?>
Logo

BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 401k Plan overview

Plan NameBEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN
Plan identification number 002

BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BEHAVIORAL CONNECTIONS OF WOOD COUNTY INC. has sponsored the creation of one or more 401k plans.

Company Name:BEHAVIORAL CONNECTIONS OF WOOD COUNTY INC.
Employer identification number (EIN):341262376
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01DONNA JABLONSKI DONNA JABLONSKI2017-11-29
0022015-01-01DEBORA SMITH
0022014-01-01DEBORA SMITH
0022013-01-01DEBORA SMITH
0022012-01-01DEBORA SMITH DEBORA SMITH2014-01-03
0022011-01-01DEBORA SMITH
0022010-01-01DEBORA SMITH
0022009-01-01DEBORA SMITH

Plan Statistics for BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN

401k plan membership statisitcs for BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN

Measure Date Value
2016: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0188
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0193
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01124
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01182
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01198
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01187
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01175
Total number of active participants reported on line 7a of the Form 55002010-01-01152
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01179
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01175
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN

Measure Date Value
2016 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2016 401k financial data
Transfers to/from the plan2016-02-29$-1,856,275
Total plan liabilities at end of year2016-02-29$0
Total plan liabilities at beginning of year2016-02-29$2,216
Total income from all sources2016-02-29$3,213
Expenses. Total of all expenses incurred2016-02-29$230,613
Benefits paid (including direct rollovers)2016-02-29$226,102
Total plan assets at end of year2016-02-29$0
Total plan assets at beginning of year2016-02-29$2,085,891
Value of fidelity bond covering the plan2016-02-29$50,000
Total contributions received or receivable from participants2016-02-29$940
Other income received2016-02-29$1,016
Net income (gross income less expenses)2016-02-29$-227,400
Net plan assets at end of year (total assets less liabilities)2016-02-29$0
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$2,083,675
Total contributions received or receivable from employer(s)2016-02-29$1,257
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$4,511
2015 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,557
Total income from all sources (including contributions)2015-12-31$-4,855
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$546,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$517,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,929
Value of total assets at end of year2015-12-31$2,085,891
Value of total assets at beginning of year2015-12-31$2,640,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,256
Total interest from all sources2015-12-31$716
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$114,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$114,824
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$37,009
Participant contributions at end of year2015-12-31$19,606
Participant contributions at beginning of year2015-12-31$30,834
Liabilities. Value of operating payables at end of year2015-12-31$2,216
Liabilities. Value of operating payables at beginning of year2015-12-31$5,557
Total non interest bearing cash at end of year2015-12-31$23,378
Total non interest bearing cash at beginning of year2015-12-31$15,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-551,184
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,083,675
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,634,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,945,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,262,079
Interest on participant loans2015-12-31$716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$97,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$331,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$331,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-173,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$517,073
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEBER O'BRIEN LTD
Accountancy firm EIN2015-12-31341591161
2014 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,802
Total income from all sources (including contributions)2014-12-31$216,443
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$391,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,204
Expenses. Certain deemed distributions of participant loans2014-12-31$2,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$70,962
Value of total assets at end of year2014-12-31$2,640,416
Value of total assets at beginning of year2014-12-31$2,816,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,238
Total interest from all sources2014-12-31$1,215
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$118,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$118,702
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,681
Participant contributions at end of year2014-12-31$30,834
Participant contributions at beginning of year2014-12-31$54,680
Participant contributions at beginning of year2014-12-31$1,960
Liabilities. Value of operating payables at end of year2014-12-31$5,557
Liabilities. Value of operating payables at beginning of year2014-12-31$5,802
Total non interest bearing cash at end of year2014-12-31$15,710
Total non interest bearing cash at beginning of year2014-12-31$11,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-175,385
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,634,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,810,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,262,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,308,412
Interest on participant loans2014-12-31$1,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$331,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$436,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$436,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,281
Employer contributions (assets) at beginning of year2014-12-31$2,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,204
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEBER O'BRIEN LTD
Accountancy firm EIN2014-12-31341591161
2013 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,754
Total income from all sources (including contributions)2013-12-31$285,434
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$928,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$895,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$77,936
Value of total assets at end of year2013-12-31$2,816,046
Value of total assets at beginning of year2013-12-31$3,460,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,092
Total interest from all sources2013-12-31$1,703
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$96,242
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$96,242
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$50,652
Participant contributions at end of year2013-12-31$54,680
Participant contributions at beginning of year2013-12-31$99,688
Participant contributions at end of year2013-12-31$1,960
Participant contributions at beginning of year2013-12-31$2,144
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,284
Liabilities. Value of operating payables at end of year2013-12-31$5,802
Liabilities. Value of operating payables at beginning of year2013-12-31$6,754
Total non interest bearing cash at end of year2013-12-31$11,826
Total non interest bearing cash at beginning of year2013-12-31$18,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-643,537
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,810,244
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,453,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,308,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,834,041
Interest on participant loans2013-12-31$1,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$436,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$495,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$495,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$109,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$2,709
Employer contributions (assets) at beginning of year2013-12-31$10,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$895,879
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN2013-12-31370802863
2012 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,927
Total income from all sources (including contributions)2012-12-31$757,207
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$228,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$450,001
Value of total assets at end of year2012-12-31$3,460,535
Value of total assets at beginning of year2012-12-31$2,930,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,005
Total interest from all sources2012-12-31$2,671
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$132,803
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$132,803
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$208,986
Participant contributions at end of year2012-12-31$99,688
Participant contributions at beginning of year2012-12-31$53,430
Participant contributions at end of year2012-12-31$2,144
Participant contributions at beginning of year2012-12-31$7,784
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,653
Liabilities. Value of operating payables at end of year2012-12-31$6,754
Liabilities. Value of operating payables at beginning of year2012-12-31$5,927
Total non interest bearing cash at end of year2012-12-31$18,666
Total non interest bearing cash at beginning of year2012-12-31$2,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$529,023
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,453,781
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,924,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$41,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,834,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,424,589
Interest on participant loans2012-12-31$2,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$495,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$412,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$412,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$171,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$236,362
Employer contributions (assets) at end of year2012-12-31$10,318
Employer contributions (assets) at beginning of year2012-12-31$29,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,179
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,227
Total income from all sources (including contributions)2011-12-31$392,608
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$515,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$483,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$496,230
Value of total assets at end of year2011-12-31$2,930,685
Value of total assets at beginning of year2011-12-31$3,059,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,462
Total interest from all sources2011-12-31$1,814
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$225,677
Participant contributions at end of year2011-12-31$53,430
Participant contributions at beginning of year2011-12-31$39,726
Participant contributions at end of year2011-12-31$7,784
Participant contributions at beginning of year2011-12-31$14,797
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,763
Liabilities. Value of operating payables at end of year2011-12-31$5,927
Liabilities. Value of operating payables at beginning of year2011-12-31$12,227
Total non interest bearing cash at end of year2011-12-31$2,600
Total non interest bearing cash at beginning of year2011-12-31$1,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-122,964
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,924,758
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,047,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,424,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,617,089
Interest on participant loans2011-12-31$1,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$412,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$366,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$366,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-105,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$248,790
Employer contributions (assets) at end of year2011-12-31$29,449
Employer contributions (assets) at beginning of year2011-12-31$19,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$483,110
Contract administrator fees2011-12-31$7,714
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON, LARSON, ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,214
Total income from all sources (including contributions)2010-12-31$788,129
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$106,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$75,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$505,115
Value of total assets at end of year2010-12-31$3,059,959
Value of total assets at beginning of year2010-12-31$2,371,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,788
Total interest from all sources2010-12-31$1,068
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$216,954
Participant contributions at end of year2010-12-31$39,726
Participant contributions at beginning of year2010-12-31$26,900
Participant contributions at end of year2010-12-31$14,797
Participant contributions at beginning of year2010-12-31$26,807
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,980
Liabilities. Value of operating payables at end of year2010-12-31$12,227
Liabilities. Value of operating payables at beginning of year2010-12-31$5,214
Total non interest bearing cash at end of year2010-12-31$1,652
Total non interest bearing cash at beginning of year2010-12-31$132,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$681,320
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,047,732
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,366,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$31,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,617,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,878,777
Interest on participant loans2010-12-31$1,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$366,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$265,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$265,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$281,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$257,181
Employer contributions (assets) at end of year2010-12-31$19,998
Employer contributions (assets) at beginning of year2010-12-31$40,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$75,021
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN

2016: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEHAVIORAL CONNECTIONS OF WOOD COUNTY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3