401k Plan data: COLUMBIA WELLNESS RETIREMENT PLAN plan

COLUMBIA WELLNESS RETIREMENT PLAN 401k Plan overview

Plan Name	COLUMBIA WELLNESS RETIREMENT PLAN
Plan identification number	001

COLUMBIA WELLNESS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

COLUMBIA WELLNESS has sponsored the creation of one or more 401k plans.

Company Name: COLUMBIA WELLNESS

Employer identification number (EIN): 910598130

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Additional information about COLUMBIA WELLNESS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1953-07-03

Company Identification Number: 600333335

Legal Registered Office Address: 921 14TH AVE

LONGVIEW
United States of America (USA)
986320000

More information about COLUMBIA WELLNESS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA WELLNESS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DALE HUDSON
001 2016-01-01 DALE HUDSON 2017-10-02
001 2015-01-01 DALE HUDSON 2016-08-11
001 2014-01-01 DAVID MCCLAY 2015-09-02
001 2013-01-01 DAVID MCCLAY 2014-10-03
001 2012-01-01 DAVID MCCLAY 2013-10-04
001 2011-01-01 DAVID MCCLAY 2012-09-28
001 2010-01-01 DAVID MCCLAY 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DALE HUDSON
001	2016-01-01	DALE HUDSON	2017-10-02
001	2015-01-01	DALE HUDSON	2016-08-11
001	2014-01-01	DAVID MCCLAY	2015-09-02
001	2013-01-01	DAVID MCCLAY	2014-10-03
001	2012-01-01	DAVID MCCLAY	2013-10-04
001	2011-01-01	DAVID MCCLAY	2012-09-28
001	2010-01-01	DAVID MCCLAY	2011-10-17

Plan Statistics for COLUMBIA WELLNESS RETIREMENT PLAN

401k plan membership statisitcs for COLUMBIA WELLNESS RETIREMENT PLAN

Measure Date Value
2022: COLUMBIA WELLNESS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 142
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 52
Total of all active and inactive participants 2022-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 196
Number of participants with account balances 2022-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COLUMBIA WELLNESS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 62
Total of all active and inactive participants 2021-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 204
Number of participants with account balances 2021-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COLUMBIA WELLNESS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 237
Number of participants with account balances 2020-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COLUMBIA WELLNESS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 196
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 242
Number of participants with account balances 2019-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COLUMBIA WELLNESS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 267
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 314
Number of participants with account balances 2018-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLUMBIA WELLNESS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 187
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 217
Number of participants with account balances 2017-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: COLUMBIA WELLNESS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	142
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	52
Total of all active and inactive participants	2022-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	196
Number of participants with account balances	2022-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COLUMBIA WELLNESS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	62
Total of all active and inactive participants	2021-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	204
Number of participants with account balances	2021-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COLUMBIA WELLNESS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	237
Number of participants with account balances	2020-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COLUMBIA WELLNESS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	196
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	242
Number of participants with account balances	2019-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COLUMBIA WELLNESS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	267
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	314
Number of participants with account balances	2018-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLUMBIA WELLNESS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	187
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	217
Number of participants with account balances	2017-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on COLUMBIA WELLNESS RETIREMENT PLAN

Measure	Date	Value
2022 : COLUMBIA WELLNESS RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$91,777
Total of all expenses incurred	2022-12-31	$722,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$688,786
Value of total corrective distributions	2022-12-31	$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$818,375
Value of total assets at end of year	2022-12-31	$3,725,966
Value of total assets at beginning of year	2022-12-31	$4,356,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,738
Total interest from all sources	2022-12-31	$526
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$120,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$120,050
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$356,222
Participant contributions at end of year	2022-12-31	$11,811
Participant contributions at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$21,317
Total non interest bearing cash at end of year	2022-12-31	$3,676
Total non interest bearing cash at beginning of year	2022-12-31	$1,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-630,921
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,725,966
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,356,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$11,421
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,687,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,212,464
Interest earned on other investments	2022-12-31	$526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$143,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-847,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$462,153
Employer contributions (assets) at end of year	2022-12-31	$17,705
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$688,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2022-12-31	930743240
2021 : COLUMBIA WELLNESS RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,207,302
Total of all expenses incurred	2021-12-31	$411,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$378,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$727,063
Value of total assets at end of year	2021-12-31	$4,356,887
Value of total assets at beginning of year	2021-12-31	$3,560,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,958
Total interest from all sources	2021-12-31	$1,006
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$69,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$69,711
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$313,151
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,713
Administrative expenses (other) incurred	2021-12-31	$19,336
Total non interest bearing cash at end of year	2021-12-31	$1,415
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$796,005
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,356,887
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,560,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$13,622
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,212,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,402,098
Interest earned on other investments	2021-12-31	$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$143,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$158,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$409,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$404,199
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$378,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2021-12-31	930743240
2020 : COLUMBIA WELLNESS RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,218,611
Total of all expenses incurred	2020-12-31	$715,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$688,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$791,190
Value of total assets at end of year	2020-12-31	$3,560,882
Value of total assets at beginning of year	2020-12-31	$3,058,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,875
Total interest from all sources	2020-12-31	$1,040
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$72,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$72,043
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$319,173
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$61
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,253
Administrative expenses (other) incurred	2020-12-31	$17,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$502,656
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,560,882
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,058,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$10,598
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,402,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,057,091
Interest earned on other investments	2020-12-31	$1,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$158,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$354,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$459,764
Employer contributions (assets) at end of year	2020-12-31	$105
Employer contributions (assets) at beginning of year	2020-12-31	$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$688,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2020-12-31	930743240
2019 : COLUMBIA WELLNESS RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$752
Total income from all sources (including contributions)	2019-12-31	$1,112,561
Total of all expenses incurred	2019-12-31	$448,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$435,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$791,908
Value of total assets at end of year	2019-12-31	$3,058,226
Value of total assets at beginning of year	2019-12-31	$2,395,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,442
Total interest from all sources	2019-12-31	$570
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$45,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$45,218
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$297,800
Participant contributions at end of year	2019-12-31	$61
Participant contributions at beginning of year	2019-12-31	$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$752
Administrative expenses (other) incurred	2019-12-31	$8,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$663,603
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,058,226
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,394,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,045
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,057,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,394,982
Interest earned on other investments	2019-12-31	$570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$274,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$494,108
Employer contributions (assets) at end of year	2019-12-31	$107
Employer contributions (assets) at beginning of year	2019-12-31	$363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$435,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2019-12-31	930743240
2018 : COLUMBIA WELLNESS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$880
Total income from all sources (including contributions)	2018-12-31	$417,859
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$423,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$422,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$538,261
Value of total assets at end of year	2018-12-31	$2,395,375
Value of total assets at beginning of year	2018-12-31	$2,401,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,075
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$114,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$114,219
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$208,395
Participant contributions at end of year	2018-12-31	$30
Participant contributions at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,809
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,394,623
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,400,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,394,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,401,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-234,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$329,866
Employer contributions (assets) at end of year	2018-12-31	$363
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$422,593
Contract administrator fees	2018-12-31	$1,075
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2018-12-31	930743240
2017 : COLUMBIA WELLNESS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$880
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	$758,896
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$178,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$177,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$496,454
Value of total assets at end of year	2017-12-31	$2,401,312
Value of total assets at beginning of year	2017-12-31	$1,819,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$775
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$85,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$85,712
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$164,696
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$54,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$580,720
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,400,432
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,819,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,401,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,816,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$176,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$277,399
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$3,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$177,401
Contract administrator fees	2017-12-31	$775
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2017-12-31	930743240

Form 5500 Responses for COLUMBIA WELLNESS RETIREMENT PLAN

2022: COLUMBIA WELLNESS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLUMBIA WELLNESS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLUMBIA WELLNESS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLUMBIA WELLNESS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLUMBIA WELLNESS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLUMBIA WELLNESS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513365

Policy instance

Insurance contract or identification number	513365
Number of Individuals Covered	195
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513365

Policy instance

Insurance contract or identification number	513365
Number of Individuals Covered	204
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513365

Policy instance

Insurance contract or identification number	513365
Number of Individuals Covered	237
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513365

Policy instance

Insurance contract or identification number	513365
Number of Individuals Covered	241
Insurance policy start date	2019-01-22
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COLUMBIA WELLNESS
Employer identification number (EIN):	910598130
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1953-07-03
Company Identification Number:	600333335
Legal Registered Office Address:	921 14TH AVE LONGVIEW United States of America (USA) 986320000