2023 Form 5500 filing — West Alabama Mental Health Board, Inc. 403(B) 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 20241015165711NAL0030417313001) for West Alabama Mental Health Board, Inc. 403(B) Plan, reported by West Alabama Mental Health Board, Inc. under EIN 63-0588645 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165711NAL0030417313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Alabama Mental Health Board, Inc.
- EIN
- 63-0588645
- Plan number
- 001
- Location
- Demopolis, AL
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,507,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,507,778
- Employer contributions
- $110,175
- Participant contributions
- $73,257
- Total income / additions
- $467,306
- Benefits paid
- $93,857
- Administrative expenses
- $12,460
- Total expenses
- $106,393
- Net increase / (decrease)
- $360,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic | NONE | $12,460 | not reported in the loaded dataset |