?>
Logo

LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameLEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN
Plan identification number 001

LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEYDEN FAMILY SERVICE & MENTAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:LEYDEN FAMILY SERVICE & MENTAL HEALTH CENTER
Employer identification number (EIN):362235147
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01KAREN J CHRISTENSEN2022-04-19
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BRUCE SEWICK BRUCE SEWICK2018-04-09
0012015-07-01DONNA SANTORO DONNA SANTORO2017-04-13
0012014-07-01DONNA CHIARIELLO SANTORO DONNA CHIARIELLO SANTORO2016-03-30
0012013-07-01DONNA CHIARIELLO SANTORO DONNA CHIARIELLO SANTORO2015-04-14
0012012-07-01DONNA CHIARIELLO SANTORO DONNA CHIARIELLO SANTORO2014-04-08
0012011-07-01DONNA CHIARIELLO SANTORO DONNA CHIARIELLO SANTORO2013-04-08
0012010-07-01DONNA SANTORO DONNA SANTORO2012-04-13
0012009-07-01GAIL WATERS DONNA SANTORO2011-04-14

Plan Statistics for LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

Measure Date Value
2021: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01136
Total number of active participants reported on line 7a of the Form 55002021-07-0183
Number of retired or separated participants receiving benefits2021-07-018
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01134
Number of participants with account balances2021-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01121
Total number of active participants reported on line 7a of the Form 55002020-07-0184
Number of retired or separated participants receiving benefits2020-07-014
Number of other retired or separated participants entitled to future benefits2020-07-0148
Total of all active and inactive participants2020-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01136
Number of participants with account balances2020-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01141
Total number of active participants reported on line 7a of the Form 55002019-07-0174
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0147
Total of all active and inactive participants2019-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01121
Number of participants with account balances2019-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01142
Total number of active participants reported on line 7a of the Form 55002018-07-0195
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0144
Total of all active and inactive participants2018-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01139
Number of participants with account balances2018-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01130
Total number of active participants reported on line 7a of the Form 55002017-07-0190
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0147
Total of all active and inactive participants2017-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01137
Number of participants with account balances2017-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01127
Total number of active participants reported on line 7a of the Form 55002016-07-0183
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0146
Total of all active and inactive participants2016-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01129
Number of participants with account balances2016-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01133
Total number of active participants reported on line 7a of the Form 55002015-07-0183
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01126
Number of participants with account balances2015-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01136
Total number of active participants reported on line 7a of the Form 55002014-07-0192
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0142
Total of all active and inactive participants2014-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01134
Number of participants with account balances2014-07-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01132
Total number of active participants reported on line 7a of the Form 55002013-07-0192
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0140
Total of all active and inactive participants2013-07-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01132
Number of participants with account balances2013-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01133
Total number of active participants reported on line 7a of the Form 55002012-07-0190
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0139
Total of all active and inactive participants2012-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01129
Number of participants with account balances2012-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01135
Total number of active participants reported on line 7a of the Form 55002011-07-0194
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0141
Total of all active and inactive participants2011-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01135
Number of participants with account balances2011-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01154
Total number of active participants reported on line 7a of the Form 55002010-07-01109
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0143
Total of all active and inactive participants2010-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01152
Number of participants with account balances2010-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01157
Total number of active participants reported on line 7a of the Form 55002009-07-01130
Number of other retired or separated participants entitled to future benefits2009-07-0147
Total of all active and inactive participants2009-07-01177
Total participants2009-07-01177
Number of participants with account balances2009-07-0188

Financial Data on LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-327,035
Total of all expenses incurred2022-06-30$114,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$114,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$240,730
Value of total assets at end of year2022-06-30$3,839,431
Value of total assets at beginning of year2022-06-30$4,280,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$120
Total interest from all sources2022-06-30$-3,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$428,073
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$155,489
Participant contributions at end of year2022-06-30$12,745
Participant contributions at beginning of year2022-06-30$14,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-441,296
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,839,431
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,280,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,305,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,462,034
Value of interest in pooled separate accounts at end of year2022-06-30$130,826
Value of interest in pooled separate accounts at beginning of year2022-06-30$299,839
Interest on participant loans2022-06-30$718
Interest earned on other investments2022-06-30$-4,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$390,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$504,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-550,862
Net investment gain/loss from pooled separate accounts2022-06-30$-13,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$85,241
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$114,141
Contract administrator fees2022-06-30$120
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BKD LLP
Accountancy firm EIN2022-06-30440160260
2021 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,093,403
Total of all expenses incurred2021-06-30$49,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$48,606
Value of total corrective distributions2021-06-30$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$229,161
Value of total assets at end of year2021-06-30$4,280,727
Value of total assets at beginning of year2021-06-30$3,237,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,179
Total interest from all sources2021-06-30$18,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$428,073
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$146,771
Participant contributions at end of year2021-06-30$14,523
Participant contributions at beginning of year2021-06-30$29,449
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,043,559
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,280,727
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,237,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,462,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,487,948
Value of interest in pooled separate accounts at end of year2021-06-30$299,839
Value of interest in pooled separate accounts at beginning of year2021-06-30$227,192
Interest on participant loans2021-06-30$1,271
Interest earned on other investments2021-06-30$17,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$504,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$492,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$772,395
Net investment gain/loss from pooled separate accounts2021-06-30$73,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$82,390
Employer contributions (assets) at end of year2021-06-30$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$48,606
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BKD LLP
Accountancy firm EIN2021-06-30440160260
2020 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$297,140
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$172,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$169,204
Value of total corrective distributions2020-06-30$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$225,049
Value of total assets at end of year2020-06-30$3,237,168
Value of total assets at beginning of year2020-06-30$3,112,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,823
Total interest from all sources2020-06-30$18,939
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$323,717
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$144,795
Participant contributions at end of year2020-06-30$29,449
Participant contributions at beginning of year2020-06-30$78,248
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$124,884
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,237,168
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,112,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,487,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,321,129
Value of interest in pooled separate accounts at end of year2020-06-30$227,192
Value of interest in pooled separate accounts at beginning of year2020-06-30$226,221
Interest on participant loans2020-06-30$2,848
Interest earned on other investments2020-06-30$16,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$492,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$486,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$43,813
Net investment gain/loss from pooled separate accounts2020-06-30$9,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$80,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$169,204
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BKD LLP
Accountancy firm EIN2020-06-30440160260
2019 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$437,246
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$435,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$432,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$268,154
Value of total assets at end of year2019-06-30$3,112,284
Value of total assets at beginning of year2019-06-30$3,110,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,923
Total interest from all sources2019-06-30$20,209
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$311,228
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$140,436
Participant contributions at end of year2019-06-30$78,248
Participant contributions at beginning of year2019-06-30$84,150
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$54,146
Administrative expenses (other) incurred2019-06-30$2,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,059
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,112,284
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,110,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,321,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,246,716
Value of interest in pooled separate accounts at end of year2019-06-30$226,221
Value of interest in pooled separate accounts at beginning of year2019-06-30$295,676
Interest on participant loans2019-06-30$4,194
Interest earned on other investments2019-06-30$16,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$486,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$483,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$134,181
Net investment gain/loss from pooled separate accounts2019-06-30$14,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$73,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$432,264
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BKD LLP
Accountancy firm EIN2019-06-30440160260
2018 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$487,902
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$646,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$644,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$249,224
Value of total assets at end of year2018-06-30$3,110,225
Value of total assets at beginning of year2018-06-30$3,268,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,359
Total interest from all sources2018-06-30$19,344
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$311,022
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$162,853
Participant contributions at end of year2018-06-30$84,150
Participant contributions at beginning of year2018-06-30$44,431
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,935
Administrative expenses (other) incurred2018-06-30$2,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-158,611
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,110,225
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,268,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,246,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,453,077
Value of interest in pooled separate accounts at end of year2018-06-30$295,676
Value of interest in pooled separate accounts at beginning of year2018-06-30$291,047
Interest on participant loans2018-06-30$3,915
Interest earned on other investments2018-06-30$15,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$483,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$480,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$193,574
Net investment gain/loss from pooled separate accounts2018-06-30$25,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$84,436
Employer contributions (assets) at beginning of year2018-06-30$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$644,154
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BKD LLP
Accountancy firm EIN2018-06-30440160260
2017 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$488,538
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$405,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$403,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$222,835
Value of total assets at end of year2017-06-30$3,268,836
Value of total assets at beginning of year2017-06-30$3,185,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,050
Total interest from all sources2017-06-30$18,332
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$326,884
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$143,690
Participant contributions at end of year2017-06-30$44,431
Participant contributions at beginning of year2017-06-30$13,975
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Administrative expenses (other) incurred2017-06-30$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$83,106
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,268,836
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,185,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,453,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,303,356
Value of interest in pooled separate accounts at end of year2017-06-30$291,047
Value of interest in pooled separate accounts at beginning of year2017-06-30$263,066
Interest on participant loans2017-06-30$1,229
Interest earned on other investments2017-06-30$17,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$480,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$605,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$209,465
Net investment gain/loss from pooled separate accounts2017-06-30$37,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$79,145
Employer contributions (assets) at end of year2017-06-30$67
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$403,382
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BKD LLP
Accountancy firm EIN2017-06-30440160260
2016 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$221,693
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$394,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$392,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$258,366
Value of total assets at end of year2016-06-30$3,185,730
Value of total assets at beginning of year2016-06-30$3,358,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,053
Total interest from all sources2016-06-30$19,185
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$167,275
Participant contributions at end of year2016-06-30$13,975
Participant contributions at beginning of year2016-06-30$17,139
Participant contributions at beginning of year2016-06-30$3,925
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-172,384
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,185,730
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,358,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,303,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,446,631
Value of interest in pooled separate accounts at end of year2016-06-30$263,066
Value of interest in pooled separate accounts at beginning of year2016-06-30$305,720
Interest on participant loans2016-06-30$684
Interest earned on other investments2016-06-30$18,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$605,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$577,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-49,818
Net investment gain/loss from pooled separate accounts2016-06-30$-6,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$91,091
Employer contributions (assets) at beginning of year2016-06-30$7,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$392,024
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BKD LLP
Accountancy firm EIN2016-06-30440160260
2015 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$276,998
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$182,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$180,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$268,188
Value of total assets at end of year2015-06-30$3,358,114
Value of total assets at beginning of year2015-06-30$3,263,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,797
Total interest from all sources2015-06-30$19,827
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$170,430
Participant contributions at end of year2015-06-30$17,139
Participant contributions at beginning of year2015-06-30$18,745
Participant contributions at end of year2015-06-30$3,925
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Administrative expenses (other) incurred2015-06-30$1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$94,232
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,358,114
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,263,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,446,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,322,524
Value of interest in pooled separate accounts at end of year2015-06-30$305,720
Value of interest in pooled separate accounts at beginning of year2015-06-30$324,106
Interest on participant loans2015-06-30$784
Interest earned on other investments2015-06-30$19,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$577,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$598,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-23,655
Net investment gain/loss from pooled separate accounts2015-06-30$12,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$97,758
Employer contributions (assets) at end of year2015-06-30$7,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$180,969
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BKD LLP
Accountancy firm EIN2015-06-30440160260
2014 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$646,356
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$492,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$490,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$266,282
Value of total assets at end of year2014-06-30$3,263,882
Value of total assets at beginning of year2014-06-30$3,110,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,865
Total interest from all sources2014-06-30$17,990
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$168,951
Participant contributions at end of year2014-06-30$18,745
Participant contributions at beginning of year2014-06-30$20,334
Participant contributions at beginning of year2014-06-30$7,347
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$287
Administrative expenses (other) incurred2014-06-30$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$153,769
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,263,882
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,110,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,322,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,120,731
Value of interest in pooled separate accounts at end of year2014-06-30$324,106
Value of interest in pooled separate accounts at beginning of year2014-06-30$337,669
Interest on participant loans2014-06-30$819
Interest earned on other investments2014-06-30$17,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$598,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$619,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$301,484
Net investment gain/loss from pooled separate accounts2014-06-30$60,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$97,331
Employer contributions (assets) at beginning of year2014-06-30$4,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$490,722
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BKD LLP
Accountancy firm EIN2014-06-30440160260
2013 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$535,419
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$182,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$180,482
Value of total corrective distributions2013-06-30$470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$278,665
Value of total assets at end of year2013-06-30$3,110,113
Value of total assets at beginning of year2013-06-30$2,757,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,764
Total interest from all sources2013-06-30$22,218
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$179,303
Participant contributions at end of year2013-06-30$20,334
Participant contributions at beginning of year2013-06-30$9,701
Participant contributions at end of year2013-06-30$7,347
Participant contributions at beginning of year2013-06-30$8,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$246
Administrative expenses (other) incurred2013-06-30$1,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$352,703
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,110,113
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,757,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,120,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,791,999
Value of interest in pooled separate accounts at end of year2013-06-30$337,669
Value of interest in pooled separate accounts at beginning of year2013-06-30$320,243
Interest on participant loans2013-06-30$501
Interest earned on other investments2013-06-30$21,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$619,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$621,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$187,981
Net investment gain/loss from pooled separate accounts2013-06-30$46,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$99,362
Employer contributions (assets) at end of year2013-06-30$4,051
Employer contributions (assets) at beginning of year2013-06-30$4,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$180,482
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WOLF & COMPANY LLP
Accountancy firm EIN2013-06-30362985665
2012 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$5,623
Total unrealized appreciation/depreciation of assets2012-06-30$5,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$309,634
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$591,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$563,484
Value of total corrective distributions2012-06-30$1,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$278,688
Value of total assets at end of year2012-06-30$2,757,410
Value of total assets at beginning of year2012-06-30$3,039,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$26,381
Total interest from all sources2012-06-30$474
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$179,465
Participant contributions at end of year2012-06-30$9,701
Participant contributions at beginning of year2012-06-30$12,244
Participant contributions at end of year2012-06-30$8,449
Participant contributions at beginning of year2012-06-30$6,137
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$194
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$246
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-281,744
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,757,410
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,039,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,791,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$70,272
Value of interest in pooled separate accounts at end of year2012-06-30$320,243
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,826,758
Interest on participant loans2012-06-30$474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$621,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,119,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$39,718
Net investment gain/loss from pooled separate accounts2012-06-30$-14,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$99,029
Employer contributions (assets) at end of year2012-06-30$4,817
Employer contributions (assets) at beginning of year2012-06-30$4,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$563,484
Contract administrator fees2012-06-30$26,381
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WOLF & COMPANY LLP
Accountancy firm EIN2012-06-30362985665
2011 : LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$664,608
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$69,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$65,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$292,604
Value of total assets at end of year2011-06-30$3,039,154
Value of total assets at beginning of year2011-06-30$2,444,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,835
Total interest from all sources2011-06-30$1,163
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$127,299
Participant contributions at end of year2011-06-30$12,244
Participant contributions at beginning of year2011-06-30$56,252
Participant contributions at end of year2011-06-30$6,137
Participant contributions at beginning of year2011-06-30$15,313
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$63,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$43,755
Other income not declared elsewhere2011-06-30$29,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$594,813
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,039,154
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,444,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$70,272
Value of interest in pooled separate accounts at end of year2011-06-30$1,826,758
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,496,391
Interest on participant loans2011-06-30$1,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,119,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$866,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$7,342
Net investment gain/loss from pooled separate accounts2011-06-30$333,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$101,357
Employer contributions (assets) at end of year2011-06-30$4,656
Employer contributions (assets) at beginning of year2011-06-30$9,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$22,205
Contract administrator fees2011-06-30$3,835
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WOLF & COMPANY LLP
Accountancy firm EIN2011-06-30362985665

Form 5500 Responses for LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

2021: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LEYDEN FAMILY SERVICE AND MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836932
Policy instance 4
Insurance contract or identification number0836932
Number of Individuals Covered2
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $150
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150
Insurance broker organization code?3
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK7685
Policy instance 3
Insurance contract or identification numberK7685
Number of Individuals Covered4
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number040071
Policy instance 2
Insurance contract or identification number040071
Number of Individuals Covered14
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2DU5T
Policy instance 1
Insurance contract or identification numberGAPB2DU5T
Number of Individuals Covered98
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $221
Amount paid for insurance broker fees0
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number040071
Policy instance 1
Insurance contract or identification number040071
Number of Individuals Covered14
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2DUST
Policy instance 2
Insurance contract or identification numberGAPB2DUST
Number of Individuals Covered5
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $209
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0636932
Policy instance 3
Insurance contract or identification number0636932
Number of Individuals Covered2
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK7685 & K7685B
Policy instance 4
Insurance contract or identification numberK7685 & K7685B
Number of Individuals Covered8
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK7685 & K7685B
Policy instance 4
Insurance contract or identification numberK7685 & K7685B
Number of Individuals Covered8
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836932
Policy instance 3
Insurance contract or identification number0836932
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DUST
Policy instance 2
Insurance contract or identification numberGAP-B2-DUST
Number of Individuals Covered6
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $193
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number040071
Policy instance 1
Insurance contract or identification number040071
Number of Individuals Covered14
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number040071
Policy instance 1
Insurance contract or identification number040071
Number of Individuals Covered15
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DUST
Policy instance 2
Insurance contract or identification numberGAP-B2-DUST
Number of Individuals Covered6
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $183
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $183
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836932
Policy instance 3
Insurance contract or identification number0836932
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK7685 & K7685B
Policy instance 4
Insurance contract or identification numberK7685 & K7685B
Number of Individuals Covered9
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK7685 & K7685B
Policy instance 4
Insurance contract or identification numberK7685 & K7685B
Number of Individuals Covered10
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836932
Policy instance 3
Insurance contract or identification number0836932
Number of Individuals Covered3
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-DUST
Policy instance 2
Insurance contract or identification numberGAP-B2-DUST
Number of Individuals Covered6
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number040071
Policy instance 1
Insurance contract or identification number040071
Number of Individuals Covered16
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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