?>
Plan Name | SOCSTC RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SOUTHERN OREGON CHILD STUDY & TREATMENT CENTER, INC. |
Employer identification number (EIN): | 930605594 |
NAIC Classification: | 621420 |
NAIC Description: | Outpatient Mental Health and Substance Abuse Centers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2021-07-01 | WENDY BOICEY | 2023-04-13 | ||
003 | 2020-07-01 | LESA DEPIERO | 2022-01-28 | ||
003 | 2019-07-01 | ||||
003 | 2019-07-01 | ||||
003 | 2018-07-01 | RACHEL RAINES | 2020-04-13 | ||
003 | 2017-07-01 | RACHEL RAINES | 2018-10-17 | RACHEL RAINES | 2018-10-17 |
003 | 2016-07-01 | RACHEL RAINES | 2018-02-22 | RACHEL RAINES | 2018-02-22 |
003 | 2015-07-01 | RACHEL RAINES | 2017-01-31 | RACHEL RAINES | 2017-01-31 |
003 | 2014-07-01 | RACHEL MINCH | 2017-03-08 | RACHEL MINCH | 2017-03-08 |
003 | 2013-07-01 | SUSAN HAWKSLEY | 2014-09-29 | ||
003 | 2012-07-01 | SUSAN HAWKSLEY | 2013-10-24 | ||
003 | 2011-07-01 | SUSAN HAWKSLEY | 2012-10-26 | ||
003 | 2010-07-01 | SUSAN HAWKSLEY | 2011-12-15 |
Measure | Date | Value |
---|---|---|
2019: SOCSTC RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 59 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 26 |
Total of all active and inactive participants | 2019-07-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 85 |
Number of participants with account balances | 2019-07-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : SOCSTC RETIREMENT PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-06-30 | $0 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $184,868 |
Expenses. Total of all expenses incurred | 2020-06-30 | $491,101 |
Benefits paid (including direct rollovers) | 2020-06-30 | $490,763 |
Total plan assets at end of year | 2020-06-30 | $1,617,024 |
Total plan assets at beginning of year | 2020-06-30 | $1,923,257 |
Value of fidelity bond covering the plan | 2020-06-30 | $200,000 |
Total contributions received or receivable from participants | 2020-06-30 | $92,078 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $338 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $15,337 |
Net income (gross income less expenses) | 2020-06-30 | $-306,233 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,617,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,923,257 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $77,453 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
2019: SOCSTC RETIREMENT PLAN 2019 form 5500 responses | ||
---|---|---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | Yes |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 059291B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|