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DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 401k Plan overview

Plan NameDEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES
Plan identification number 001

DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 RIVER MENTAL HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA RIVER MENTAL HEALTH SERVICES
Employer identification number (EIN):910609138
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES

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
0012019-01-01
0012018-01-01
0012017-01-01ELIZABETH OLIVER ELIZABETH OLIVER2018-09-19
0012016-01-01ELIZABETH OLIVER ELIZABETH OLIVER2017-07-31
0012015-01-01ELIZABETH OLIVER
0012014-01-01ELIZABETH OLIVER
0012013-01-01ELIZABETH OLIVER
0012012-01-01LYNN SAMUELS
0012011-01-01LYNN SAMUELS
0012010-01-01NANCY PARKER
0012009-01-01NANCY PARKER

Plan Statistics for DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES

401k plan membership statisitcs for DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES

Measure Date Value
2022: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2022 401k membership
Total participants, beginning-of-year2022-01-01302
Total number of active participants reported on line 7a of the Form 55002022-01-01331
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01360
Number of participants with account balances2022-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2021 401k membership
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01302
Number of participants with account balances2021-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01276
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01275
Number of participants with account balances2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2018 401k membership
Total participants, beginning-of-year2018-01-01249
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2017 401k membership
Total participants, beginning-of-year2017-01-01266
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01249
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2016 401k membership
Total participants, beginning-of-year2016-01-01277
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01266
Number of participants with account balances2016-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01277
Number of participants with account balances2015-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2014 401k membership
Total participants, beginning-of-year2014-01-01264
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01259
Number of participants with account balances2014-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2013 401k membership
Total participants, beginning-of-year2013-01-01271
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01264
Number of participants with account balances2013-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2012 401k membership
Total participants, beginning-of-year2012-01-01283
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01271
Number of participants with account balances2012-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2011 401k membership
Total participants, beginning-of-year2011-01-01306
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01283
Number of participants with account balances2011-01-01283
2010: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2010 401k membership
Total participants, beginning-of-year2010-01-01317
Total number of active participants reported on line 7a of the Form 55002010-01-01193
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01109
Total of all active and inactive participants2010-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01305
Number of participants with account balances2010-01-01305
2009: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2009 401k membership
Total participants, beginning-of-year2009-01-01291
Total number of active participants reported on line 7a of the Form 55002009-01-01209
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01317
Number of participants with account balances2009-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES

Measure Date Value
2022 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$666,520
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$149,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$146,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,356,866
Value of total assets at end of year2022-12-31$5,562,316
Value of total assets at beginning of year2022-12-31$5,045,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,206
Total interest from all sources2022-12-31$3,471
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$668,171
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$61,718
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$402,098
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$33,802
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,206
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$516,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,562,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,045,603
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,068,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,708,692
Interest earned on other investments2022-12-31$3,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,493,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,275,193
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-693,817
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$286,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$112,799
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
2021 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$0
Total income from all sources (including contributions)2021-12-31$1,124,079
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$635,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$632,700
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$553,056
Value of total assets at end of year2021-12-31$5,052,992
Value of total assets at beginning of year2021-12-31$4,564,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,281
Total interest from all sources2021-12-31$13,371
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$160,684
Participant contributions at end of year2021-12-31$61,718
Participant contributions at beginning of year2021-12-31$77,717
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,431
Other income not declared elsewhere2021-12-31$7,376
Administrative expenses (other) incurred2021-12-31$3,281
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$488,098
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,052,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,564,894
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,708,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,151,577
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$13,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,282,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,335,600
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$550,276
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$295,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$632,700
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 name2021-12-31KERN & THOMPSON LLC
Accountancy firm EIN2021-12-31931157146
2020 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$799,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$267,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,333
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$331,916
Value of total assets at end of year2020-12-31$4,564,894
Value of total assets at beginning of year2020-12-31$4,032,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,125
Total interest from all sources2020-12-31$14,196
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$77,717
Participant contributions at beginning of year2020-12-31$98,288
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,125
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
Value of net income/loss2020-12-31$532,284
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,564,894
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,032,610
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,151,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,549,877
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$14,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,335,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,384,445
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$453,630
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$331,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,333
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KERN & THOMPSON, LLC
Accountancy firm EIN2020-12-31931157146
2019 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end 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 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$839,594
Total income from all sources (including contributions)2019-12-31$839,594
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$265,100
Total of all expenses incurred2019-12-31$265,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,040
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$326,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$326,299
Value of total assets at end of year2019-12-31$4,032,610
Value of total assets at end of year2019-12-31$4,032,610
Value of total assets at beginning of year2019-12-31$3,458,116
Value of total assets at beginning of year2019-12-31$3,458,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,060
Total interest from all sources2019-12-31$25,041
Total interest from all sources2019-12-31$25,041
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$98,288
Participant contributions at end of year2019-12-31$98,288
Participant contributions at beginning of year2019-12-31$73,081
Participant contributions at beginning of year2019-12-31$73,081
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,060
Administrative expenses (other) incurred2019-12-31$3,060
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$574,494
Value of net income/loss2019-12-31$574,494
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,032,610
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,032,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,458,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,458,116
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
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$2,549,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,549,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,035,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,035,130
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$25,041
Interest earned on other investments2019-12-31$25,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,384,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,384,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,349,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,349,905
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$488,254
Net investment gain/loss from pooled separate accounts2019-12-31$488,254
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$326,299
Contributions received in cash from employer2019-12-31$326,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,040
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERN & THOMPSON, LLC
Accountancy firm name2019-12-31KERN & THOMPSON, LLC
Accountancy firm EIN2019-12-31931157146
Accountancy firm EIN2019-12-31931157146
2018 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$136,411
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$132,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$129,233
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$290,605
Value of total assets at end of year2018-12-31$3,458,116
Value of total assets at beginning of year2018-12-31$3,453,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,877
Total interest from all sources2018-12-31$14,284
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$0
Participant contributions at end of year2018-12-31$73,081
Participant contributions at beginning of year2018-12-31$77,422
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,877
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$4,301
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,458,116
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,453,815
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$2,035,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,036,803
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$14,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,349,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,307,820
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-168,478
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$290,605
Employer contributions (assets) at beginning of year2018-12-31$31,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$129,233
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 name2018-12-31KERN & THOMPSON, LLC
Accountancy firm EIN2018-12-31931157146
2017 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$576,389
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$367,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$364,110
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$268,327
Value of total assets at end of year2017-12-31$3,453,815
Value of total assets at beginning of year2017-12-31$3,244,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,966
Total interest from all sources2017-12-31$14,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,966
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$209,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,453,815
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,244,502
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$2,036,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,714,432
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$14,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,385,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,500,984
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$293,991
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
Contributions received in cash from employer2017-12-31$268,327
Employer contributions (assets) at end of year2017-12-31$31,770
Employer contributions (assets) at beginning of year2017-12-31$29,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$364,110
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 name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$417,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$323,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$320,515
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$266,814
Value of total assets at end of year2016-12-31$3,244,502
Value of total assets at beginning of year2016-12-31$3,150,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,966
Total interest from all sources2016-12-31$15,237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,966
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$93,828
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,244,502
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,150,674
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$1,714,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,512,199
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$15,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,500,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,602,238
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$135,258
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$266,814
Employer contributions (assets) at end of year2016-12-31$29,086
Employer contributions (assets) at beginning of year2016-12-31$36,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$320,515
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$290,044
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$469,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$468,851
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$289,343
Value of total assets at end of year2015-12-31$3,150,674
Value of total assets at beginning of year2015-12-31$3,329,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$517
Total interest from all sources2015-12-31$15,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$289,343
Amount contributed by the employer to the plan for this plan year2015-12-31$289,343
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-179,324
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,150,674
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,329,998
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$1,512,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,721,465
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$15,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,602,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,584,118
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-15,163
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
Contributions received in cash from employer2015-12-31$289,343
Employer contributions (assets) at end of year2015-12-31$36,237
Employer contributions (assets) at beginning of year2015-12-31$24,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$468,851
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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$364,108
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$606,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$605,669
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$226,370
Value of total assets at end of year2014-12-31$3,329,998
Value of total assets at beginning of year2014-12-31$3,572,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,150
Total interest from all sources2014-12-31$16,557
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$226,370
Amount contributed by the employer to the plan for this plan year2014-12-31$226,370
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-242,711
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,329,998
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,572,709
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$1,721,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,782,269
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$16,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,584,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,767,458
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$121,181
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
Contributions received in cash from employer2014-12-31$226,370
Employer contributions (assets) at end of year2014-12-31$24,415
Employer contributions (assets) at beginning of year2014-12-31$22,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$605,669
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 name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$589,657
Total of all expenses incurred2013-12-31$689,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$688,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$223,347
Value of total assets at end of year2013-12-31$3,572,709
Value of total assets at beginning of year2013-12-31$3,672,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,241
Total interest from all sources2013-12-31$20,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$223,347
Amount contributed by the employer to the plan for this plan year2013-12-31$223,347
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-99,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,572,709
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,672,694
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$1,782,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,541,277
Interest earned on other investments2013-12-31$20,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,767,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,106,221
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$203,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$345,634
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
Contributions received in cash from employer2013-12-31$223,347
Employer contributions (assets) at end of year2013-12-31$22,982
Employer contributions (assets) at beginning of year2013-12-31$25,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$484,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$479,029
Total of all expenses incurred2012-12-31$629,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$628,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$265,986
Value of total assets at end of year2012-12-31$3,672,694
Value of total assets at beginning of year2012-12-31$3,822,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$850
Total interest from all sources2012-12-31$35,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$398,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$265,986
Amount contributed by the employer to the plan for this plan year2012-12-31$265,986
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-150,042
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,672,694
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,822,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,541,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,568,257
Interest earned on other investments2012-12-31$35,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,106,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,230,711
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$115,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$177,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$265,986
Employer contributions (assets) at end of year2012-12-31$25,196
Employer contributions (assets) at beginning of year2012-12-31$23,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$512,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$324,905
Total of all expenses incurred2011-12-31$473,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$473,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$300,229
Value of total assets at end of year2011-12-31$3,822,736
Value of total assets at beginning of year2011-12-31$3,971,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$900
Total interest from all sources2011-12-31$45,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$398,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$300,229
Amount contributed by the employer to the plan for this plan year2011-12-31$300,229
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-149,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,822,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,971,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,568,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,691,359
Interest earned on other investments2011-12-31$45,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,230,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,280,382
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$195,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$300,229
Employer contributions (assets) at end of year2011-12-31$23,768
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$277,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$606,362
Total of all expenses incurred2010-12-31$349,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$348,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$329,479
Value of total assets at end of year2010-12-31$3,971,741
Value of total assets at beginning of year2010-12-31$3,714,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,150
Total interest from all sources2010-12-31$62,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$275,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$329,479
Amount contributed by the employer to the plan for this plan year2010-12-31$329,479
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$256,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,971,741
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,714,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,691,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,438,546
Interest earned on other investments2010-12-31$62,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,280,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,245,427
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$101,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$214,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$329,479
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$30,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$246,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$375,250
Amount contributed by the employer to the plan for this plan year2009-12-31$375,250

Form 5500 Responses for DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES

2022: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED CONTRIBUTION PROTOTYPE PLAN OF COLUMBIA RIVER MENTAL HEALTH SERVICES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered360
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $684
Are there contracts with allocated funds for individual policies?0
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 fees684
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered276
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $684
Are there contracts with allocated funds for individual policies?0
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 fees684
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered275
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,359
Are there contracts with allocated funds for individual policies?0
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 fees1359
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered271
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,358
Are there contracts with allocated funds for individual policies?0
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 fees1358
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered249
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,306
Are there contracts with allocated funds for individual policies?0
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 fees1306
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered277
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $410
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 fees410
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587K
Policy instance 1
Insurance contract or identification number050587K
Number of Individuals Covered259
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number050587-K F
Policy instance 1
Insurance contract or identification number050587-K F
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $236
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 fees236
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION PROGRAMCOMPENSATINCOMPENSATION
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587-K F
Policy instance 1
Insurance contract or identification number050587-K F
Number of Individuals Covered271
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $347
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees97
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameADAM J. REUGH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050587-K L
Policy instance 2
Insurance contract or identification number050587-K L
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to CarrierUSD $3,896
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 number050587-K F
Policy instance 1
Insurance contract or identification number050587-K F
Number of Individuals Covered283
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $872
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number050587-K L
Policy instance 3
Insurance contract or identification number050587-K L
Number of Individuals Covered188
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to CarrierUSD $5,665
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 number004-377-K-01
Policy instance 2
Insurance contract or identification number004-377-K-01
Number of Individuals Covered305
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number050587-K L
Policy instance 1
Insurance contract or identification number050587-K L
Number of Individuals Covered305
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $379
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees112
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDAVID C. KASPERSON

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