TRADITIONS PSYCHOLOGY GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRADITIONS BEHAVIORAL HEALTH 401(K) PLAN
Measure | Date | Value |
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2018 : TRADITIONS BEHAVIORAL HEALTH 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,329,987 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,164,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,095,673 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,221,783 |
Value of total assets at end of year | 2018-12-31 | $18,934,690 |
Value of total assets at beginning of year | 2018-12-31 | $17,769,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,704 |
Total interest from all sources | 2018-12-31 | $9,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $437,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $437,491 |
Administrative expenses professional fees incurred | 2018-12-31 | $8,503 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,179,473 |
Participant contributions at end of year | 2018-12-31 | $252,469 |
Participant contributions at beginning of year | 2018-12-31 | $177,403 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $200,128 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,165,610 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,934,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,769,080 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $45,020 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,682,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,591,677 |
Interest on participant loans | 2018-12-31 | $9,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,339,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $842,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,095,673 |
Contract administrator fees | 2018-12-31 | $15,181 |
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 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2018-12-31 | 946214841 |
2017 : TRADITIONS BEHAVIORAL HEALTH 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,595,266 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $835,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $778,909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,322,126 |
Value of total assets at end of year | 2017-12-31 | $17,769,080 |
Value of total assets at beginning of year | 2017-12-31 | $14,009,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,922 |
Total interest from all sources | 2017-12-31 | $8,283 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $313,395 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $313,395 |
Administrative expenses professional fees incurred | 2017-12-31 | $7,093 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,632,835 |
Participant contributions at end of year | 2017-12-31 | $177,403 |
Participant contributions at beginning of year | 2017-12-31 | $128,204 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $42,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,759,435 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,769,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,009,645 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $36,553 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,591,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,881,441 |
Interest on participant loans | 2017-12-31 | $8,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,951,462 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $646,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $778,909 |
Contract administrator fees | 2017-12-31 | $13,276 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2017-12-31 | 946214841 |
2016 : TRADITIONS BEHAVIORAL HEALTH 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,858,345 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $735,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $689,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,946,261 |
Value of total assets at end of year | 2016-12-31 | $14,009,645 |
Value of total assets at beginning of year | 2016-12-31 | $11,886,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $45,722 |
Total interest from all sources | 2016-12-31 | $6,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $267,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $267,472 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,336,277 |
Participant contributions at end of year | 2016-12-31 | $128,204 |
Participant contributions at beginning of year | 2016-12-31 | $99,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $64,025 |
Other income not declared elsewhere | 2016-12-31 | $4,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,122,770 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,009,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,886,875 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $30,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,881,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,787,783 |
Interest on participant loans | 2016-12-31 | $6,103 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $634,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $545,959 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $689,853 |
Contract administrator fees | 2016-12-31 | $15,355 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2016-12-31 | 946214841 |
2015 : TRADITIONS BEHAVIORAL HEALTH 401(K) PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $1,890,402 |
Total of all expenses incurred | 2015-12-31 | $385,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $357,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,032,727 |
Value of total assets at end of year | 2015-12-31 | $11,886,875 |
Value of total assets at beginning of year | 2015-12-31 | $10,382,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $28,675 |
Total interest from all sources | 2015-12-31 | $5,636 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $308,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $308,452 |
Administrative expenses professional fees incurred | 2015-12-31 | $28,675 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,373,678 |
Participant contributions at end of year | 2015-12-31 | $99,092 |
Participant contributions at beginning of year | 2015-12-31 | $119,260 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $177,602 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $67,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,504,544 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,886,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,382,331 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,787,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,263,071 |
Interest on participant loans | 2015-12-31 | $5,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-456,413 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $481,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $357,183 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2015-12-31 | 946214841 |