2023 Form 5500 filing — Kitsap Mental Health Services 403(B) Retirement 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 20241015163639NAL0029127697001) for Kitsap Mental Health Services 403(B) Retirement Plan, reported by Kitsap Mental Health Services under EIN 91-1020106 and plan number 001. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163639NAL0029127697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kitsap Mental Health Services
- EIN
- 91-1020106
- Plan number
- 001
- Location
- Bremerton, WA
- Participants
- 658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,682,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,682,784
- Employer contributions
- $871,588
- Participant contributions
- $1,126,669
- Total income / additions
- $4,489,992
- Benefits paid
- $1,517,126
- Administrative expenses
- $85,420
- Total expenses
- $1,602,546
- Net increase / (decrease)
- $2,887,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,255 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $31,665 |
| Definiti LLC | OTHER SERVICES | $9,905 | $5,423 |
| Lincoln National Corporation | SERVICE PROVIDER | $300 | $0 |