SUMMIT BEHAVIORAL SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT BEHAVIORAL SERVICES LLC 401(K) PLAN
Measure | Date | Value |
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2022 : SUMMIT BEHAVIORAL SERVICES LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $600,174 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $218,518 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $28,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $22,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $280,792 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $410,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,907 |
Total interest from all sources | 2022-12-31 | $31 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
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 | $161,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $40,583 |
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 | $189,934 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $410,240 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $402,072 |
Interest on participant loans | 2022-12-31 | $31 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $8,168 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-62,305 |
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 | $78,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $22,677 |
Contract administrator fees | 2022-12-31 | $5,907 |
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 | VARNEY & ASSOCIATES, CPAS, LLC |
Accountancy firm EIN | 2022-12-31 | 300038843 |
2021 : SUMMIT BEHAVIORAL SERVICES LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $167,414 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $123,215 |
Value of total assets at end of year | 2021-12-31 | $410,240 |
Value of total assets at beginning of year | 2021-12-31 | $254,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,020 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000 |
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 | $97,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $239 |
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 | $156,079 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $410,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $254,161 |
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 | $402,072 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $249,041 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $8,168 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,120 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $44,199 |
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 | Yes |
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 | $25,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,315 |
Contract administrator fees | 2021-12-31 | $4,020 |
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 | VARNEY & ASSOCIATES, CPAS, LLC |
Accountancy firm EIN | 2021-12-31 | 300038643 |
2020 : SUMMIT BEHAVIORAL SERVICES LLC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $126,189 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $90,493 |
Value of total assets at end of year | 2020-12-31 | $254,161 |
Value of total assets at beginning of year | 2020-12-31 | $130,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,638 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000 |
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 | $69,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $840 |
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 | $123,551 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $254,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $130,610 |
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 | $249,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $128,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $35,696 |
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 | $19,915 |
Contract administrator fees | 2020-12-31 | $2,638 |
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 | VARNEY & ASSOCIATES, CPAS, LLC |
Accountancy firm EIN | 2020-12-31 | 300038643 |