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Plan Name | GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GREATER OREGON BEHAVIORAL HEALTH |
Employer identification number (EIN): | 931144014 |
NAIC Classification: | 624310 |
NAIC Description: | Vocational Rehabilitation Services |
Additional information about GREATER OREGON BEHAVIORAL HEALTH
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1994-05-02 |
Company Identification Number: | 39865688 |
Legal Registered Office Address: |
401 E 3RD ST STE 101 THE DALLES United States of America (USA) 97058 |
More information about GREATER OREGON BEHAVIORAL HEALTH
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | EMILY MCDONALD | 2018-06-15 | ||
001 | 2016-01-01 | EMILY MCDONALD | 2017-07-06 |
Measure | Date | Value |
---|---|---|
2022: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 83 |
Total of all active and inactive participants | 2022-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 189 |
Number of participants with account balances | 2022-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 111 |
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 | 84 |
Total of all active and inactive participants | 2021-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 195 |
Number of participants with account balances | 2021-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 83 |
Total of all active and inactive participants | 2020-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 215 |
Number of participants with account balances | 2020-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 140 |
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 | 55 |
Total of all active and inactive participants | 2019-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 195 |
Number of participants with account balances | 2019-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28 |
Total of all active and inactive participants | 2018-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 190 |
Number of participants with account balances | 2018-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $190,358 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $870,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $813,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,108,330 |
Value of total assets at end of year | 2022-12-31 | $5,230,586 |
Value of total assets at beginning of year | 2022-12-31 | $5,910,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $57,081 |
Total interest from all sources | 2022-12-31 | $4,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $105,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $105,401 |
Administrative expenses professional fees incurred | 2022-12-31 | $18,900 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $464,888 |
Participant contributions at end of year | 2022-12-31 | $91,911 |
Participant contributions at beginning of year | 2022-12-31 | $93,843 |
Participant contributions at end of year | 2022-12-31 | $20,991 |
Participant contributions at beginning of year | 2022-12-31 | $16,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $114,596 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-679,901 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,230,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,910,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $18,161 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,046,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,565,487 |
Interest on participant loans | 2022-12-31 | $4,599 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $50,040 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $212,572 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,030,206 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $2,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $528,846 |
Employer contributions (assets) at end of year | 2022-12-31 | $20,759 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $21,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $813,178 |
Contract administrator fees | 2022-12-31 | $20,020 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $86 |
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 | $1,578,700 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $515,750 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $467,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $967,736 |
Value of total assets at end of year | 2021-12-31 | $5,910,487 |
Value of total assets at beginning of year | 2021-12-31 | $4,847,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $47,778 |
Total interest from all sources | 2021-12-31 | $5,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $107,283 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $107,283 |
Administrative expenses professional fees incurred | 2021-12-31 | $10,080 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $376,312 |
Participant contributions at end of year | 2021-12-31 | $93,843 |
Participant contributions at beginning of year | 2021-12-31 | $117,446 |
Participant contributions at end of year | 2021-12-31 | $16,661 |
Participant contributions at beginning of year | 2021-12-31 | $12,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $93,742 |
Administrative expenses (other) incurred | 2021-12-31 | $6,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,062,950 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,910,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,847,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $17,916 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,565,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,498,401 |
Interest on participant loans | 2021-12-31 | $5,399 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $212,572 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $210,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $495,495 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $497,682 |
Employer contributions (assets) at end of year | 2021-12-31 | $21,924 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $8,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $467,972 |
Contract administrator fees | 2021-12-31 | $13,062 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,255,648 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,182,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,141,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $667,407 |
Value of total assets at end of year | 2020-12-31 | $4,847,451 |
Value of total assets at beginning of year | 2020-12-31 | $4,774,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $41,652 |
Total interest from all sources | 2020-12-31 | $5,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $72,112 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $72,112 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $275,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $412,621 |
Participant contributions at end of year | 2020-12-31 | $117,446 |
Participant contributions at beginning of year | 2020-12-31 | $95,889 |
Participant contributions at end of year | 2020-12-31 | $12,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,804 |
Administrative expenses (other) incurred | 2020-12-31 | $41,502 |
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 | $72,941 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,847,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,774,510 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,498,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,659,648 |
Interest on participant loans | 2020-12-31 | $5,188 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $210,673 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $18,973 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $509,026 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,915 |
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 |
Contributions received in cash from employer | 2020-12-31 | $234,982 |
Employer contributions (assets) at end of year | 2020-12-31 | $8,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,141,055 |
Contract administrator fees | 2020-12-31 | $150 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 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 | $2,314,131 |
Total income from all sources (including contributions) | 2019-12-31 | $2,314,131 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $288,735 |
Total of all expenses incurred | 2019-12-31 | $288,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $249,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $249,894 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,876 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,569,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,569,184 |
Value of total assets at end of year | 2019-12-31 | $4,774,510 |
Value of total assets at end of year | 2019-12-31 | $4,774,510 |
Value of total assets at beginning of year | 2019-12-31 | $2,749,114 |
Value of total assets at beginning of year | 2019-12-31 | $2,749,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,965 |
Total interest from all sources | 2019-12-31 | $4,888 |
Total interest from all sources | 2019-12-31 | $4,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $117,624 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $117,624 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $117,624 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $275,000 |
Value of fidelity bond cover | 2019-12-31 | $275,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $698,123 |
Contributions received from participants | 2019-12-31 | $698,123 |
Participant contributions at end of year | 2019-12-31 | $95,889 |
Participant contributions at end of year | 2019-12-31 | $95,889 |
Participant contributions at beginning of year | 2019-12-31 | $65,243 |
Participant contributions at beginning of year | 2019-12-31 | $65,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $291,457 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $291,457 |
Administrative expenses (other) incurred | 2019-12-31 | $33,965 |
Administrative expenses (other) incurred | 2019-12-31 | $33,965 |
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 |
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 | $2,025,396 |
Value of net income/loss | 2019-12-31 | $2,025,396 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,774,510 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,774,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,749,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,749,114 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,659,648 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,659,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,682,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,682,463 |
Interest on participant loans | 2019-12-31 | $4,888 |
Interest on participant loans | 2019-12-31 | $4,888 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $18,973 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $18,973 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,408 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $622,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $622,068 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $367 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $579,604 |
Contributions received in cash from employer | 2019-12-31 | $579,604 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $249,894 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $249,894 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JONES AND ROTH |
Accountancy firm name | 2019-12-31 | JONES AND ROTH |
Accountancy firm EIN | 2019-12-31 | 930819646 |
Accountancy firm EIN | 2019-12-31 | 930819646 |
2018 : GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $1,427,067 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $70,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $50,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,598,624 |
Value of total assets at end of year | 2018-12-31 | $2,749,114 |
Value of total assets at beginning of year | 2018-12-31 | $1,392,385 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,731 |
Total interest from all sources | 2018-12-31 | $960 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $99,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $99,240 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $140,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $630,786 |
Participant contributions at end of year | 2018-12-31 | $65,243 |
Participant contributions at beginning of year | 2018-12-31 | $17,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $328,791 |
Administrative expenses (other) incurred | 2018-12-31 | $19,731 |
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 | $1,356,729 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,749,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,392,385 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,682,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,375,147 |
Interest on participant loans | 2018-12-31 | $903 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,408 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $57 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-271,782 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $25 |
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 | $639,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $50,607 |
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 | Yes |
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 | JONES AND ROTH |
Accountancy firm EIN | 2018-12-31 | 930819646 |
2022: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GREATER OREGON BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |