?>
Logo

FOUR COUNTY MENTAL HEALTH 403(B) PLAN 401k Plan overview

Plan NameFOUR COUNTY MENTAL HEALTH 403(B) PLAN
Plan identification number 001

FOUR COUNTY MENTAL HEALTH 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • 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.

401k Sponsoring company profile

FOUR COUNTY MENTAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOUR COUNTY MENTAL HEALTH CENTER, INC.
Employer identification number (EIN):480697159
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUR COUNTY MENTAL HEALTH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JODI HAYSE JODI HAYSE2018-07-30
0012016-01-01JODI HAYSE JODI HAYSE2017-08-01
0012015-01-01JODI HAYSE JODI HAYSE2016-07-29
0012015-01-01JODI HAYSE JODI HAYSE2016-07-29
0012014-01-01JODI HAYSE JODI HAYSE2015-07-31
0012013-01-01JODI HAYSE JODI HAYSE2014-07-17
0012012-01-01JODI HAYSE JODI HAYSE2013-10-14
0012011-01-01JODI HAYSE JODI HAYSE2012-10-15
0012009-01-01JODI HAYSE JODI HAYSE2010-12-17
0012009-01-01JODI HAYSE JODI HAYSE2010-10-15
0012009-01-01JODI HAYSE JODI HAYSE2010-12-21

Plan Statistics for FOUR COUNTY MENTAL HEALTH 403(B) PLAN

401k plan membership statisitcs for FOUR COUNTY MENTAL HEALTH 403(B) PLAN

Measure Date Value
2022: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01315
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01322
Number of participants with account balances2022-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01297
Total number of active participants reported on line 7a of the Form 55002021-01-01300
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01308
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01298
Total number of active participants reported on line 7a of the Form 55002020-01-01282
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01285
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01291
Number of participants with account balances2019-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01305
Total number of active participants reported on line 7a of the Form 55002018-01-01280
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01287
Number of participants with account balances2018-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01316
Total number of active participants reported on line 7a of the Form 55002017-01-01293
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01297
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01301
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01305
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01357
Total number of active participants reported on line 7a of the Form 55002015-01-01335
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01338
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01296
Total number of active participants reported on line 7a of the Form 55002014-01-01323
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01331
Total participants2014-01-01331
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01295
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01270
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01323
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01279
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01329
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01309
Total participants2011-01-01309
Number of participants with account balances2011-01-0145
2009: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01291
Total number of active participants reported on line 7a of the Form 55002009-01-01306
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01321
Total participants2009-01-01321
Number of participants with account balances2009-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FOUR COUNTY MENTAL HEALTH 403(B) PLAN

Measure Date Value
2022 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-57,541
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$145,982
Value of total assets at end of year2022-12-31$1,401,203
Value of total assets at beginning of year2022-12-31$1,495,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,749
Total interest from all sources2022-12-31$10,115
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$140,671
Participant contributions at end of year2022-12-31$650
Participant contributions at beginning of year2022-12-31$650
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-94,775
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,401,203
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,495,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,097,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,210,431
Interest earned on other investments2022-12-31$10,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$303,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$284,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-213,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,485
Contract administrator fees2022-12-31$10,749
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2022-12-31203906022
2021 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$302,527
Total of all expenses incurred2021-12-31$157,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$148,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$110,439
Value of total assets at end of year2021-12-31$1,495,978
Value of total assets at beginning of year2021-12-31$1,350,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,988
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,733
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$110,439
Participant contributions at end of year2021-12-31$650
Participant contributions at beginning of year2021-12-31$3,532
Administrative expenses (other) incurred2021-12-31$8,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$145,516
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,495,978
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,350,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,210,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,079,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$284,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$267,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$184,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$148,023
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2021-12-31203906022
2020 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$221,845
Total of all expenses incurred2020-12-31$89,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$79,244
Value of total assets at end of year2020-12-31$1,350,462
Value of total assets at beginning of year2020-12-31$1,218,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,815
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$31,526
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$77,490
Participant contributions at end of year2020-12-31$3,532
Participant contributions at beginning of year2020-12-31$2,970
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,754
Administrative expenses (other) incurred2020-12-31$6,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$132,134
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,350,462
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,218,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,079,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$887,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$267,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$327,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$111,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$82,896
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2020-12-31203906022
2019 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$259,853
Total of all expenses incurred2019-12-31$187,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$180,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$72,059
Value of total assets at end of year2019-12-31$1,218,328
Value of total assets at beginning of year2019-12-31$1,146,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$69,536
Participant contributions at end of year2019-12-31$2,970
Participant contributions at beginning of year2019-12-31$2,587
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$72,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,218,328
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,146,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$887,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$751,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$327,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$391,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$187,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$180,153
Contract administrator fees2019-12-31$7,580
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2019-12-31203906022
2018 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$40,869
Total of all expenses incurred2018-12-31$163,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$156,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$80,786
Value of total assets at end of year2018-12-31$1,146,208
Value of total assets at beginning of year2018-12-31$1,268,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,436
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$80,786
Participant contributions at end of year2018-12-31$2,587
Participant contributions at beginning of year2018-12-31$2,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-122,143
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,146,208
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,268,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$751,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$788,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$391,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$476,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-39,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$156,576
Contract administrator fees2018-12-31$6,436
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2018-12-31203906022
2017 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$219,629
Total of all expenses incurred2017-12-31$129,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$125,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$86,222
Value of total assets at end of year2017-12-31$1,268,351
Value of total assets at beginning of year2017-12-31$1,178,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$86,222
Participant contributions at end of year2017-12-31$2,788
Participant contributions at beginning of year2017-12-31$3,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$89,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,268,351
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,178,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$788,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$723,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$476,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$452,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$133,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$125,773
Contract administrator fees2017-12-31$4,154
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2017-12-31203906022
2016 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$169,049
Total of all expenses incurred2016-12-31$85,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,266
Value of total assets at end of year2016-12-31$1,178,649
Value of total assets at beginning of year2016-12-31$1,095,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$88,266
Participant contributions at end of year2016-12-31$3,083
Participant contributions at beginning of year2016-12-31$2,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$83,554
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,178,649
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,095,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$723,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$670,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$452,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$421,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$80,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,869
Contract administrator fees2016-12-31$2,626
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2016-12-31203906022
2015 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$110,843
Total of all expenses incurred2015-12-31$31,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$111,480
Value of total assets at end of year2015-12-31$1,095,095
Value of total assets at beginning of year2015-12-31$1,015,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$88,788
Participant contributions at end of year2015-12-31$2,961
Participant contributions at beginning of year2015-12-31$4,357
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$79,607
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,095,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,015,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$670,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$619,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$421,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$391,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,695
Contract administrator fees2015-12-31$2,541
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2015-12-31203906022
2014 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$138,333
Total of all expenses incurred2014-12-31$12,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,495
Value of total assets at end of year2014-12-31$1,015,488
Value of total assets at beginning of year2014-12-31$890,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$85,154
Participant contributions at end of year2014-12-31$4,357
Participant contributions at beginning of year2014-12-31$4,055
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$125,379
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,015,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$890,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$619,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$517,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$391,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$368,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,241
Contract administrator fees2014-12-31$1,713
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2014-12-31203906022
2013 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$191,279
Total of all expenses incurred2013-12-31$20,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$82,387
Value of total assets at end of year2013-12-31$890,109
Value of total assets at beginning of year2013-12-31$718,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,347
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$77,980
Participant contributions at end of year2013-12-31$4,055
Participant contributions at beginning of year2013-12-31$2,914
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$171,268
Value of net assets at end of year (total assets less liabilities)2013-12-31$890,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$718,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$517,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$361,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$368,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$354,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$108,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,664
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2013-12-31203906022
2012 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$119,199
Total of all expenses incurred2012-12-31$184,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$183,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$57,076
Value of total assets at end of year2012-12-31$718,841
Value of total assets at beginning of year2012-12-31$784,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$57,076
Participant contributions at end of year2012-12-31$2,914
Participant contributions at beginning of year2012-12-31$2,534
Administrative expenses (other) incurred2012-12-31$472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-65,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$718,841
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$784,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$964
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$361,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$295,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$354,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$486,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$62,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$183,538
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2012-12-31203906022
2011 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$75,867
Total of all expenses incurred2011-12-31$54,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$53,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,894
Value of total assets at end of year2011-12-31$784,616
Value of total assets at beginning of year2011-12-31$763,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$971
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$63,894
Participant contributions at end of year2011-12-31$2,534
Participant contributions at beginning of year2011-12-31$1,702
Administrative expenses (other) incurred2011-12-31$971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$21,540
Value of net assets at end of year (total assets less liabilities)2011-12-31$784,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$763,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$295,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$300,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$486,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$460,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$11,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,356
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2011-12-31203906022
2010 : FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$112,748
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$178,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$177,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,574
Value of total assets at end of year2010-12-31$763,076
Value of total assets at beginning of year2010-12-31$829,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,118
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$58,574
Participant contributions at end of year2010-12-31$1,702
Participant contributions at beginning of year2010-12-31$1,528
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$1,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-65,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$763,076
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$829,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$300,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$391,656
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$460,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$435,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,174
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$177,585
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JARRED, GILMORE & PHILLIPS, PA
Accountancy firm EIN2010-12-31203906022

Form 5500 Responses for FOUR COUNTY MENTAL HEALTH 403(B) PLAN

2022: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FOUR COUNTY MENTAL HEALTH 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $242
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $242
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $244
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
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 $244
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $249
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
Commission paid to Insurance BrokerUSD $249
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $370
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
Commission paid to Insurance BrokerUSD $370
Insurance broker organization code?3
Insurance broker nameNEWKIRK - DENNIS AND BUCKLES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $571
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
Commission paid to Insurance BrokerUSD $571
Insurance broker organization code?3
Insurance broker nameNEWKIRK, DENNIS AND BUCKLES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $513
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
Commission paid to Insurance BrokerUSD $513
Insurance broker organization code?3
Insurance broker nameNEWKIRK, DENNIS AND BUCKLES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $506
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
Commission paid to Insurance BrokerUSD $506
Insurance broker organization code?3
Insurance broker nameNEWKIRK, DENNIS AND BUCKLES, INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $510
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
Commission paid to Insurance BrokerUSD $396
Insurance broker organization code?3
Insurance broker nameDAVID B DENNIS, JR
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number038813
Policy instance 1
Insurance contract or identification number038813
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $368
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
Commission paid to Insurance BrokerUSD $241
Insurance broker organization code?3
Insurance broker nameDAVID B DENNIS, JR

Potentially related plans

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

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

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

See full terms and conditions

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