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Plan Name | WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ALLIANCE FOR SOUTH SOUND HEALTH |
Employer identification number (EIN): | 474654897 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about ALLIANCE FOR SOUTH SOUND HEALTH
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2014-12-11 |
Company Identification Number: | 603458691 |
Legal Registered Office Address: |
711 CAPITOL WAY S SUITE 204 OLYMPIA United States of America (USA) 985011267 |
More information about ALLIANCE FOR SOUTH SOUND HEALTH
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | CHRISTOPHER RAKUNAS | 2020-10-05 |
Measure | Date | Value |
---|---|---|
2022: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 23 |
Total of all active and inactive participants | 2022-01-01 | 199 |
Total participants | 2022-01-01 | 199 |
Number of participants with account balances | 2022-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 199 |
Number of participants with account balances | 2021-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 263 |
Number of participants with account balances | 2020-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $690 |
Total income from all sources (including contributions) | 2022-12-31 | $408,097 |
Total of all expenses incurred | 2022-12-31 | $423,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $406,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $733,473 |
Value of total assets at end of year | 2022-12-31 | $1,767,266 |
Value of total assets at beginning of year | 2022-12-31 | $1,781,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,191 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $34,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $34,828 |
Administrative expenses professional fees incurred | 2022-12-31 | $4,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $652,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,933 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,766,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,781,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,686,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,694,269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-360,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $81,249 |
Employer contributions (assets) at end of year | 2022-12-31 | $81,249 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $87,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $406,839 |
Contract administrator fees | 2022-12-31 | $11,691 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $1,070,180 |
Total of all expenses incurred | 2021-12-31 | $315,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $289,796 |
Value of total corrective distributions | 2021-12-31 | $10,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $882,517 |
Value of total assets at end of year | 2021-12-31 | $1,781,509 |
Value of total assets at beginning of year | 2021-12-31 | $1,026,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,126 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $28,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $28,347 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $640,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $154,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $754,894 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,781,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,026,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,694,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $929,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $159,316 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $87,240 |
Employer contributions (assets) at end of year | 2021-12-31 | $87,240 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $96,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $289,796 |
Contract administrator fees | 2021-12-31 | $15,126 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $771,389 |
Total of all expenses incurred | 2020-12-31 | $86,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $78,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $629,401 |
Value of total assets at end of year | 2020-12-31 | $1,026,615 |
Value of total assets at beginning of year | 2020-12-31 | $341,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $460,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $71,933 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $198 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $684,679 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,026,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $341,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $929,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $341,936 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $129,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $96,704 |
Employer contributions (assets) at end of year | 2020-12-31 | $96,705 |
Income. Dividends from common stock | 2020-12-31 | $12,669 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $78,120 |
Contract administrator fees | 2020-12-31 | $8,392 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2022: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WELLFOUND BEHAVIORAL HEALTH HOSPITAL 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |