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| Plan Name | TRUMPET BEHAVIORAL HEALTH 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | TRUMPET BEHAVIORAL HEALTH |
| Employer identification number (EIN): | 264753045 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about TRUMPET BEHAVIORAL HEALTH
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2012-02-17 |
| Company Identification Number: | 20121101819 |
| Legal Registered Office Address: |
390 Union Blvd. Suite 300 Lakewood United States of America (USA) 80228 |
More information about TRUMPET BEHAVIORAL HEALTH
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | ||||
| 001 | 2024-01-01 | MICHELLE GLADDEN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | MICHELLE GLADDEN | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | JOSH SLEEPER | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MONICA KNICKERBOCKER | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | KEVIN J REISS | |||
| 001 | 2016-01-01 | LEE ANN ARBOGAST | |||
| 001 | 2015-01-01 | LEE ANN ARBOGAST | |||
| 001 | 2014-01-01 | MATTHEW MCCOY | |||
| 001 | 2013-01-01 | PATRICK SORENSEN | PATRICK SORENSEN | 2015-07-09 | |
| 001 | 2012-01-01 | PATRICK SORENSEN | |||
| 001 | 2011-01-01 | PATRICK SORENSEN | PATRICK SORENSEN | 2013-11-26 | |
| 001 | 2010-01-01 | TASLIM MCDONALD |
| Measure | Date | Value |
|---|---|---|
| 2024 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2024 401k financial data | ||
| Total transfer of assets from this plan | 2024-01-11 | $5,784,713 |
| Total income from all sources (including contributions) | 2024-01-11 | $-29,883 |
| Total of all expenses incurred | 2024-01-11 | $95,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-11 | $93,653 |
| Value of total assets at end of year | 2024-01-11 | $0 |
| Value of total assets at beginning of year | 2024-01-11 | $5,909,867 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-11 | $1,618 |
| Total interest from all sources | 2024-01-11 | $17 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-11 | $252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-11 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-11 | $252 |
| Was this plan covered by a fidelity bond | 2024-01-11 | Yes |
| Value of fidelity bond cover | 2024-01-11 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-11 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-11 | No |
| Participant contributions at end of year | 2024-01-11 | $0 |
| Participant contributions at beginning of year | 2024-01-11 | $6,308 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2024-01-11 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2024-01-11 | $73 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-11 | No |
| Value of net income/loss | 2024-01-11 | $-125,154 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-11 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-11 | $5,909,867 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-11 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-11 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-11 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-11 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-11 | $5,903,486 |
| Interest on participant loans | 2024-01-11 | $17 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-11 | $-30,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-11 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-11 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-11 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-11 | $93,653 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2024-01-11 | Yes |
| Did the plan have assets held for investment | 2024-01-11 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-11 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-11 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-11 | Unqualified |
| Accountancy firm name | 2024-01-11 | LBMC, PC |
| Accountancy firm EIN | 2024-01-11 | 621199757 |
| Total transfer of assets from this plan | 2024-01-01 | $5,784,713 |
| Total income from all sources (including contributions) | 2024-01-01 | $-29,883 |
| Total of all expenses incurred | 2024-01-01 | $95,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $93,653 |
| Value of total assets at end of year | 2024-01-01 | $0 |
| Value of total assets at beginning of year | 2024-01-01 | $5,909,867 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $1,618 |
| Total interest from all sources | 2024-01-01 | $17 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-01 | $252 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Participant contributions at end of year | 2024-01-01 | $0 |
| Participant contributions at beginning of year | 2024-01-01 | $6,308 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2024-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2024-01-01 | $73 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $-125,154 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $5,909,867 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $5,903,486 |
| Interest on participant loans | 2024-01-01 | $17 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $-30,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $93,653 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2024-01-01 | Yes |
| Did the plan have assets held for investment | 2024-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | LBMC, PC |
| Accountancy firm EIN | 2024-01-01 | 621199757 |
| 2023 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2023 401k financial data | ||
| Total income from all sources (including contributions) | 2023-12-31 | $1,879,160 |
| Total of all expenses incurred | 2023-12-31 | $1,657,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,608,750 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $1,140 |
| Value of total corrective distributions | 2023-12-31 | $13,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $798,641 |
| Value of total assets at end of year | 2023-12-31 | $5,909,867 |
| Value of total assets at beginning of year | 2023-12-31 | $5,688,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $33,909 |
| Total interest from all sources | 2023-12-31 | $2,813 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $101,399 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $101,399 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $518,034 |
| Participant contributions at end of year | 2023-12-31 | $6,308 |
| Participant contributions at beginning of year | 2023-12-31 | $15,907 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $122,069 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $73 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $96 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $221,485 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,909,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,688,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,903,486 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,672,379 |
| Interest on participant loans | 2023-12-31 | $2,813 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $976,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $158,538 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,608,750 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | RILEY AND COMPANY PLLC |
| Accountancy firm EIN | 2023-12-31 | 760560371 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,879,160 |
| Total of all expenses incurred | 2023-01-01 | $1,657,675 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,608,750 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $1,140 |
| Value of total corrective distributions | 2023-01-01 | $13,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $798,641 |
| Value of total assets at end of year | 2023-01-01 | $5,909,867 |
| Value of total assets at beginning of year | 2023-01-01 | $5,688,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $33,909 |
| Total interest from all sources | 2023-01-01 | $2,813 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $101,399 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $101,399 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $518,034 |
| Participant contributions at end of year | 2023-01-01 | $6,308 |
| Participant contributions at beginning of year | 2023-01-01 | $15,907 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $122,069 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $73 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $96 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $221,485 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,909,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,688,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,903,486 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,672,379 |
| Interest on participant loans | 2023-01-01 | $2,813 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $976,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $158,538 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,608,750 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | RILEY AND COMPANY PLLC |
| Accountancy firm EIN | 2023-01-01 | 760560371 |
| 2022 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2022 401k financial data | ||
| Total income from all sources (including contributions) | 2022-12-31 | $-606,771 |
| Total of all expenses incurred | 2022-12-31 | $799,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $715,346 |
| Value of total corrective distributions | 2022-12-31 | $49,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $722,517 |
| Value of total assets at end of year | 2022-12-31 | $5,688,382 |
| Value of total assets at beginning of year | 2022-12-31 | $7,094,570 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,405 |
| Total interest from all sources | 2022-12-31 | $648 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $71,773 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $71,773 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $554,062 |
| Participant contributions at end of year | 2022-12-31 | $15,907 |
| Participant contributions at beginning of year | 2022-12-31 | $9,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,407 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $96 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $10 |
| Administrative expenses (other) incurred | 2022-12-31 | $34,405 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,406,188 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,688,382 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,094,570 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,672,379 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,085,545 |
| Interest on participant loans | 2022-12-31 | $648 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,401,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $160,048 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $715,346 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | LBMC, PC |
| Accountancy firm EIN | 2022-12-31 | 621199757 |
| Total income from all sources (including contributions) | 2022-01-01 | $-606,771 |
| Total of all expenses incurred | 2022-01-01 | $799,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $715,346 |
| Value of total corrective distributions | 2022-01-01 | $49,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $722,517 |
| Value of total assets at end of year | 2022-01-01 | $5,688,382 |
| Value of total assets at beginning of year | 2022-01-01 | $7,094,570 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $34,405 |
| Total interest from all sources | 2022-01-01 | $648 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $71,773 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $71,773 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $554,062 |
| Participant contributions at end of year | 2022-01-01 | $15,907 |
| Participant contributions at beginning of year | 2022-01-01 | $9,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $8,407 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $96 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $10 |
| Administrative expenses (other) incurred | 2022-01-01 | $34,405 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,406,188 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,688,382 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,094,570 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,672,379 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,085,545 |
| Interest on participant loans | 2022-01-01 | $648 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,401,709 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $160,048 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $715,346 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | LBMC, PC |
| Accountancy firm EIN | 2022-01-01 | 621199757 |
| 2021 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2021 401k financial data | ||
| Total income from all sources (including contributions) | 2021-12-31 | $1,706,391 |
| Total of all expenses incurred | 2021-12-31 | $864,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $789,475 |
| Value of total corrective distributions | 2021-12-31 | $33,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $701,246 |
| Value of total assets at end of year | 2021-12-31 | $7,094,570 |
| Value of total assets at beginning of year | 2021-12-31 | $6,252,948 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,555 |
| Total interest from all sources | 2021-12-31 | $1,179 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $87,112 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $87,112 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $546,132 |
| Participant contributions at end of year | 2021-12-31 | $9,015 |
| Participant contributions at beginning of year | 2021-12-31 | $28,714 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $63,421 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $10 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $28 |
| Administrative expenses (other) incurred | 2021-12-31 | $41,555 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $841,622 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,094,570 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,252,948 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,085,545 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,224,206 |
| Interest on participant loans | 2021-12-31 | $1,179 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $916,854 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $91,693 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $789,475 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | LBMC, PC |
| Accountancy firm EIN | 2021-12-31 | 621199757 |
| 2020 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2020 401k financial data | ||
| Total income from all sources (including contributions) | 2020-12-31 | $1,726,968 |
| Total of all expenses incurred | 2020-12-31 | $849,171 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $815,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $737,803 |
| Value of total assets at end of year | 2020-12-31 | $6,252,948 |
| Value of total assets at beginning of year | 2020-12-31 | $5,375,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $33,619 |
| Total interest from all sources | 2020-12-31 | $1,753 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $66,450 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $66,450 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $587,527 |
| Participant contributions at end of year | 2020-12-31 | $28,714 |
| Participant contributions at beginning of year | 2020-12-31 | $32,218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,240 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $28 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $21 |
| Administrative expenses (other) incurred | 2020-12-31 | $33,619 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $877,797 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,252,948 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,375,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,224,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,342,912 |
| Interest on participant loans | 2020-12-31 | $1,753 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $920,962 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $146,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $815,552 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | LBMC, PC |
| Accountancy firm EIN | 2020-12-31 | 621199757 |
| 2019 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2019 401k financial data | ||
| Total income from all sources (including contributions) | 2019-12-31 | $1,959,202 |
| Total of all expenses incurred | 2019-12-31 | $543,903 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $514,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $972,336 |
| Value of total assets at end of year | 2019-12-31 | $5,375,151 |
| Value of total assets at beginning of year | 2019-12-31 | $3,959,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,128 |
| Total interest from all sources | 2019-12-31 | $1,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $68,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $68,493 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $588,423 |
| Participant contributions at end of year | 2019-12-31 | $32,218 |
| Participant contributions at beginning of year | 2019-12-31 | $21,553 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $28,812 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $21 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $11 |
| Administrative expenses (other) incurred | 2019-12-31 | $29,128 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,415,299 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,375,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,959,852 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,342,912 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,938,288 |
| Interest on participant loans | 2019-12-31 | $1,491 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $916,882 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $355,101 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $514,775 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LBMC, PC |
| Accountancy firm EIN | 2019-12-31 | 621199757 |
| 2018 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2018 401k financial data | ||
| Total income from all sources (including contributions) | 2018-12-31 | $587,564 |
| Total of all expenses incurred | 2018-12-31 | $1,281,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,252,615 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $807,827 |
| Value of total assets at end of year | 2018-12-31 | $3,959,852 |
| Value of total assets at beginning of year | 2018-12-31 | $4,653,351 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,448 |
| Total interest from all sources | 2018-12-31 | $1,300 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $56,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $56,434 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $362,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $503,878 |
| Participant contributions at end of year | 2018-12-31 | $21,553 |
| Participant contributions at beginning of year | 2018-12-31 | $23,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $39 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $11 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $28,448 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-693,499 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,959,852 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,653,351 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,938,288 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,630,336 |
| Interest on participant loans | 2018-12-31 | $1,300 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-277,997 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $303,910 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,252,615 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | LBMC, PC |
| Accountancy firm EIN | 2018-12-31 | 621199757 |
| 2017 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources (including contributions) | 2017-12-31 | $1,546,697 |
| Total of all expenses incurred | 2017-12-31 | $507,014 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $469,932 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $11,267 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $770,705 |
| Value of total assets at end of year | 2017-12-31 | $4,653,351 |
| Value of total assets at beginning of year | 2017-12-31 | $3,613,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,815 |
| Total interest from all sources | 2017-12-31 | $1,475 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $54,717 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $54,717 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $362,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $478,600 |
| Participant contributions at end of year | 2017-12-31 | $23,015 |
| Participant contributions at beginning of year | 2017-12-31 | $40,037 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $14,247 |
| Administrative expenses (other) incurred | 2017-12-31 | $25,815 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,039,683 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,653,351 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,613,668 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,630,336 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,573,631 |
| Interest on participant loans | 2017-12-31 | $1,475 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $719,800 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $277,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $469,932 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | LBMC, PC |
| Accountancy firm EIN | 2017-12-31 | 621199757 |
| 2016 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2016 401k financial data | ||
| Total income from all sources (including contributions) | 2016-12-31 | $1,007,950 |
| Total of all expenses incurred | 2016-12-31 | $647,217 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $638,875 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $738,505 |
| Value of total assets at end of year | 2016-12-31 | $3,613,668 |
| Value of total assets at beginning of year | 2016-12-31 | $3,252,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,342 |
| Total interest from all sources | 2016-12-31 | $1,455 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $7,390 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $7,390 |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $445,049 |
| Participant contributions at end of year | 2016-12-31 | $40,037 |
| Participant contributions at beginning of year | 2016-12-31 | $25,726 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,631 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $360,733 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,613,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,252,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,573,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,402,376 |
| Interest on participant loans | 2016-12-31 | $1,455 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $824,833 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $260,600 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $280,825 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $638,875 |
| Contract administrator fees | 2016-12-31 | $8,342 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | LBMC, PC |
| Accountancy firm EIN | 2016-12-31 | 621199757 |
| 2015 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $699,344 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $450,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $447,719 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $118 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $713,464 |
| Value of total assets at end of year | 2015-12-31 | $3,252,935 |
| Value of total assets at beginning of year | 2015-12-31 | $3,004,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,750 |
| Total interest from all sources | 2015-12-31 | $907 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $147,187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $147,187 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $301,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $437,135 |
| Participant contributions at end of year | 2015-12-31 | $25,726 |
| Participant contributions at beginning of year | 2015-12-31 | $15,449 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $24,819 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $248,757 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,252,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,004,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,402,376 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,328,187 |
| Interest on participant loans | 2015-12-31 | $907 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $824,833 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $660,542 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-150,802 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-11,412 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $251,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $447,719 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BKD LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $711,792 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $989,065 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $982,954 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,211 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $549,823 |
| Value of total assets at end of year | 2014-12-31 | $3,004,178 |
| Value of total assets at beginning of year | 2014-12-31 | $3,281,451 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,900 |
| Total interest from all sources | 2014-12-31 | $653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $161,076 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $161,076 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $329,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $337,206 |
| Participant contributions at end of year | 2014-12-31 | $15,449 |
| Participant contributions at beginning of year | 2014-12-31 | $22,171 |
| Other income not declared elsewhere | 2014-12-31 | $2 |
| Administrative expenses (other) incurred | 2014-12-31 | $3,900 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-277,273 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,004,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,281,451 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,328,187 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,567,631 |
| Interest on participant loans | 2014-12-31 | $653 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $660,542 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $691,649 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-43,546 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $43,784 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $212,617 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $982,954 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BKD LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,341,621 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $229,572 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $222,531 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $4,362 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $789,954 |
| Value of total assets at end of year | 2013-12-31 | $3,281,451 |
| Value of total assets at beginning of year | 2013-12-31 | $2,169,402 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,679 |
| Total interest from all sources | 2013-12-31 | $1,014 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $119,727 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $119,727 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $217,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $457,830 |
| Participant contributions at end of year | 2013-12-31 | $22,171 |
| Participant contributions at beginning of year | 2013-12-31 | $17,509 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $35,072 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,679 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,112,049 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,281,451 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,169,402 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,567,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,738,670 |
| Interest on participant loans | 2013-12-31 | $1,014 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $691,649 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $413,223 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $321,487 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $109,439 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $297,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $222,531 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HOOD & STRONG LLP |
| Accountancy firm EIN | 2013-12-31 | 941254756 |
| 2012 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,003,173 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $542,180 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $540,230 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $756,523 |
| Value of total assets at end of year | 2012-12-31 | $2,169,402 |
| Value of total assets at beginning of year | 2012-12-31 | $1,708,409 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,950 |
| Total interest from all sources | 2012-12-31 | $925 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $45,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $45,303 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $171,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $478,189 |
| Participant contributions at end of year | 2012-12-31 | $17,509 |
| Participant contributions at beginning of year | 2012-12-31 | $21,537 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $460,993 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,169,402 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,708,409 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,738,670 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,422,667 |
| Interest on participant loans | 2012-12-31 | $925 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $413,223 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $264,205 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $166,739 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $33,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $278,334 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $540,230 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HOOD & STRONG LLP |
| Accountancy firm EIN | 2012-12-31 | 941254756 |
| 2011 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $694,293 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $78,850 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $77,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $768,875 |
| Value of total assets at end of year | 2011-12-31 | $1,708,409 |
| Value of total assets at beginning of year | 2011-12-31 | $1,092,966 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,850 |
| Total interest from all sources | 2011-12-31 | $798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $37,429 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $37,429 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $110,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $361,805 |
| Participant contributions at end of year | 2011-12-31 | $21,537 |
| Participant contributions at beginning of year | 2011-12-31 | $3,570 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $193,067 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,850 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $615,443 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,708,409 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,092,966 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,422,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $968,238 |
| Interest on participant loans | 2011-12-31 | $798 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $264,205 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $121,158 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-110,869 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-1,940 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $214,003 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $77,000 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | HOOD & STRONG LLP |
| Accountancy firm EIN | 2011-12-31 | 941254756 |
| 2010 : TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $713,159 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $414,578 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $34,771 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $33,971 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $268,363 |
| Value of total assets at end of year | 2010-12-31 | $1,092,966 |
| Value of total assets at beginning of year | 2010-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $800 |
| Total interest from all sources | 2010-12-31 | $35 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $14,616 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $14,616 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $146,111 |
| Participant contributions at end of year | 2010-12-31 | $3,570 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $18,076 |
| Administrative expenses (other) incurred | 2010-12-31 | $800 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $379,807 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,092,966 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $968,238 |
| Interest on participant loans | 2010-12-31 | $35 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $121,158 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $122,387 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $9,177 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $104,176 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $33,971 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | HOOD & STRONG LLP |
| Accountancy firm EIN | 2010-12-31 | 941254756 |
| 2024: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2024 form 5500 responses | ||
|---|---|---|
| 2024-01-01 | Type of plan entity | Single employer plan |
| 2024-01-01 | This submission is the final filing | Yes |
| 2024-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2024-01-01 | Plan funding arrangement – Trust | Yes |
| 2024-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2023 form 5500 responses | ||
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: TRUMPET BEHAVIORAL HEALTH 401(K) PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
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