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NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 401k Plan overview

Plan NameNORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN
Plan identification number 001

NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NORTHEAST IOWA MENTAL HEALTH CENTE has sponsored the creation of one or more 401k plans.

Company Name:NORTHEAST IOWA MENTAL HEALTH CENTE
Employer identification number (EIN):420782523
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHARLIE WOODCOCK2023-06-07
0012021-01-01CHARLIE WOODCOCK2022-10-05
0012020-01-01MARCIA OLTROGGE2021-05-06 MARCIA OLTROGGE2021-05-06
0012018-01-01MARCIA OLTROGGE2019-05-24 MARCIA OLTROGGE2019-05-24
0012017-01-01MARCIA A. OLTROGGE2018-06-13 MARCIA A. OLTROGGE2018-06-13
0012016-01-01MARCIA A. OLTROGGE2018-01-10 MARCIA A. OLTROGGE2018-01-10
0012015-01-01MARCIA OLTROGGE2018-01-10 MARCIA OLTROGGE2018-01-10
0012014-01-01MARCIA OLTROGGE2015-06-01 MARCIA OLTROGGE2015-06-01
0012013-01-01MARCIA OLTROGGE2014-07-07 MARCIA OLTROGGE2014-07-07
0012012-01-01MARCIA OLTROGGE2013-06-19 MARCIA OLTROGGE2013-06-25
0012011-01-01MARCIA OLTROGGE2012-06-18 MARCIA OLTROGGE2012-06-20
0012010-01-01ROBERT THACKER ROBERT THACKER2011-06-09
0012009-01-01ROBERT THACKER ROBERT THACKER2010-07-27

Plan Statistics for NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN

401k plan membership statisitcs for NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN

Measure Date Value
2010: NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0134
Number of participants with account balances2010-01-0134
2009: NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0134

Financial Data on NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN

Measure Date Value
2010 : NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$233,393
Expenses. Total of all expenses incurred2010-12-31$19,902
Benefits paid (including direct rollovers)2010-12-31$15,544
Total plan assets at end of year2010-12-31$1,092,410
Total plan assets at beginning of year2010-12-31$878,919
Value of fidelity bond covering the plan2010-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$4,358
Other income received2010-12-31$129,421
Net income (gross income less expenses)2010-12-31$213,491
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,092,410
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$878,919
Assets. Value of participant loans2010-12-31$41,205
Total contributions received or receivable from employer(s)2010-12-31$103,972
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$103,972
Amount contributed by the employer to the plan for this plan year2010-12-31$103,972
2009 : NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$100,748
Amount contributed by the employer to the plan for this plan year2009-12-31$100,748

Form 5500 Responses for NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN

2010: NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NORTHEAST IOWA MENTAL HEALTH CENTER PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008453-K
Policy instance 1
Insurance contract or identification number008453-K
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees58
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJOHN LANDVATTER

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