401k Plan data: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN plan

BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN
Plan identification number	001

BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOSTON BEHAVIOR LEARNING CENTERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTON BEHAVIOR LEARNING CENTERS, LLC

Employer identification number (EIN): 813720781

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RAFAEL CASTRO 2023-10-16 RAFAEL CASTRO 2023-10-16
001 2021-01-01 RAFAEL CASTRO 2022-10-17 RAFAEL CASTRO 2022-10-17
001 2020-01-01 KATHY FEHILY 2021-10-15 KATHY FEHILY 2021-10-15
001 2019-01-01 KATHLEEN FEHILY 2020-07-22 KATHLEEN FEHILY 2020-07-22
001 2018-01-01
001 2017-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RAFAEL CASTRO	2023-10-16	RAFAEL CASTRO	2023-10-16
001	2021-01-01	RAFAEL CASTRO	2022-10-17	RAFAEL CASTRO	2022-10-17
001	2020-01-01	KATHY FEHILY	2021-10-15	KATHY FEHILY	2021-10-15
001	2019-01-01	KATHLEEN FEHILY	2020-07-22	KATHLEEN FEHILY	2020-07-22
001	2018-01-01
001	2017-10-01

Plan Statistics for BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN

401k plan membership statisitcs for BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN

Measure Date Value
2022: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 181
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 225
Number of participants with account balances 2022-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 171
Number of participants with account balances 2021-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5

Measure	Date	Value
2022: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	181
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	225
Number of participants with account balances	2022-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	171
Number of participants with account balances	2021-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5

Financial Data on BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN

Measure	Date	Value
2022 : BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2022 401k financial data
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	$508
Total income from all sources (including contributions)	2022-12-31	$174,838
Total of all expenses incurred	2022-12-31	$155,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$138,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$431,145
Value of total assets at end of year	2022-12-31	$1,493,732
Value of total assets at beginning of year	2022-12-31	$1,475,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,182
Total interest from all sources	2022-12-31	$3,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$50,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$279,200
Participant contributions at end of year	2022-12-31	$50,125
Participant contributions at beginning of year	2022-12-31	$61,082
Participant contributions at end of year	2022-12-31	$28,959
Participant contributions at beginning of year	2022-12-31	$10,179
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$28,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$508
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$18,872
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,493,732
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,474,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,392,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,390,522
Interest on participant loans	2022-12-31	$3,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-260,266
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$123,446
Employer contributions (assets) at end of year	2022-12-31	$22,222
Employer contributions (assets) at beginning of year	2022-12-31	$13,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$138,784
Contract administrator fees	2022-12-31	$17,182
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN	2022-12-31	050409384
2021 : BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$297,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$420
Total income from all sources (including contributions)	2021-12-31	$558,552
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$26,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,316
Value of total corrective distributions	2021-12-31	$550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$410,084
Value of total assets at end of year	2021-12-31	$1,478,368
Value of total assets at beginning of year	2021-12-31	$648,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,876
Total interest from all sources	2021-12-31	$2,623
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$50,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$246,414
Participant contributions at end of year	2021-12-31	$61,082
Participant contributions at beginning of year	2021-12-31	$7,294
Participant contributions at end of year	2021-12-31	$13,179
Participant contributions at beginning of year	2021-12-31	$8,487
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$49,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$531,810
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,477,860
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$648,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,390,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$632,957
Interest on participant loans	2021-12-31	$2,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$145,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$114,197
Employer contributions (assets) at end of year	2021-12-31	$13,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,316
Contract administrator fees	2021-12-31	$12,876
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KAHN, LITWIN, RENZA & CO., LTD
Accountancy firm EIN	2021-12-31	050409384

Form 5500 Responses for BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN

2022: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOSTON BEHAVIOR LEARNING CENTERS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131916

Policy instance

Insurance contract or identification number	131916
Number of Individuals Covered	120
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,259
Total amount of fees paid to insurance company	USD $1,200
Commission paid to Insurance Broker	USD $5,529
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131916

Policy instance

Insurance contract or identification number	131916
Number of Individuals Covered	111
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,094
Total amount of fees paid to insurance company	USD $993
Commission paid to Insurance Broker	USD $4,094
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	993

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

Company Name:	BOSTON BEHAVIOR LEARNING CENTERS, LLC
Employer identification number (EIN):	813720781
NAIC Classification:	624100
NAIC Description:	Individual and Family Services