2023 Form 5500 filing — Crosswinds Counseling & Wellness 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930143044NAL0003321043001) for Crosswinds Counseling & Wellness 401(K) Plan, reported by Mental Health Center Of East Central Kansas under EIN 48-0666889 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930143044NAL0003321043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Center Of East Central Kansas
- EIN
- 48-0666889
- Plan number
- 001
- Location
- Emporia, KS
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,892,099
- Total liabilities (EOY)
- $5,538
- Net assets (EOY)
- $4,886,561
- Employer contributions
- $310,475
- Participant contributions
- $460,306
- Total income / additions
- $1,509,762
- Benefits paid
- $1,088,306
- Administrative expenses
- $64,521
- Total expenses
- $1,152,847
- Net increase / (decrease)
- $356,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,808 | $1 |
| Mma Securities LLC | INVESTMENT ADVISOR | $17,549 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,221 | $0 |
| Compensation Benefit Planning Inc. | THIRD PARTY ADMINISTRATOR | $1,146 | not reported in the loaded dataset |
| Edward D Jones & Company | INVESTMENT ADVISORY - PLA | $1,070 | not reported in the loaded dataset |
| Erp National LLC | THIRD PARTY ADMINISTRATOR | $811 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $140 | not reported in the loaded dataset |