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CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NameCENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN
Plan identification number 001

CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CENTRAL BEHAVIORAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL BEHAVIORAL HEALTH
Employer identification number (EIN):231548819
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT LOVE JR
0012016-01-01ROBERT LOVE JR
0012015-07-01ROBERT LOVE JR
0012014-07-01ROBERT LOVE JR
0012013-07-01ROBERT LOVE JR
0012012-07-01JEFFREY ALDERFER
0012011-07-01JEFFREY ALDERFER
0012009-07-01JEFFREY ALDERFER
0012009-07-01JEFFREY ALDERFER
0012007-07-01JEFFREY ALDERFER
0012006-07-01JEFFREY ALDERFER

Plan Statistics for CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN

401k plan membership statisitcs for CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN

Measure Date Value
2022: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01121
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01157
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01122
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01157
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01161
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01182
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01191
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01125
Total number of active participants reported on line 7a of the Form 55002015-07-0175
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0134
Total of all active and inactive participants2015-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01111
Number of participants with account balances2015-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01128
Total number of active participants reported on line 7a of the Form 55002014-07-0175
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0139
Total of all active and inactive participants2014-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01116
Number of participants with account balances2014-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01235
Total number of active participants reported on line 7a of the Form 55002013-07-0185
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-0142
Total of all active and inactive participants2013-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01131
Number of participants with account balances2013-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01221
Total number of active participants reported on line 7a of the Form 55002012-07-01119
Number of retired or separated participants receiving benefits2012-07-0112
Number of other retired or separated participants entitled to future benefits2012-07-0193
Total of all active and inactive participants2012-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01224
Number of participants with account balances2012-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01217
Total number of active participants reported on line 7a of the Form 55002011-07-01136
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0183
Total of all active and inactive participants2011-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01219
Number of participants with account balances2011-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01216
Total number of active participants reported on line 7a of the Form 55002009-07-01117
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0180
Total of all active and inactive participants2009-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01198
Number of participants with account balances2009-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2007: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01190
Total number of active participants reported on line 7a of the Form 55002007-07-01116
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-0174
Total of all active and inactive participants2007-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-01190
Number of participants with account balances2007-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-0117
2006: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01185
Total number of active participants reported on line 7a of the Form 55002006-07-01125
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-0154
Total of all active and inactive participants2006-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-01179
Number of participants with account balances2006-07-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010

Financial Data on CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN

Measure Date Value
2022 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-367,121
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$574,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$555,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$115,642
Value of total assets at end of year2022-12-31$1,888,604
Value of total assets at beginning of year2022-12-31$2,829,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,731
Total interest from all sources2022-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,456
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$52,456
Administrative expenses professional fees incurred2022-12-31$18,731
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$102,282
Participant contributions at end of year2022-12-31$1,794
Participant contributions at beginning of year2022-12-31$1,678
Participant contributions at end of year2022-12-31$3,714
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-941,386
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,888,604
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,829,990
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$1,808,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,753,710
Interest on participant loans2022-12-31$84
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$75,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$74,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-535,303
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
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$555,534
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$519,016
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$48,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$200,058
Value of total assets at end of year2021-12-31$2,829,990
Value of total assets at beginning of year2021-12-31$2,359,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,988
Total interest from all sources2021-12-31$91
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,829
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$133,829
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$282,999
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$123,532
Participant contributions at end of year2021-12-31$1,678
Participant contributions at beginning of year2021-12-31$690
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,380
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$76,526
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
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$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$470,768
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,829,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,359,222
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$2,753,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,278,878
Interest on participant loans2021-12-31$91
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$74,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$76,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$185,038
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$31,260
Contract administrator fees2021-12-31$16,988
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$438,666
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$186,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$167,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$130,180
Value of total assets at end of year2020-12-31$2,359,222
Value of total assets at beginning of year2020-12-31$2,107,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,075
Total interest from all sources2020-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,735
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$59,735
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$130,180
Participant contributions at end of year2020-12-31$690
Participant contributions at beginning of year2020-12-31$1,433
Participant contributions at end of year2020-12-31$3,380
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$251,954
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,359,222
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,107,268
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
Investment advisory and management fees2020-12-31$19,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,278,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,369,496
Interest on participant loans2020-12-31$59
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$611,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$125,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$125,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$76,274
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$248,692
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$167,637
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
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$515,075
Total income from all sources (including contributions)2019-12-31$515,075
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$96,584
Total of all expenses incurred2019-12-31$96,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,026
Expenses. Certain deemed distributions of participant loans2019-12-31$360
Expenses. Certain deemed distributions of participant loans2019-12-31$360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$133,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$133,576
Value of total assets at end of year2019-12-31$2,107,268
Value of total assets at end of year2019-12-31$2,107,268
Value of total assets at beginning of year2019-12-31$1,688,777
Value of total assets at beginning of year2019-12-31$1,688,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,198
Total interest from all sources2019-12-31$219
Total interest from all sources2019-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$133,576
Contributions received from participants2019-12-31$133,576
Participant contributions at end of year2019-12-31$1,433
Participant contributions at end of year2019-12-31$1,433
Participant contributions at beginning of year2019-12-31$5,563
Participant contributions at beginning of year2019-12-31$5,563
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$49
Total non interest bearing cash at end of year2019-12-31$49
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$418,491
Value of net income/loss2019-12-31$418,491
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,107,268
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,107,268
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,688,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,688,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,480
Investment advisory and management fees2019-12-31$7,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,369,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,369,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,121,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,121,352
Interest on participant loans2019-12-31$219
Interest on participant loans2019-12-31$219
Value of interest in common/collective trusts at end of year2019-12-31$611,149
Value of interest in common/collective trusts at end of year2019-12-31$611,149
Value of interest in common/collective trusts at beginning of year2019-12-31$434,005
Value of interest in common/collective trusts at beginning of year2019-12-31$434,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$125,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$125,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$127,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$127,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$127,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$127,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$381,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$381,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,026
Contract administrator fees2019-12-31$7,718
Contract administrator fees2019-12-31$7,718
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$59,698
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$107,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$81,536
Expenses. Certain deemed distributions of participant loans2018-12-31$11,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$146,844
Value of total assets at end of year2018-12-31$1,688,777
Value of total assets at beginning of year2018-12-31$1,736,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,130
Total interest from all sources2018-12-31$947
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,333
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$66,333
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$124,908
Participant contributions at end of year2018-12-31$5,563
Participant contributions at beginning of year2018-12-31$20,771
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,533
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-48,141
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,688,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,736,918
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
Investment advisory and management fees2018-12-31$7,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,121,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,170,471
Interest on participant loans2018-12-31$947
Value of interest in common/collective trusts at end of year2018-12-31$434,005
Value of interest in common/collective trusts at beginning of year2018-12-31$381,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$127,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$159,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$159,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-154,426
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$81,536
Contract administrator fees2018-12-31$5,584
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning 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 name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$473,212
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$139,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$122,612
Expenses. Certain deemed distributions of participant loans2017-12-31$337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$235,565
Value of total assets at end of year2017-12-31$1,736,918
Value of total assets at beginning of year2017-12-31$1,402,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,165
Total interest from all sources2017-12-31$846
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$54,720
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$54,720
Administrative expenses professional fees incurred2017-12-31$8,669
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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$117,891
Participant contributions at end of year2017-12-31$20,771
Participant contributions at beginning of year2017-12-31$21,902
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,779
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$117,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$182,081
Administrative expenses (other) incurred2017-12-31$1,150
Total non interest bearing cash at end of year2017-12-31$4,574
Total non interest bearing cash at beginning of year2017-12-31$1,156
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$334,098
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,736,918
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,402,820
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
Investment advisory and management fees2017-12-31$6,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,170,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,050,061
Interest on participant loans2017-12-31$846
Value of interest in common/collective trusts at end of year2017-12-31$381,252
Value of interest in common/collective trusts at beginning of year2017-12-31$148,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$159,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$177,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$177,077
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$122,612
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$503,734
Total loss/gain on sale of assets2016-12-31$16,797
Total of all expenses incurred2016-12-31$52,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$414,958
Value of total assets at end of year2016-12-31$1,402,820
Value of total assets at beginning of year2016-12-31$951,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,251
Total interest from all sources2016-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,603
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$32,603
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$91,865
Participant contributions at end of year2016-12-31$21,902
Participant contributions at beginning of year2016-12-31$15,273
Participant contributions at end of year2016-12-31$3,779
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$323,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,500
Total non interest bearing cash at end of year2016-12-31$1,156
Total non interest bearing cash at beginning of year2016-12-31$1,556
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$450,901
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,402,820
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$951,919
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
Investment advisory and management fees2016-12-31$4,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,050,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$735,796
Interest on participant loans2016-12-31$703
Value of interest in common/collective trusts at end of year2016-12-31$148,845
Value of interest in common/collective trusts at beginning of year2016-12-31$4,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$177,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$194,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$194,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,673
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,582
Contract administrator fees2016-12-31$6,020
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$188,573
Aggregate carrying amount (costs) on sale of assets2016-12-31$171,776
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-35,767
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$441,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$434,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$951,919
Value of total assets at beginning of year2015-12-31$1,428,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,560
Total interest from all sources2015-12-31$342
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,847
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$50,847
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$1
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$15,273
Participant contributions at beginning of year2015-12-31$16,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,146
Total non interest bearing cash at end of year2015-12-31$1,556
Total non interest bearing cash at beginning of year2015-12-31$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-476,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$951,919
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,428,804
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
Investment advisory and management fees2015-12-31$3,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$735,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,164,309
Interest on participant loans2015-12-31$342
Value of interest in common/collective trusts at end of year2015-12-31$4,686
Value of interest in common/collective trusts at beginning of year2015-12-31$4,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$194,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$242,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$242,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-86,956
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$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$433,526
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$12,333
Total income from all sources (including contributions)2015-06-30$52,234
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$69,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$48,335
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$1,428,804
Value of total assets at beginning of year2015-06-30$1,458,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$21,146
Total interest from all sources2015-06-30$767
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$69,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$69,503
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$150,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$16,648
Participant contributions at beginning of year2015-06-30$22,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Administrative expenses (other) incurred2015-06-30$14,049
Total non interest bearing cash at end of year2015-06-30$681
Total non interest bearing cash at beginning of year2015-06-30$6,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-17,247
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,428,804
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,446,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$7,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,164,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,158,203
Interest on participant loans2015-06-30$767
Value of interest in common/collective trusts at end of year2015-06-30$4,609
Value of interest in common/collective trusts at beginning of year2015-06-30$4,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$242,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$266,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$266,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-18,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$48,335
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$12,333
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WIPFLI LLP
Accountancy firm EIN2015-06-30390758449
2014 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,333
Total income from all sources (including contributions)2014-06-30$241,866
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$405,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$381,841
Expenses. Certain deemed distributions of participant loans2014-06-30$1,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$1,458,384
Value of total assets at beginning of year2014-06-30$1,621,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$21,465
Total interest from all sources2014-06-30$13,605
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$59,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$59,332
Administrative expenses professional fees incurred2014-06-30$10,493
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$150,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$22,714
Participant contributions at beginning of year2014-06-30$25,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$2,750
Total non interest bearing cash at end of year2014-06-30$6,505
Total non interest bearing cash at beginning of year2014-06-30$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-163,240
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,446,051
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,609,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,158,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,158,537
Interest on participant loans2014-06-30$1,033
Interest earned on other investments2014-06-30$12,572
Value of interest in common/collective trusts at end of year2014-06-30$4,240
Value of interest in common/collective trusts at beginning of year2014-06-30$11,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$266,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$425,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$425,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$168,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$381,841
Liabilities. Value of benefit claims payable at end of year2014-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$12,333
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2014-06-30232302222
2013 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,333
Total income from all sources (including contributions)2013-06-30$166,897
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$229,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$207,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$1,621,624
Value of total assets at beginning of year2013-06-30$1,684,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,650
Total interest from all sources2013-06-30$1,031
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$41,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$41,151
Administrative expenses professional fees incurred2013-06-30$11,054
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$150,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$25,887
Participant contributions at beginning of year2013-06-30$16,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$978
Administrative expenses (other) incurred2013-06-30$3,111
Total non interest bearing cash at end of year2013-06-30$285
Total non interest bearing cash at beginning of year2013-06-30$1,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-62,382
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,609,291
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,671,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$7,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,158,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,072,995
Interest on participant loans2013-06-30$1,031
Value of interest in common/collective trusts at end of year2013-06-30$11,594
Value of interest in common/collective trusts at beginning of year2013-06-30$3,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$425,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$451,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$451,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$123,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$138,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$207,629
Liabilities. Value of benefit claims payable at end of year2013-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$12,333
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2013-06-30232302222
2012 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,333
Total income from all sources (including contributions)2012-06-30$111,985
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$68,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$50,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$138,194
Value of total assets at end of year2012-06-30$1,684,006
Value of total assets at beginning of year2012-06-30$1,640,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$17,737
Total interest from all sources2012-06-30$635
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$150,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$16,993
Participant contributions at beginning of year2012-06-30$3,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$34
Total non interest bearing cash at end of year2012-06-30$1,456
Total non interest bearing cash at beginning of year2012-06-30$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$43,863
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,671,673
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,627,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$17,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,072,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,015,069
Interest on participant loans2012-06-30$635
Value of interest in common/collective trusts at end of year2012-06-30$3,056
Value of interest in common/collective trusts at beginning of year2012-06-30$35,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$451,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$455,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$455,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-26,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$138,194
Employer contributions (assets) at end of year2012-06-30$138,194
Employer contributions (assets) at beginning of year2012-06-30$129,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$50,385
Liabilities. Value of benefit claims payable at end of year2012-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$12,333
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2012-06-30232302222
2011 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$12,333
Total income from all sources (including contributions)2011-06-30$361,874
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$61,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$47,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$139,751
Value of total assets at end of year2011-06-30$1,639,171
Value of total assets at beginning of year2011-06-30$1,338,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$13,613
Total interest from all sources2011-06-30$275
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$150,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$3,330
Participant contributions at beginning of year2011-06-30$4,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$34
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$86
Total non interest bearing cash at end of year2011-06-30$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$300,278
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,626,838
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,326,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$13,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,015,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$827,904
Interest on participant loans2011-06-30$240
Value of interest in common/collective trusts at end of year2011-06-30$35,971
Value of interest in common/collective trusts at beginning of year2011-06-30$32,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$455,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$345,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$345,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$221,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$139,751
Employer contributions (assets) at end of year2011-06-30$128,655
Employer contributions (assets) at beginning of year2011-06-30$128,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$47,983
Liabilities. Value of benefit claims payable at end of year2011-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$12,333
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2011-06-30232302222
2010 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-06-30$12,333
Total income from all sources (including contributions)2009-06-30$-103,521
Total loss/gain on sale of assets2009-06-30$0
Total of all expenses incurred2009-06-30$90,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-06-30$76,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-06-30$118,089
Value of total assets at end of year2009-06-30$1,200,131
Value of total assets at beginning of year2009-06-30$1,394,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-06-30$14,154
Total interest from all sources2009-06-30$3,612
Total dividends received (eg from common stock, registered investment company shares)2009-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-06-30No
Was this plan covered by a fidelity bond2009-06-30Yes
Value of fidelity bond cover2009-06-30$150,000
Were there any nonexempt tranactions with any party-in-interest2009-06-30No
Participant contributions at end of year2009-06-30$5,207
Participant contributions at beginning of year2009-06-30$5,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-06-30$159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-06-30$2,921
Administrative expenses (other) incurred2009-06-30$14,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Value of net income/loss2009-06-30$-194,175
Value of net assets at end of year (total assets less liabilities)2009-06-30$1,187,798
Value of net assets at beginning of year (total assets less liabilities)2009-06-30$1,381,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-06-30No
Were any leases to which the plan was party in default or uncollectible2009-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-06-30$759,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-06-30$907,244
Interest on participant loans2009-06-30$480
Value of interest in common/collective trusts at end of year2009-06-30$394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-06-30$316,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-06-30$240,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-06-30$240,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-06-30$3,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-06-30$-225,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-06-30No
Was there a failure to transmit to the plan any participant contributions2009-06-30No
Contributions received in cash from employer2009-06-30$118,089
Employer contributions (assets) at end of year2009-06-30$118,536
Employer contributions (assets) at beginning of year2009-06-30$237,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-06-30$76,500
Liabilities. Value of benefit claims payable at end of year2009-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2009-06-30$12,333
Did the plan have assets held for investment2009-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-06-30Yes
Opinion of an independent qualified public accountant for this plan2009-06-30Disclaimer
Accountancy firm name2009-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2009-06-30232302222
2008 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-06-30$11,696
Total income from all sources (including contributions)2008-06-30$114,682
Total loss/gain on sale of assets2008-06-30$0
Total of all expenses incurred2008-06-30$160,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-06-30$153,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-06-30$124,343
Value of total assets at end of year2008-06-30$1,394,306
Value of total assets at beginning of year2008-06-30$1,439,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-06-30$6,959
Total interest from all sources2008-06-30$10,613
Total dividends received (eg from common stock, registered investment company shares)2008-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-06-30No
Was this plan covered by a fidelity bond2008-06-30Yes
Value of fidelity bond cover2008-06-30$80,000
If this is an individual account plan, was there a blackout period2008-06-30No
Were there any nonexempt tranactions with any party-in-interest2008-06-30No
Participant contributions at end of year2008-06-30$5,342
Participant contributions at beginning of year2008-06-30$7,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-06-30$2,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-06-30$2,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Value of net income/loss2008-06-30$-45,736
Value of net assets at end of year (total assets less liabilities)2008-06-30$1,381,973
Value of net assets at beginning of year (total assets less liabilities)2008-06-30$1,427,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-06-30No
Were any leases to which the plan was party in default or uncollectible2008-06-30No
Investment advisory and management fees2008-06-30$6,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-06-30$907,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-06-30$1,045,408
Interest on participant loans2008-06-30$637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-06-30$240,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-06-30$270,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-06-30$270,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-06-30$9,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-06-30$-20,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-06-30No
Was there a failure to transmit to the plan any participant contributions2008-06-30Yes
Has the plan failed to provide any benefit when due under the plan2008-06-30No
Contributions received in cash from employer2008-06-30$124,343
Employer contributions (assets) at end of year2008-06-30$237,910
Employer contributions (assets) at beginning of year2008-06-30$113,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-06-30$153,459
Liabilities. Value of benefit claims payable at end of year2008-06-30$12,333
Liabilities. Value of benefit claims payable at beginning of year2008-06-30$11,696
Did the plan have assets held for investment2008-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-06-30Yes
Opinion of an independent qualified public accountant for this plan2008-06-30Disclaimer
Accountancy firm name2008-06-30RESNICK, AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2008-06-30232302222
2007 : CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-06-30$0
Total transfer of assets to this plan2007-06-30$4,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-06-30$11,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-06-30$0
Total income from all sources (including contributions)2007-06-30$295,581
Total loss/gain on sale of assets2007-06-30$0
Total of all expenses incurred2007-06-30$207,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-06-30$200,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-06-30$113,120
Value of total assets at end of year2007-06-30$1,439,405
Value of total assets at beginning of year2007-06-30$1,334,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-06-30$6,541
Total interest from all sources2007-06-30$10,986
Total dividends received (eg from common stock, registered investment company shares)2007-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-06-30No
Was this plan covered by a fidelity bond2007-06-30Yes
Value of fidelity bond cover2007-06-30$80,000
If this is an individual account plan, was there a blackout period2007-06-30No
Were there any nonexempt tranactions with any party-in-interest2007-06-30No
Participant contributions at end of year2007-06-30$7,796
Participant contributions at beginning of year2007-06-30$8,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-06-30$2,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-06-30$3,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-06-30$11,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Value of net income/loss2007-06-30$88,344
Value of net assets at end of year (total assets less liabilities)2007-06-30$1,427,709
Value of net assets at beginning of year (total assets less liabilities)2007-06-30$1,334,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-06-30No
Were any leases to which the plan was party in default or uncollectible2007-06-30No
Investment advisory and management fees2007-06-30$6,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-06-30$1,045,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-06-30$929,798
Interest on participant loans2007-06-30$1,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-06-30$270,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-06-30$118,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-06-30$118,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-06-30$9,180
Asset value of US Government securities at end of year2007-06-30$0
Asset value of US Government securities at beginning of year2007-06-30$140,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-06-30$171,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-06-30No
Was there a failure to transmit to the plan any participant contributions2007-06-30Yes
Has the plan failed to provide any benefit when due under the plan2007-06-30No
Contributions received in cash from employer2007-06-30$113,120
Employer contributions (assets) at end of year2007-06-30$113,567
Employer contributions (assets) at beginning of year2007-06-30$133,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-06-30$200,696
Did the plan have assets held for investment2007-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-06-30Yes
Opinion of an independent qualified public accountant for this plan2007-06-30Disclaimer
Accountancy firm name2007-06-30RESNICK AMSTERDAM & LESHNER, P.C.
Accountancy firm EIN2007-06-30232302222

Form 5500 Responses for CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN

2022: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2007: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes
2006: CENTRAL MONTGOMERY MENTAL HEALTH/MENTAL RETARDATION CENTER PROFIT SHARING PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedYes
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510579-01
Policy instance 1
Insurance contract or identification number510579-01
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510579-01
Policy instance 1
Insurance contract or identification number510579-01
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510579-01
Policy instance 1
Insurance contract or identification number510579-01
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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