2011-06-30	$11,829,565
Value of total assets at beginning of year	2011-06-30	$9,852,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$23,581
Total interest from all sources	2011-06-30	$8,665
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$123,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$123,653
Administrative expenses professional fees incurred	2011-06-30	$5,900
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$181,539
Participant contributions at beginning of year	2011-06-30	$169,074
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$3
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$1,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$1,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,941,803
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$11,793,944
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$9,852,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$17,681
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$6,576,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,980,561
Interest on participant loans	2011-06-30	$8,651
Value of interest in common/collective trusts at end of year	2011-06-30	$4,024,749
Value of interest in common/collective trusts at beginning of year	2011-06-30	$3,536,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$45,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$5,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$5,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$2,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,146,701
Net investment gain or loss from common/collective trusts	2011-06-30	$86,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,000,073
Employer contributions (assets) at end of year	2011-06-30	$1,000,073
Employer contributions (assets) at beginning of year	2011-06-30	$1,159,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$394,441
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$35,621
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BDO USA, LLP
Accountancy firm EIN	2011-06-30	135381590
2010 : BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN

2021: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: BIRCH FAMILY SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

895564-087

Policy instance

Insurance contract or identification number	895564-087
Number of Individuals Covered	196
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

895564-087

Policy instance

Insurance contract or identification number	895564-087
Number of Individuals Covered	209
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

895564-087

Policy instance

Insurance contract or identification number	895564-087
Number of Individuals Covered	223
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895564087

Policy instance

Insurance contract or identification number	895564087
Number of Individuals Covered	247
Insurance policy start date	2018-09-13
Insurance policy end date	2019-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	246
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $2,829
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 $2,829
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	890
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $1,863
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	808
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3,581
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,581
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DUFFY, JAMES R.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	829
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $3,837
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,837
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DUFFY, JAMES R.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	886
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $4,145
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,145
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DUFFY, JAMES R.

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )

Policy contract number

075517-0000

Policy instance

Insurance contract or identification number	075517-0000
Number of Individuals Covered	0
Insurance policy start date	2012-07-01
Insurance policy end date	2013-02-05
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	771
Insurance policy start date	2013-02-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,118
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,118
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DUFFY, JAMES R.

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )

Policy contract number

075517-0000

Policy instance

Insurance contract or identification number	075517-0000
Number of Individuals Covered	9
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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	Yes
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

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )

Policy contract number

075517-0000

Policy instance

Insurance contract or identification number	075517-0000
Number of Individuals Covered	9
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
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

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Company Name:	BIRCH FAMILY SERVICES, INC.
Employer identification number (EIN):	112503193
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1979-07-05
Company Identification Number:	567182
Legal Registered Office Address:	104 WEST 29TH STREET New York NEW YORK United States of America (USA) 100015310