401k Plan data: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN plan

WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C.

Employer identification number (EIN): 930921282

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DARYL QUICK
001 2016-01-01 DARYL QUICK
001 2015-01-01 DARYL QUICK
001 2014-01-01 DARYL QUICK
001 2013-01-01 DARYL QUICK
001 2012-01-01 DARYL QUICK
001 2011-01-01 DARYL QUICK

Plan Statistics for WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 281
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 335
Number of participants with account balances 2020-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 288
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 332
Number of participants with account balances 2019-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 221
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 294
Total participants 2018-01-01 294
Number of participants with account balances 2018-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 262
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 287
Number of participants with account balances 2017-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 225
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 241
Number of participants with account balances 2016-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 199
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 213
Number of participants with account balances 2015-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 190
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 204
Number of participants with account balances 2014-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 175
Number of retired or separated participants receiving benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 187
Total participants 2013-01-01 187
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 150
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 163
Total participants 2012-01-01 163
Number of participants with account balances 2012-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 142
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 159
Number of participants with account balances 2011-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2021: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	281
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	335
Number of participants with account balances	2020-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	288
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	332
Number of participants with account balances	2019-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	221
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	294
Total participants	2018-01-01	294
Number of participants with account balances	2018-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	262
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	287
Number of participants with account balances	2017-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	225
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	241
Number of participants with account balances	2016-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	199
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	213
Number of participants with account balances	2015-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	190
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	204
Number of participants with account balances	2014-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	175
Number of retired or separated participants receiving benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	187
Total participants	2013-01-01	187
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	150
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	163
Total participants	2012-01-01	163
Number of participants with account balances	2012-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	142
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	159
Number of participants with account balances	2011-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-06-01	$15,096,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-01	$24
Total income from all sources (including contributions)	2021-06-01	$2,053,054
Total of all expenses incurred	2021-06-01	$2,595,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-01	$2,560,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-01	$677,734
Value of total assets at end of year	2021-06-01	$0
Value of total assets at beginning of year	2021-06-01	$15,638,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-01	$34,299
Total interest from all sources	2021-06-01	$5,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-06-01	$0
Was this plan covered by a fidelity bond	2021-06-01	Yes
Value of fidelity bond cover	2021-06-01	$500,000
If this is an individual account plan, was there a blackout period	2021-06-01	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-01	No
Contributions received from participants	2021-06-01	$438,674
Participant contributions at end of year	2021-06-01	$0
Participant contributions at beginning of year	2021-06-01	$216,925
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-01	$8,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-01	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-01	No
Value of net income/loss	2021-06-01	$-542,040
Value of net assets at end of year (total assets less liabilities)	2021-06-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-06-01	$15,638,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-01	No
Were any leases to which the plan was party in default or uncollectible	2021-06-01	No
Investment advisory and management fees	2021-06-01	$16,269
Value of interest in pooled separate accounts at end of year	2021-06-01	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-01	$15,421,536
Interest on participant loans	2021-06-01	$5,217
Net investment gain/loss from pooled separate accounts	2021-06-01	$1,370,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-01	No
Was there a failure to transmit to the plan any participant contributions	2021-06-01	No
Has the plan failed to provide any benefit when due under the plan	2021-06-01	No
Contributions received in cash from employer	2021-06-01	$231,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-01	$2,560,795
Contract administrator fees	2021-06-01	$18,030
Did the plan have assets held for investment	2021-06-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-01	Yes
Opinion of an independent qualified public accountant for this plan	2021-06-01	Disclaimer
Accountancy firm name	2021-06-01	CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN	2021-06-01	465607846
2020 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$24
Total income from all sources (including contributions)	2020-12-31	$3,246,800
Total of all expenses incurred	2020-12-31	$989,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$915,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,065,929
Value of total assets at end of year	2020-12-31	$15,638,461
Value of total assets at beginning of year	2020-12-31	$13,381,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,350
Total interest from all sources	2020-12-31	$13,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,014,494
Participant contributions at end of year	2020-12-31	$216,925
Participant contributions at beginning of year	2020-12-31	$201,429
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$51,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,257,163
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,638,437
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,381,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$36,696
Value of interest in pooled separate accounts at end of year	2020-12-31	$15,421,536
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,163,285
Interest on participant loans	2020-12-31	$13,107
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,167,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$16,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$915,287
Contract administrator fees	2020-12-31	$37,654
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN	2020-12-31	465607846
2019 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$24
Total income from all sources (including contributions)	2019-12-31	$4,285,509
Total of all expenses incurred	2019-12-31	$330,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$262,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,993,512
Value of total assets at end of year	2019-12-31	$13,381,274
Value of total assets at beginning of year	2019-12-31	$9,426,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,575
Total interest from all sources	2019-12-31	$13,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,152,430
Participant contributions at end of year	2019-12-31	$201,429
Participant contributions at beginning of year	2019-12-31	$235,024
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$3
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$240,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,954,729
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,381,274
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,426,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$34,387
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,163,285
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,183,872
Interest on participant loans	2019-12-31	$13,818
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,278,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$600,602
Employer contributions (assets) at end of year	2019-12-31	$16,560
Employer contributions (assets) at beginning of year	2019-12-31	$7,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$262,205
Contract administrator fees	2019-12-31	$34,188
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN	2019-12-31	465607846
2018 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24
Total income from all sources (including contributions)	2018-12-31	$896,590
Total of all expenses incurred	2018-12-31	$523,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$473,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,609,227
Value of total assets at end of year	2018-12-31	$9,426,569
Value of total assets at beginning of year	2018-12-31	$9,053,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$50,799
Total interest from all sources	2018-12-31	$11,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,053,552
Participant contributions at end of year	2018-12-31	$235,024
Participant contributions at beginning of year	2018-12-31	$176,110
Participant contributions at end of year	2018-12-31	$3
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$372,644
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,426,545
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,053,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$28,324
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,183,872
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,852,954
Interest on participant loans	2018-12-31	$11,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-724,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$537,812
Employer contributions (assets) at end of year	2018-12-31	$7,670
Employer contributions (assets) at beginning of year	2018-12-31	$24,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$473,147
Contract administrator fees	2018-12-31	$22,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARNEGIE ACCOUNTING, LLP
Accountancy firm EIN	2018-12-31	465607846
2017 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,162
Total income from all sources (including contributions)	2017-12-31	$2,713,065
Total of all expenses incurred	2017-12-31	$201,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$176,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,556,014
Value of total assets at end of year	2017-12-31	$9,053,925
Value of total assets at beginning of year	2017-12-31	$6,545,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,117
Total interest from all sources	2017-12-31	$9,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$909,996
Participant contributions at end of year	2017-12-31	$176,110
Participant contributions at beginning of year	2017-12-31	$173,971
Participant contributions at beginning of year	2017-12-31	$385
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$161,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,511,827
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,053,901
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,542,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,419
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,852,954
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,360,733
Interest on participant loans	2017-12-31	$9,211
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,147,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$484,328
Employer contributions (assets) at end of year	2017-12-31	$24,861
Employer contributions (assets) at beginning of year	2017-12-31	$10,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$176,121
Contract administrator fees	2017-12-31	$20,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FREDERICK K. ERICKSON, CPA
Accountancy firm EIN	2017-12-31	911802884
2016 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,423
Total income from all sources (including contributions)	2016-12-31	$1,498,139
Total of all expenses incurred	2016-12-31	$206,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$175,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,022,856
Value of total assets at end of year	2016-12-31	$6,545,236
Value of total assets at beginning of year	2016-12-31	$5,251,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,603
Total interest from all sources	2016-12-31	$9,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$649,647
Participant contributions at end of year	2016-12-31	$173,971
Participant contributions at beginning of year	2016-12-31	$194,517
Participant contributions at end of year	2016-12-31	$385
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$33,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,291,566
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,542,074
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,250,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$6,360,733
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,046,739
Interest on participant loans	2016-12-31	$9,678
Net investment gain/loss from pooled separate accounts	2016-12-31	$465,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$339,861
Employer contributions (assets) at end of year	2016-12-31	$10,147
Employer contributions (assets) at beginning of year	2016-12-31	$10,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$175,970
Contract administrator fees	2016-12-31	$30,603
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FREDERICK K. ERICKSON, CPA
Accountancy firm EIN	2016-12-31	911802884
2015 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,423
Total income from all sources (including contributions)	2015-12-31	$778,657
Total of all expenses incurred	2015-12-31	$332,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$306,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$851,961
Value of total assets at end of year	2015-12-31	$5,251,931
Value of total assets at beginning of year	2015-12-31	$4,804,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,386
Total interest from all sources	2015-12-31	$6,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$541,567
Participant contributions at end of year	2015-12-31	$194,517
Participant contributions at beginning of year	2015-12-31	$81,046
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$24,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,423
Administrative expenses (other) incurred	2015-12-31	$26,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$445,728
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,250,508
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,804,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,046,739
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,716,567
Income. Interest from loans (other than to participants)	2015-12-31	$6,497
Net investment gain/loss from pooled separate accounts	2015-12-31	$-79,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$286,355
Employer contributions (assets) at end of year	2015-12-31	$10,675
Employer contributions (assets) at beginning of year	2015-12-31	$7,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$306,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FREDERICK K. ERICKSON, CPA
Accountancy firm EIN	2015-12-31	911802884
2014 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$954,849
Total of all expenses incurred	2014-12-31	$386,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$356,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$726,330
Value of total assets at end of year	2014-12-31	$4,804,780
Value of total assets at beginning of year	2014-12-31	$4,236,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$29,629
Total interest from all sources	2014-12-31	$4,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$29,629
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$475,400
Participant contributions at end of year	2014-12-31	$81,046
Participant contributions at beginning of year	2014-12-31	$87,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$568,283
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,804,780
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,236,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,716,567
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,145,934
Interest on participant loans	2014-12-31	$4,463
Net investment gain/loss from pooled separate accounts	2014-12-31	$224,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$250,930
Employer contributions (assets) at end of year	2014-12-31	$7,167
Employer contributions (assets) at beginning of year	2014-12-31	$3,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$356,937
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FREDERICK K. ERICKSON, CPA
Accountancy firm EIN	2014-12-31	911802884
2013 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,250,323
Total of all expenses incurred	2013-12-31	$48,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$32,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$643,289
Value of total assets at end of year	2013-12-31	$4,236,497
Value of total assets at beginning of year	2013-12-31	$3,035,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,500
Total interest from all sources	2013-12-31	$545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$16,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$325,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$423,484
Participant contributions at end of year	2013-12-31	$87,030
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,201,400
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,236,497
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,035,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,145,934
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,031,971
Interest on participant loans	2013-12-31	$545
Net investment gain/loss from pooled separate accounts	2013-12-31	$606,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$215,861
Employer contributions (assets) at end of year	2013-12-31	$3,533
Employer contributions (assets) at beginning of year	2013-12-31	$3,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$32,423
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FREDERICK K. ERICKSON, CPA
Accountancy firm EIN	2013-12-31	911802884
2012 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$16,838
Total income from all sources (including contributions)	2012-12-31	$870,538
Total of all expenses incurred	2012-12-31	$98,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$78,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$601,928
Value of total assets at end of year	2012-12-31	$3,035,097
Value of total assets at beginning of year	2012-12-31	$2,279,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$19,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$19,525
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$325,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$362,704
Participant contributions at beginning of year	2012-12-31	$15,799
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$33,942
Liabilities. Value of operating payables at beginning of year	2012-12-31	$4,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$772,205
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,035,097
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,262,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,031,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,260,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,260,049
Net investment gain/loss from pooled separate accounts	2012-12-31	$268,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$205,282
Employer contributions (assets) at end of year	2012-12-31	$3,126
Employer contributions (assets) at beginning of year	2012-12-31	$3,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$78,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$12,735
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FREDERICKSON K ERICKSON, CPA
Accountancy firm EIN	2012-12-31	911802884
2011 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$16,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,562
Total income from all sources (including contributions)	2011-12-31	$183,914
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$394,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$373,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$382,365
Value of total assets at end of year	2011-12-31	$2,279,730
Value of total assets at beginning of year	2011-12-31	$2,480,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,442
Total interest from all sources	2011-12-31	$313
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$62,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$62,809
Administrative expenses professional fees incurred	2011-12-31	$12,201
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$325,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$249,213
Participant contributions at end of year	2011-12-31	$15,799
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$4,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$6,562
Liabilities. Value of operating payables at end of year	2011-12-31	$12,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-211,072
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,262,892
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,473,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,480,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,260,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$26
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-261,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$127,101
Employer contributions (assets) at end of year	2011-12-31	$3,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$373,544
Contract administrator fees	2011-12-31	$9,241
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	FREDERICK K ERICKSON, CPA
Accountancy firm EIN	2011-12-31	911802884
2010 : WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9
Total income from all sources (including contributions)	2010-12-31	$537,580
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$230,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$223,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$229,089
Value of total assets at end of year	2010-12-31	$2,480,526
Value of total assets at beginning of year	2010-12-31	$2,167,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,236
Total interest from all sources	2010-12-31	$479
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$26,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$26,069
Administrative expenses professional fees incurred	2010-12-31	$475
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$75,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$152,086
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$9,095
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$6,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$306,781
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,473,964
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,167,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,480,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,158,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$26
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$281,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$76,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$223,563
Contract administrator fees	2010-12-31	$6,761
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	FREDERICK K ERICKSON, CPA
Accountancy firm EIN	2010-12-31	911802884

Form 5500 Responses for WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN

2021: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104185

Policy instance

Insurance contract or identification number	104185
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-06-01
Total amount of commissions paid to insurance broker	USD $3,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,324
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104185

Policy instance

Insurance contract or identification number	104185
Number of Individuals Covered	292
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,631
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104185

Policy instance

Insurance contract or identification number	104185
Number of Individuals Covered	271
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,686
Total amount of fees paid to insurance company	USD $3,100
Commission paid to Insurance Broker	USD $5,686
Amount paid for insurance broker fees	3100
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104185

Policy instance

Insurance contract or identification number	104185
Number of Individuals Covered	256
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,835
Total amount of fees paid to insurance company	USD $2,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,835
Amount paid for insurance broker fees	2875
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

104185

Policy instance

Insurance contract or identification number	104185
Number of Individuals Covered	207
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,112
Total amount of fees paid to insurance company	USD $1,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,493
Insurance broker organization code?	7
Amount paid for insurance broker fees	1075
Insurance broker name	PREMIER RETIREMENT SERVICES, INC.

Potentially related plans

WESTERN PSYCHOLOGICAL SERVICES 401(K) PROFIT SHARING PLAN [EIN = 952483722]

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Company Name:	WESTERN PSYCHOLOGICAL & COUNSELING SERVICES, P.C.
Employer identification number (EIN):	930921282
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)