401k Plan data: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST plan

CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST
Plan identification number	001

CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CORTICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORTICA, INC.

Employer identification number (EIN): 822772623

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 LAUREN RAMSKOV 2020-07-23
001 2018-01-01 LAUREN RAMSKOV 2019-07-11

Plan Statistics for CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST

Measure Date Value
2022: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 756
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 935
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 197
Total of all active and inactive participants 2022-01-01 1,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,132
Number of participants with account balances 2022-01-01 1,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 338
2021: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 591
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 105
Total of all active and inactive participants 2021-01-01 696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 696
Number of participants with account balances 2021-01-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 167
2020: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 376
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 71
Total of all active and inactive participants 2020-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 447
Number of participants with account balances 2020-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 54

Measure	Date	Value
2022: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	756
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	935
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	197
Total of all active and inactive participants	2022-01-01	1,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,132
Number of participants with account balances	2022-01-01	1,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	338
2021: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	591
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	105
Total of all active and inactive participants	2021-01-01	696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	696
Number of participants with account balances	2021-01-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	167
2020: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	376
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	71
Total of all active and inactive participants	2020-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	447
Number of participants with account balances	2020-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	54

Financial Data on CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$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	$2,326,745
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$418,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$400,225
Value of total corrective distributions	2022-12-31	$80
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,039,817
Value of total assets at end of year	2022-12-31	$5,265,597
Value of total assets at beginning of year	2022-12-31	$3,357,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,358
Total interest from all sources	2022-12-31	$452
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$102,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$102,505
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$336,000
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	$2,395,191
Participant contributions at end of year	2022-12-31	$17,932
Participant contributions at beginning of year	2022-12-31	$11,019
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$218,895
Other income not declared elsewhere	2022-12-31	$362
Administrative expenses (other) incurred	2022-12-31	$18,358
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	$1,908,082
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,265,597
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,357,515
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	$5,227,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,344,020
Interest on participant loans	2022-12-31	$452
Value of interest in common/collective trusts at end of year	2022-12-31	$20,596
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-816,596
Net investment gain or loss from common/collective trusts	2022-12-31	$205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$425,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$400,225
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS
Accountancy firm EIN	2022-12-31	910189318
2021 : CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,943,446
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$288,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$271,302
Value of total corrective distributions	2021-12-31	$5,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,589,338
Value of total assets at end of year	2021-12-31	$3,357,515
Value of total assets at beginning of year	2021-12-31	$1,702,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,583
Total interest from all sources	2021-12-31	$640
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$62,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$62,700
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$171,000
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	$1,281,779
Participant contributions at end of year	2021-12-31	$11,019
Participant contributions at beginning of year	2021-12-31	$13,573
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$78,914
Administrative expenses (other) incurred	2021-12-31	$11,583
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	$1,654,791
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,357,515
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,702,724
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	$3,344,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,686,973
Interest on participant loans	2021-12-31	$640
Value of interest in common/collective trusts at end of year	2021-12-31	$2,476
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$290,732
Net investment gain or loss from common/collective trusts	2021-12-31	$36
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$228,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$271,302
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,170,105
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$107,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$86,942
Value of total corrective distributions	2020-12-31	$15,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$923,641
Value of total assets at end of year	2020-12-31	$1,702,724
Value of total assets at beginning of year	2020-12-31	$640,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,445
Total interest from all sources	2020-12-31	$345
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$28,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$28,411
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$65,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$744,236
Participant contributions at end of year	2020-12-31	$13,573
Participant contributions at beginning of year	2020-12-31	$149
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$37,231
Administrative expenses (other) incurred	2020-12-31	$5,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,062,585
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,702,724
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$640,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,686,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$639,157
Interest on participant loans	2020-12-31	$345
Value of interest in common/collective trusts at end of year	2020-12-31	$2,178
Value of interest in common/collective trusts at beginning of year	2020-12-31	$833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$217,631
Net investment gain or loss from common/collective trusts	2020-12-31	$77
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$142,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$86,942
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS
Accountancy firm EIN	2020-12-31	910189318

Form 5500 Responses for CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST

2022: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CORTICA, INC.
Employer identification number (EIN):	822772623
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners