CHE SENIOR PSYCHOLOGICAL SERVICES PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN
| Measure | Date | Value |
|---|
| 2018 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-148,191 |
| Total of all expenses incurred | 2018-12-31 | $255,361 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $253,765 |
| Value of total assets at end of year | 2018-12-31 | $1,594,962 |
| Value of total assets at beginning of year | 2018-12-31 | $1,998,514 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,596 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-403,552 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,594,962 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,998,514 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $1,596 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,492,831 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,897,852 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $102,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $100,662 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-148,191 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $253,765 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | GORFINE, SCHILLER & GARDYN P.A. |
| Accountancy firm EIN | 2018-12-31 | 521231901 |
| 2017 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $279,237 |
| Total of all expenses incurred | 2017-12-31 | $99,546 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $97,954 |
| Value of total assets at end of year | 2017-12-31 | $1,998,514 |
| Value of total assets at beginning of year | 2017-12-31 | $1,818,823 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,592 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $179,691 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,998,514 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,818,823 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $1,592 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,897,852 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,716,559 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $100,662 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $99,362 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $279,237 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,902 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $97,954 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | GORFINE, SCHILLER & GARDYN P.A. |
| Accountancy firm EIN | 2017-12-31 | 521231901 |
| 2016 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $115,274 |
| Total of all expenses incurred | 2016-12-31 | $56,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $55,029 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,696 |
| Value of total assets at end of year | 2016-12-31 | $1,818,823 |
| Value of total assets at beginning of year | 2016-12-31 | $1,760,303 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,725 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $58,520 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,818,823 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,760,303 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $1,725 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,716,559 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,650,245 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $99,362 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $101,878 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $113,578 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,696 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,902 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $8,180 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $55,029 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | DAVID FISCH & CO. CPAS PC |
| Accountancy firm EIN | 2016-12-31 | 133624679 |
| 2015 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $156,319 |
| Total of all expenses incurred | 2015-12-31 | $62,093 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $60,324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $171,372 |
| Value of total assets at end of year | 2015-12-31 | $1,760,303 |
| Value of total assets at beginning of year | 2015-12-31 | $1,666,077 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,769 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $170,088 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $94,226 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,760,303 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,666,077 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $1,769 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,650,245 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,539,709 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $101,878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $119,512 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-15,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,284 |
| Employer contributions (assets) at end of year | 2015-12-31 | $8,180 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $6,856 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $60,324 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | DAVID FISCH & CO. CPAS PC |
| Accountancy firm EIN | 2015-12-31 | 133624679 |
| 2014 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $313,045 |
| Total of all expenses incurred | 2014-12-31 | $91,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $89,612 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $251,910 |
| Value of total assets at end of year | 2014-12-31 | $1,666,077 |
| Value of total assets at beginning of year | 2014-12-31 | $1,444,306 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,662 |
| Total interest from all sources | 2014-12-31 | $1,854 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $246,326 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $221,771 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,666,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,444,306 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $1,662 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,380,265 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,539,709 |
| Interest earned on other investments | 2014-12-31 | $1,854 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $119,512 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $62,770 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $59,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $5,584 |
| Employer contributions (assets) at end of year | 2014-12-31 | $6,856 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,271 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $89,612 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | DAVID FISCH & CO. CPAS PC |
| Accountancy firm EIN | 2014-12-31 | 133624679 |
| 2013 : CHE SENIOR PSYCHOLOGICAL SERVICES PC 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $494,042 |
| Total of all expenses incurred | 2013-12-31 | $28,078 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $26,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $253,085 |
| Value of total assets at end of year | 2013-12-31 | $1,444,306 |
| Value of total assets at beginning of year | 2013-12-31 | $978,342 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,304 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $251,814 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $465,964 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,444,306 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $978,342 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $1,304 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,380,265 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $941,553 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $62,770 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $36,789 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $240,957 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,271 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,271 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $26,774 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DAVID FISCH & CO CPAS PC |
| Accountancy firm EIN | 2013-12-31 | 133624679 |
