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INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN
Plan identification number 001

INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT
Employer identification number (EIN):850254535
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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
0012017-01-01PHIL PANNABECKER
0012016-01-01PHILIP PANNABECKER PHILIP PANNABECKER2017-10-16
0012015-01-01PHILIP PANNABECKER
0012014-01-01PHILIP PANNABECKER
0012013-10-01PHILIP PANNABECKER
0012012-10-01PHILIP PANNABECKER PHILIP PANNABECKER2014-07-11
0012011-10-01PHILIP PANNABECKER PHILIP PANNABECKER2013-08-27
0012010-10-01PHILLIP PANNABECKER PHILLIP PANNABECKER2012-07-13
0012009-10-01PHILIP PANNABECKER PHILIP PANNABECKER2011-07-14

Plan Statistics for INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,089
Total number of active participants reported on line 7a of the Form 55002022-01-01847
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01280
Total of all active and inactive participants2022-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,128
Number of participants with account balances2022-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01207
2021: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,022
Total number of active participants reported on line 7a of the Form 55002021-01-01779
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01282
Total of all active and inactive participants2021-01-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,061
Number of participants with account balances2021-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,234
Total number of active participants reported on line 7a of the Form 55002020-01-01734
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01295
Total of all active and inactive participants2020-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,030
Number of participants with account balances2020-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01677
Total number of active participants reported on line 7a of the Form 55002019-01-01768
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01485
Total of all active and inactive participants2019-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,254
Number of participants with account balances2019-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01639
Total number of active participants reported on line 7a of the Form 55002018-01-01399
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01276
Total of all active and inactive participants2018-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01677
Number of participants with account balances2018-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0143
2017: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01666
Total number of active participants reported on line 7a of the Form 55002017-01-01426
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01209
Total of all active and inactive participants2017-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01636
Number of participants with account balances2017-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01568
Total number of active participants reported on line 7a of the Form 55002016-01-01463
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01648
Number of participants with account balances2016-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01463
Total number of active participants reported on line 7a of the Form 55002015-01-01390
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01550
Number of participants with account balances2015-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01415
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01151
Total of all active and inactive participants2014-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01452
Number of participants with account balances2014-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01422
Total number of active participants reported on line 7a of the Form 55002013-10-01314
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0192
Total of all active and inactive participants2013-10-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01406
Number of participants with account balances2013-10-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-014
2012: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01290
Total number of active participants reported on line 7a of the Form 55002012-10-01350
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0169
Total of all active and inactive participants2012-10-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01419
Number of participants with account balances2012-10-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0125
2011: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01228
Total number of active participants reported on line 7a of the Form 55002011-10-01218
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0162
Total of all active and inactive participants2011-10-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01280
Number of participants with account balances2011-10-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0110
2010: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01217
Total number of active participants reported on line 7a of the Form 55002010-10-01193
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0135
Total of all active and inactive participants2010-10-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01228
Number of participants with account balances2010-10-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0120
2009: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01204
Total number of active participants reported on line 7a of the Form 55002009-10-01184
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0133
Total of all active and inactive participants2009-10-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01217
Number of participants with account balances2009-10-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-014

Financial Data on INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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$37,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$56,748
Total income from all sources (including contributions)2022-12-31$506,192
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,007,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,908,418
Value of total corrective distributions2022-12-31$14,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,014,903
Value of total assets at end of year2022-12-31$12,555,952
Value of total assets at beginning of year2022-12-31$15,076,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,819
Total interest from all sources2022-12-31$3,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$185,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$185,404
Administrative expenses professional fees incurred2022-12-31$7,354
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,848,760
Participant contributions at end of year2022-12-31$73,354
Participant contributions at beginning of year2022-12-31$56,972
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$232,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$37,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$56,748
Other income not declared elsewhere2022-12-31$26,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,501,349
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,518,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,019,639
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
Investment advisory and management fees2022-12-31$26,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,506,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,326,568
Interest on participant loans2022-12-31$3,281
Value of interest in common/collective trusts at end of year2022-12-31$976,049
Value of interest in common/collective trusts at beginning of year2022-12-31$692,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,662,887
Net investment gain or loss from common/collective trusts2022-12-31$-61,263
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$933,360
Employer contributions (assets) at beginning of year2022-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,908,418
Contract administrator fees2022-12-31$50,561
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 name2022-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2022-12-31364538293
2021 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$50,418
Total income from all sources (including contributions)2021-12-31$3,748,247
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,291,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,172,367
Value of total corrective distributions2021-12-31$49,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,800,339
Value of total assets at end of year2021-12-31$15,076,387
Value of total assets at beginning of year2021-12-31$12,670,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,112
Total interest from all sources2021-12-31$5,345
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$163,826
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$163,826
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,375,113
Participant contributions at end of year2021-12-31$56,972
Participant contributions at beginning of year2021-12-31$104,360
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$144,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$97
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$50,418
Other income not declared elsewhere2021-12-31$57,099
Administrative expenses (other) incurred2021-12-31$35,705
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$2,456,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,076,387
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,619,768
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
Investment advisory and management fees2021-12-31$6,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,326,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,821,137
Interest on participant loans2021-12-31$5,345
Value of interest in common/collective trusts at end of year2021-12-31$692,097
Value of interest in common/collective trusts at beginning of year2021-12-31$744,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,724,969
Net investment gain or loss from common/collective trusts2021-12-31$-3,331
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Contributions received in cash from employer2021-12-31$281,046
Employer contributions (assets) at end of year2021-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,172,270
Contract administrator fees2021-12-31$27,419
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 name2021-12-31LUDWIG KLEWER
Accountancy firm EIN2021-12-31364538293
2020 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,511
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,769,627
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,796,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,730,048
Expenses. Certain deemed distributions of participant loans2020-12-31$-3,030
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,054,373
Value of total assets at end of year2020-12-31$12,670,186
Value of total assets at beginning of year2020-12-31$11,685,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,282
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$4,706
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$173,964
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$173,964
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,024,656
Participant contributions at end of year2020-12-31$104,360
Participant contributions at beginning of year2020-12-31$87,271
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$50,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$39,511
Other income not declared elsewhere2020-12-31$1,787
Administrative expenses (other) incurred2020-12-31$69,282
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$973,327
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,619,768
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,646,441
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,821,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,009,559
Interest on participant loans2020-12-31$4,706
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$744,689
Value of interest in common/collective trusts at beginning of year2020-12-31$589,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,489,677
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$45,120
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,730,048
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LUDWIG, KLEWER & RUDNER PLLC
Accountancy firm EIN2020-12-31364538293
2019 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,562,965
Total transfer of assets to this plan2019-12-31$6,562,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,382,854
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,906,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,852,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,852,318
Expenses. Certain deemed distributions of participant loans2019-12-31$-5,946
Expenses. Certain deemed distributions of participant loans2019-12-31$-5,946
Value of total corrective distributions2019-12-31$9,273
Value of total corrective distributions2019-12-31$9,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$992,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$992,195
Value of total assets at end of year2019-12-31$11,685,952
Value of total assets at end of year2019-12-31$11,685,952
Value of total assets at beginning of year2019-12-31$4,607,374
Value of total assets at beginning of year2019-12-31$4,607,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,107
Total interest from all sources2019-12-31$5,233
Total interest from all sources2019-12-31$5,233
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$169,570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$169,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$169,570
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$169,570
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$820,795
Contributions received from participants2019-12-31$820,795
Participant contributions at end of year2019-12-31$87,271
Participant contributions at end of year2019-12-31$87,271
Participant contributions at beginning of year2019-12-31$7,169
Participant contributions at beginning of year2019-12-31$7,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$171,400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$171,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,511
Other income not declared elsewhere2019-12-31$1,082
Administrative expenses (other) incurred2019-12-31$51,107
Administrative expenses (other) incurred2019-12-31$51,107
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
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$476,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,646,441
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,646,441
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,607,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,607,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$11,009,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,009,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,831,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,831,922
Interest on participant loans2019-12-31$5,037
Interest on participant loans2019-12-31$5,037
Interest earned on other investments2019-12-31$2
Interest earned on other investments2019-12-31$2
Value of interest in common/collective trusts at end of year2019-12-31$589,122
Value of interest in common/collective trusts at end of year2019-12-31$589,122
Value of interest in common/collective trusts at beginning of year2019-12-31$768,283
Value of interest in common/collective trusts at beginning of year2019-12-31$768,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,200,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,200,930
Net investment gain or loss from common/collective trusts2019-12-31$13,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
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$1,852,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,852,318
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,448,635
Aggregate proceeds on sale of assets2019-12-31$6,448,635
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,448,635
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,448,635
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUDWIG KLEWER & RUDNER PLLC
Accountancy firm EIN2019-12-31364538293
Accountancy firm EIN2019-12-31364538293
2018 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$327,192
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$467,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$414,985
Expenses. Certain deemed distributions of participant loans2018-12-31$-3,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$531,895
Value of total assets at end of year2018-12-31$4,607,374
Value of total assets at beginning of year2018-12-31$4,747,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,438
Total interest from all sources2018-12-31$1,441
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$69,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$69,653
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$521,927
Participant contributions at end of year2018-12-31$7,169
Participant contributions at beginning of year2018-12-31$11,489
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$16,987
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,941
Other income not declared elsewhere2018-12-31$4,045
Administrative expenses (other) incurred2018-12-31$55,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-140,136
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,607,374
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,747,510
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$3,831,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,136,405
Interest on participant loans2018-12-31$1,441
Value of interest in common/collective trusts at end of year2018-12-31$768,283
Value of interest in common/collective trusts at beginning of year2018-12-31$582,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-293,736
Net investment gain or loss from common/collective trusts2018-12-31$13,894
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$414,985
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2018-12-31364538293
2017 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,229,827
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$640,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$571,203
Expenses. Certain deemed distributions of participant loans2017-12-31$16,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$525,509
Value of total assets at end of year2017-12-31$4,747,510
Value of total assets at beginning of year2017-12-31$4,158,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,925
Total interest from all sources2017-12-31$1,024
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$63,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$516,571
Participant contributions at end of year2017-12-31$11,489
Participant contributions at beginning of year2017-12-31$18,295
Participant contributions at end of year2017-12-31$16,987
Participant contributions at beginning of year2017-12-31$19,340
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,938
Other income not declared elsewhere2017-12-31$4,091
Administrative expenses (other) incurred2017-12-31$52,925
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$589,419
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,747,510
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,158,091
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$4,136,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,625,962
Interest on participant loans2017-12-31$1,024
Value of interest in common/collective trusts at end of year2017-12-31$582,629
Value of interest in common/collective trusts at beginning of year2017-12-31$494,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$625,065
Net investment gain or loss from common/collective trusts2017-12-31$10,389
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 contributions2017-12-31No
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$571,203
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2017-12-31364538293
2016 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,190,255
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$537,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$491,536
Value of total corrective distributions2016-12-31$1,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$892,123
Value of total assets at end of year2016-12-31$4,138,751
Value of total assets at beginning of year2016-12-31$3,486,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,221
Total interest from all sources2016-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$60,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$60,829
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$405,165
Participant contributions at end of year2016-12-31$18,295
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$282,958
Other income not declared elsewhere2016-12-31$2,159
Administrative expenses (other) incurred2016-12-31$45,221
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$652,359
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,138,751
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,486,392
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$3,625,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,991,956
Interest on participant loans2016-12-31$15
Value of interest in common/collective trusts at end of year2016-12-31$494,494
Value of interest in common/collective trusts at beginning of year2016-12-31$494,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$226,821
Net investment gain or loss from common/collective trusts2016-12-31$8,308
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$204,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$491,536
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LUDWIG KLEWER & CO., PLLC
Accountancy firm EIN2016-12-31364538293
2015 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$261,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$433,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$392,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$247,824
Value of total assets at end of year2015-12-31$3,486,392
Value of total assets at beginning of year2015-12-31$3,658,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,132
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$52,773
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,816
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,008
Other income not declared elsewhere2015-12-31$390
Administrative expenses (other) incurred2015-12-31$41,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-171,633
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,486,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,658,025
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$2,991,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,102,569
Value of interest in common/collective trusts at end of year2015-12-31$494,436
Value of interest in common/collective trusts at beginning of year2015-12-31$555,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,713
Net investment gain or loss from common/collective trusts2015-12-31$8,521
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 contributions2015-12-31No
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$392,296
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2015-12-31364538293
2014 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$488,184
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$963,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$920,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$215,475
Value of total assets at end of year2014-12-31$3,658,025
Value of total assets at beginning of year2014-12-31$4,132,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,745
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$119,795
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$153,846
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$61,629
Other income not declared elsewhere2014-12-31$32
Administrative expenses (other) incurred2014-12-31$42,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-474,891
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,658,025
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,132,916
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$3,102,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,297,538
Value of interest in common/collective trusts at end of year2014-12-31$555,456
Value of interest in common/collective trusts at beginning of year2014-12-31$835,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$143,609
Net investment gain or loss from common/collective trusts2014-12-31$9,273
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 contributions2014-12-31No
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$920,330
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2014-12-31364538293
2013 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$272,376
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$118,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,514
Value of total assets at end of year2013-12-31$4,132,916
Value of total assets at beginning of year2013-12-31$4,007,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,824
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$78,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$78,959
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$28,514
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$28,824
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$125,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,132,916
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,007,534
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,297,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,177,007
Value of interest in common/collective trusts at end of year2013-12-31$835,378
Value of interest in common/collective trusts at beginning of year2013-12-31$830,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$161,902
Net investment gain or loss from common/collective trusts2013-12-31$3,001
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$118,170
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2013-12-31364538293
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$579,849
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$319,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$315,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$207,214
Value of total assets at end of year2013-09-30$4,007,534
Value of total assets at beginning of year2013-09-30$3,746,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$3,549
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$7,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$7,586
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$131,350
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$5,356
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$49,624
Other income not declared elsewhere2013-09-30$-25,862
Administrative expenses (other) incurred2013-09-30$3,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$260,665
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,007,534
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,746,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,177,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,870,677
Value of interest in common/collective trusts at end of year2013-09-30$830,527
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$870,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$389,991
Net investment gain or loss from common/collective trusts2013-09-30$920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$26,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$315,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30Yes
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30Yes
2012 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$682,891
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$363,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$358,914
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$223,265
Value of total assets at end of year2012-09-30$3,746,869
Value of total assets at beginning of year2012-09-30$3,427,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$4,811
Total interest from all sources2012-09-30$16,079
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$143,365
Participant contributions at end of year2012-09-30$5,356
Participant contributions at beginning of year2012-09-30$5,858
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$79,900
Other income not declared elsewhere2012-09-30$27,893
Administrative expenses (other) incurred2012-09-30$4,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$319,166
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,746,869
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,427,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,870,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,071,229
Interest on participant loans2012-09-30$0
Interest earned on other investments2012-09-30$16,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$870,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$950,616
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$415,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$358,914
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2012-09-30364538293
2011 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$673,436
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$662,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$597,276
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$638,672
Value of total assets at end of year2011-09-30$3,427,703
Value of total assets at beginning of year2011-09-30$3,417,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$65,652
Total interest from all sources2011-09-30$21,187
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$143,939
Participant contributions at end of year2011-09-30$5,858
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$94,733
Other income not declared elsewhere2011-09-30$33,561
Administrative expenses (other) incurred2011-09-30$65,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$10,508
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,427,703
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,417,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,071,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,995,082
Interest on participant loans2011-09-30$0
Interest earned on other investments2011-09-30$21,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$950,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$1,022,113
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-19,984
Net investment gain/loss from pooled separate accounts2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$400,000
Employer contributions (assets) at end of year2011-09-30$400,000
Employer contributions (assets) at beginning of year2011-09-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$597,276
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30LUDWIG KLEWER & CO. PLLC
Accountancy firm EIN2011-09-30364538293
2010 : INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN

2022: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011356F
Policy instance 1
Insurance contract or identification number011356F
Number of Individuals Covered0
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $897
Are there contracts with allocated funds for individual policies?No
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 Administration1
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?No
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 $0
Amount paid for insurance broker fees356
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011356F
Policy instance 1
Insurance contract or identification number011356F
Number of Individuals Covered280
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,844
Are there contracts with allocated funds for individual policies?No
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 Administration1
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?No
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011356F
Policy instance 1
Insurance contract or identification number011356F
Number of Individuals Covered228
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,256
Are there contracts with allocated funds for individual policies?No
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 Administration1
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?No
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

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