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PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC.
Employer identification number (EIN):113080875
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE PASCUCCI2023-10-05 MICHELLE PASCUCCI2023-10-05
0012021-01-01MICHELLE PASCUCCI2022-10-03 MICHELLE PASCUCCI2022-10-03
0012020-01-01MICHELLE PASCUCCI2021-10-08 MICHELLE PASCUCCI2021-10-08
0012019-01-01MICHELLE PASCUCCI2020-10-06 MICHELLE PASCUCCI2020-10-06
0012018-01-01MICHELLE PASCUCCI2019-10-10 MICHELLE PASCUCCI2019-10-10
0012017-01-01
0012016-01-01MICHELLE PASCUCCI2018-10-10
0012015-01-01MICHELLE PASCUCCI2018-10-10
0012014-01-01
0012013-01-01
0012012-01-01
0012011-01-01PSYCHOTHERAPEUTIC EVALUATION P2012-09-28
0012011-01-01
0012010-01-01
0012009-01-01
0012008-01-01
0012007-01-01
0012006-01-01
0012005-01-01
0012004-01-01
0012003-01-01
0012002-01-01
0012001-01-01
0012000-01-01
0011999-01-01

Plan Statistics for PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01197
Total number of active participants reported on line 7a of the Form 55002021-01-01114
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01180
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01191
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01142
Total participants2016-01-01142
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0197
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2008: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0183
Total number of active participants reported on line 7a of the Form 55002008-01-0180
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-014
Total of all active and inactive participants2008-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0184
Number of participants with account balances2008-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-0199
Total number of active participants reported on line 7a of the Form 55002007-01-0169
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0111
Total of all active and inactive participants2007-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0180
Number of participants with account balances2007-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-017
2006: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-01104
Total number of active participants reported on line 7a of the Form 55002006-01-0191
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-016
Total of all active and inactive participants2006-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0197
Number of participants with account balances2006-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-011
2005: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0183
Total number of active participants reported on line 7a of the Form 55002005-01-0198
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-015
Total of all active and inactive participants2005-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01103
Number of participants with account balances2005-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-0171
Total number of active participants reported on line 7a of the Form 55002004-01-0177
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-015
Total of all active and inactive participants2004-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-0182
Number of participants with account balances2004-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-011
2003: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2003 401k membership
Total participants, beginning-of-year2003-01-0150
Total number of active participants reported on line 7a of the Form 55002003-01-0165
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-014
Total of all active and inactive participants2003-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-0169
Number of participants with account balances2003-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
2002: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2002 401k membership
Total participants, beginning-of-year2002-01-0149
Total number of active participants reported on line 7a of the Form 55002002-01-0141
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-017
Total of all active and inactive participants2002-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-0148
Number of participants with account balances2002-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-012
2001: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2001 401k membership
Total participants, beginning-of-year2001-01-0147
Total number of active participants reported on line 7a of the Form 55002001-01-0142
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-016
Total of all active and inactive participants2001-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-0148
Number of participants with account balances2001-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-013
2000: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2000 401k membership
Total participants, beginning-of-year2000-01-0137
Total number of active participants reported on line 7a of the Form 55002000-01-0142
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-014
Total of all active and inactive participants2000-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-01-010
Total participants2000-01-0146
Number of participants with account balances2000-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-01-011
1999: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 1999 401k membership
Total participants, beginning-of-year1999-01-0134
Total number of active participants reported on line 7a of the Form 55001999-01-0133
Number of retired or separated participants receiving benefits1999-01-010
Number of other retired or separated participants entitled to future benefits1999-01-013
Total of all active and inactive participants1999-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1999-01-010
Total participants1999-01-0136
Number of participants with account balances1999-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1999-01-013

Financial Data on PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$363,226
Total of all expenses incurred2022-12-31$355,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$292,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,368,156
Value of total assets at end of year2022-12-31$6,598,572
Value of total assets at beginning of year2022-12-31$6,590,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,231
Total interest from all sources2022-12-31$1,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$255,625
Administrative expenses professional fees incurred2022-12-31$11,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$368,156
Participant contributions at end of year2022-12-31$40,234
Participant contributions at beginning of year2022-12-31$29,598
Participant contributions at end of year2022-12-31$13,595
Participant contributions at beginning of year2022-12-31$13,214
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$51,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$8,156
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,598,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,590,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,037,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,259,210
Interest on participant loans2022-12-31$1,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$507,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$338,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,262,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,000,000
Employer contributions (assets) at end of year2022-12-31$1,000,000
Employer contributions (assets) at beginning of year2022-12-31$950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$292,839
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO, LLP
Accountancy firm EIN2022-12-31161131146
2021 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$103
Total income from all sources (including contributions)2021-12-31$2,091,773
Total of all expenses incurred2021-12-31$301,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$244,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,323,358
Value of total assets at end of year2021-12-31$6,590,416
Value of total assets at beginning of year2021-12-31$4,800,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,724
Total interest from all sources2021-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$206,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$206,490
Administrative expenses professional fees incurred2021-12-31$12,350
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$370,625
Participant contributions at end of year2021-12-31$29,598
Participant contributions at beginning of year2021-12-31$14,665
Participant contributions at end of year2021-12-31$13,214
Participant contributions at beginning of year2021-12-31$10,829
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$103
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$45,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,789,834
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,590,416
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,800,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,259,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,670,330
Interest on participant loans2021-12-31$600
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$338,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$264,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$561,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$950,000
Employer contributions (assets) at end of year2021-12-31$950,000
Employer contributions (assets) at beginning of year2021-12-31$840,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$244,215
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO, LLP
Accountancy firm EIN2021-12-31161131146
2020 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$305
Total income from all sources (including contributions)2020-12-31$1,993,295
Total of all expenses incurred2020-12-31$217,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$188,270
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,222,187
Value of total assets at end of year2020-12-31$4,800,685
Value of total assets at beginning of year2020-12-31$3,024,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,991
Total interest from all sources2020-12-31$2,830
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$106,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$106,883
Administrative expenses professional fees incurred2020-12-31$11,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$379,799
Participant contributions at end of year2020-12-31$14,665
Participant contributions at beginning of year2020-12-31$1,095
Participant contributions at end of year2020-12-31$10,829
Participant contributions at beginning of year2020-12-31$10,497
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$305
Administrative expenses (other) incurred2020-12-31$17,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,776,034
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,800,582
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,024,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,670,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,053,990
Interest on participant loans2020-12-31$200
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$94,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$264,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$660,865
Net investment gain or loss from common/collective trusts2020-12-31$530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$840,000
Employer contributions (assets) at end of year2020-12-31$840,000
Employer contributions (assets) at beginning of year2020-12-31$865,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$188,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO, LLP
Accountancy firm EIN2020-12-31161131146
2019 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$305
Total income from all sources (including contributions)2019-12-31$1,492,803
Total of all expenses incurred2019-12-31$55,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,152,321
Value of total assets at end of year2019-12-31$3,024,853
Value of total assets at beginning of year2019-12-31$1,587,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,602
Total interest from all sources2019-12-31$136
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$103,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$103,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$128,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$286,114
Participant contributions at end of year2019-12-31$1,095
Participant contributions at beginning of year2019-12-31$2,195
Participant contributions at end of year2019-12-31$10,497
Participant contributions at beginning of year2019-12-31$9,749
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$305
Administrative expenses (other) incurred2019-12-31$20,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,437,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,024,548
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,587,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,053,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,205,954
Interest on participant loans2019-12-31$136
Value of interest in common/collective trusts at end of year2019-12-31$94,271
Value of interest in common/collective trusts at beginning of year2019-12-31$69,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$235,692
Net investment gain or loss from common/collective trusts2019-12-31$1,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$865,000
Employer contributions (assets) at end of year2019-12-31$865,000
Employer contributions (assets) at beginning of year2019-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,972
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO, LLP
Accountancy firm EIN2019-12-31161131146
2018 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$411,959
Total of all expenses incurred2018-12-31$22,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$524,503
Value of total assets at end of year2018-12-31$1,587,319
Value of total assets at beginning of year2018-12-31$1,197,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,868
Total interest from all sources2018-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$97,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$97,124
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$95,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$223,393
Participant contributions at end of year2018-12-31$2,195
Participant contributions at beginning of year2018-12-31$1,349
Participant contributions at end of year2018-12-31$9,749
Participant contributions at beginning of year2018-12-31$5,103
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$389,907
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,587,319
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,197,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,205,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$844,275
Interest on participant loans2018-12-31$75
Value of interest in common/collective trusts at end of year2018-12-31$69,421
Value of interest in common/collective trusts at beginning of year2018-12-31$96,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-207,976
Net investment gain or loss from common/collective trusts2018-12-31$-1,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$301,110
Employer contributions (assets) at end of year2018-12-31$300,000
Employer contributions (assets) at beginning of year2018-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,184
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO, LLP
Accountancy firm EIN2018-12-31161131146
2017 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$563,419
Total of all expenses incurred2017-12-31$13,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$438,596
Value of total assets at end of year2017-12-31$1,197,412
Value of total assets at beginning of year2017-12-31$647,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$455
Total interest from all sources2017-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$32,002
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$65,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$179,644
Participant contributions at end of year2017-12-31$1,349
Participant contributions at end of year2017-12-31$5,103
Participant contributions at beginning of year2017-12-31$5,025
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,952
Administrative expenses (other) incurred2017-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$550,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,197,412
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$647,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$844,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$573,579
Interest on participant loans2017-12-31$16
Value of interest in common/collective trusts at end of year2017-12-31$96,685
Value of interest in common/collective trusts at beginning of year2017-12-31$68,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$82,939
Net investment gain or loss from common/collective trusts2017-12-31$9,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$250,000
Employer contributions (assets) at end of year2017-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,932
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO, LLP
Accountancy firm EIN2017-12-31161131146
2016 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$149,280
Total of all expenses incurred2016-12-31$19,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$101,200
Value of total assets at end of year2016-12-31$647,380
Value of total assets at beginning of year2016-12-31$517,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,565
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$47,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$99,082
Participant contributions at end of year2016-12-31$5,025
Participant contributions at beginning of year2016-12-31$1,591
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,118
Administrative expenses (other) incurred2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$129,610
Value of net assets at end of year (total assets less liabilities)2016-12-31$647,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$517,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$573,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$411,776
Value of interest in common/collective trusts at end of year2016-12-31$68,776
Value of interest in common/collective trusts at beginning of year2016-12-31$49,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,363
Net investment gain or loss from common/collective trusts2016-12-31$5,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO, LLP
Accountancy firm EIN2016-12-31161131146
2015 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$338,794
Total of all expenses incurred2015-12-31$88,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$82,791
Expenses. Certain deemed distributions of participant loans2015-12-31$5,063
Value of total corrective distributions2015-12-31$368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$347,996
Value of total assets at end of year2015-12-31$517,770
Value of total assets at beginning of year2015-12-31$267,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$425
Total interest from all sources2015-12-31$183
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$19,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$19,324
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$27,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$34,131
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,707
Participant contributions at end of year2015-12-31$1,591
Participant contributions at beginning of year2015-12-31$1,768
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$313,865
Administrative expenses (other) incurred2015-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$250,147
Value of net assets at end of year (total assets less liabilities)2015-12-31$517,770
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$267,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$411,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$251,368
Interest on participant loans2015-12-31$183
Value of interest in common/collective trusts at end of year2015-12-31$49,403
Value of interest in common/collective trusts at beginning of year2015-12-31$9,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,780
Net investment gain or loss from common/collective trusts2015-12-31$-929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$82,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO, LLP
Accountancy firm EIN2015-12-31161131146
2008 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-1,492
Expenses. Total of all expenses incurred2008-12-31$47,454
Benefits paid (including direct rollovers)2008-12-31$47,134
Total plan assets at end of year2008-12-31$231,571
Total plan assets at beginning of year2008-12-31$280,517
Total contributions received or receivable from participants2008-12-31$28,835
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-30,327
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-48,946
Net plan assets at end of year (total assets less liabilities)2008-12-31$231,571
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$280,517
Assets. Value of participant loans2008-12-31$43,283
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$320
2007 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$50,498
Expenses. Total of all expenses incurred2007-12-31$26,505
Benefits paid (including direct rollovers)2007-12-31$19,482
Total plan assets at end of year2007-12-31$280,517
Total plan assets at beginning of year2007-12-31$256,524
Total contributions received or receivable from participants2007-12-31$15,513
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$9,079
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$23,993
Net plan assets at end of year (total assets less liabilities)2007-12-31$280,517
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$256,524
Assets. Value of participant loans2007-12-31$0
Total contributions received or receivable from employer(s)2007-12-31$25,906
Value of certain deemed distributions of participant loans2007-12-31$6,542
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$481
2006 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2006 401k financial data
Transfers to/from the plan2006-12-31$-3,946
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$68,541
Expenses. Total of all expenses incurred2006-12-31$1,327
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$256,524
Total plan assets at beginning of year2006-12-31$193,256
Total contributions received or receivable from participants2006-12-31$37,906
Expenses. Other expenses not covered elsewhere2006-12-31$611
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$24,877
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$67,214
Net plan assets at end of year (total assets less liabilities)2006-12-31$256,524
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$193,256
Total contributions received or receivable from employer(s)2006-12-31$5,758
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$716
2005 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$52,361
Expenses. Total of all expenses incurred2005-12-31$10,950
Benefits paid (including direct rollovers)2005-12-31$10,377
Total plan assets at end of year2005-12-31$193,256
Total plan assets at beginning of year2005-12-31$151,845
Total contributions received or receivable from participants2005-12-31$38,532
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$9,656
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$41,411
Net plan assets at end of year (total assets less liabilities)2005-12-31$193,256
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$151,845
Total contributions received or receivable from employer(s)2005-12-31$4,173
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$573
2004 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2004 401k financial data
Transfers to/from the plan2004-12-31$0
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$38,869
Expenses. Total of all expenses incurred2004-12-31$1,899
Benefits paid (including direct rollovers)2004-12-31$1,401
Total plan assets at end of year2004-12-31$151,845
Total plan assets at beginning of year2004-12-31$114,875
Total contributions received or receivable from participants2004-12-31$21,882
Expenses. Other expenses not covered elsewhere2004-12-31$0
Contributions received from other sources (not participants or employers)2004-12-31$0
Other income received2004-12-31$13,654
Noncash contributions received2004-12-31$0
Net income (gross income less expenses)2004-12-31$36,970
Net plan assets at end of year (total assets less liabilities)2004-12-31$151,845
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$114,875
Total contributions received or receivable from employer(s)2004-12-31$3,333
Value of certain deemed distributions of participant loans2004-12-31$0
Value of corrective distributions2004-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$498
2003 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2003 401k financial data
Transfers to/from the plan2003-12-31$0
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$37,352
Expenses. Total of all expenses incurred2003-12-31$6,259
Benefits paid (including direct rollovers)2003-12-31$5,803
Total plan assets at end of year2003-12-31$114,875
Total plan assets at beginning of year2003-12-31$83,782
Total contributions received or receivable from participants2003-12-31$16,362
Expenses. Other expenses not covered elsewhere2003-12-31$0
Contributions received from other sources (not participants or employers)2003-12-31$0
Other income received2003-12-31$20,197
Noncash contributions received2003-12-31$0
Net income (gross income less expenses)2003-12-31$31,093
Net plan assets at end of year (total assets less liabilities)2003-12-31$114,875
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$83,782
Total contributions received or receivable from employer(s)2003-12-31$793
Value of certain deemed distributions of participant loans2003-12-31$0
Value of corrective distributions2003-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$456
2002 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2002 401k financial data
Transfers to/from the plan2002-12-31$0
Total plan liabilities at end of year2002-12-31$0
Total plan liabilities at beginning of year2002-12-31$0
Total income from all sources2002-12-31$19,125
Expenses. Total of all expenses incurred2002-12-31$2,835
Benefits paid (including direct rollovers)2002-12-31$2,345
Total plan assets at end of year2002-12-31$83,782
Total plan assets at beginning of year2002-12-31$67,492
Total contributions received or receivable from participants2002-12-31$27,324
Expenses. Other expenses not covered elsewhere2002-12-31$0
Contributions received from other sources (not participants or employers)2002-12-31$0
Other income received2002-12-31$-12,556
Noncash contributions received2002-12-31$0
Net income (gross income less expenses)2002-12-31$16,290
Net plan assets at end of year (total assets less liabilities)2002-12-31$83,782
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$67,492
Total contributions received or receivable from employer(s)2002-12-31$4,357
Value of certain deemed distributions of participant loans2002-12-31$0
Value of corrective distributions2002-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2002-12-31$490
2001 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2001 401k financial data
Transfers to/from the plan2001-12-31$0
Total plan liabilities at end of year2001-12-31$0
Total plan liabilities at beginning of year2001-12-31$0
Total income from all sources2001-12-31$11,479
Expenses. Total of all expenses incurred2001-12-31$1,493
Benefits paid (including direct rollovers)2001-12-31$1,045
Total plan assets at end of year2001-12-31$67,492
Total plan assets at beginning of year2001-12-31$57,506
Total contributions received or receivable from participants2001-12-31$16,428
Expenses. Other expenses not covered elsewhere2001-12-31$0
Contributions received from other sources (not participants or employers)2001-12-31$0
Other income received2001-12-31$-6,119
Noncash contributions received2001-12-31$0
Net income (gross income less expenses)2001-12-31$9,986
Net plan assets at end of year (total assets less liabilities)2001-12-31$67,492
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$57,506
Total contributions received or receivable from employer(s)2001-12-31$1,170
Value of certain deemed distributions of participant loans2001-12-31$0
Value of corrective distributions2001-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2001-12-31$448
2000 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2000 401k financial data
Transfers to/from the plan2000-12-31$0
Total plan liabilities at end of year2000-12-31$0
Total plan liabilities at beginning of year2000-12-31$0
Total income from all sources2000-12-31$18,958
Expenses. Total of all expenses incurred2000-12-31$414
Benefits paid (including direct rollovers)2000-12-31$0
Total plan assets at end of year2000-12-31$57,506
Total plan assets at beginning of year2000-12-31$38,962
Total contributions received or receivable from participants2000-12-31$20,850
Expenses. Other expenses not covered elsewhere2000-12-31$0
Contributions received from other sources (not participants or employers)2000-12-31$0
Other income received2000-12-31$-4,117
Noncash contributions received2000-12-31$0
Net income (gross income less expenses)2000-12-31$18,544
Net plan assets at end of year (total assets less liabilities)2000-12-31$57,506
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$38,962
Total contributions received or receivable from employer(s)2000-12-31$2,225
Value of certain deemed distributions of participant loans2000-12-31$0
Value of corrective distributions2000-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2000-12-31$414
1999 : PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 1999 401k financial data
Transfers to/from the plan1999-12-31$0
Total plan liabilities at end of year1999-12-31$0
Total plan liabilities at beginning of year1999-12-31$0
Total income from all sources1999-12-31$31,129
Expenses. Total of all expenses incurred1999-12-31$943
Benefits paid (including direct rollovers)1999-12-31$645
Total plan assets at end of year1999-12-31$38,962
Total plan assets at beginning of year1999-12-31$8,776
Total contributions received or receivable from participants1999-12-31$23,090
Expenses. Other expenses not covered elsewhere1999-12-31$0
Contributions received from other sources (not participants or employers)1999-12-31$0
Other income received1999-12-31$4,199
Noncash contributions received1999-12-31$0
Net income (gross income less expenses)1999-12-31$30,186
Net plan assets at end of year (total assets less liabilities)1999-12-31$38,962
Net plan assets at beginning of year (total assets less liabilities)1999-12-31$8,776
Total contributions received or receivable from employer(s)1999-12-31$3,840
Value of certain deemed distributions of participant loans1999-12-31$0
Value of corrective distributions1999-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)1999-12-31$298

Form 5500 Responses for PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST

2022: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2008: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes
2000: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – TrustYes
2000-01-01Plan benefit arrangement - TrustYes
1999: PSYCHOTHERAPEUTIC 401 K PROFIT SHARING PLAN TRUST 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590507-01
Policy instance 1
Insurance contract or identification number590507-01
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590507-01
Policy instance 1
Insurance contract or identification number590507-01
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590507-01
Policy instance 1
Insurance contract or identification number590507-01
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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