2023 Form 5500 filing — Ionia County Community Mental Health Authority 401(A) 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 20241017114134NAL0062357938001) for Ionia County Community Mental Health Authority 401(A) Plan, reported by Ionia County Community Mental Health Authorit under EIN 38-3274841 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017114134NAL0062357938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ionia County Community Mental Health Authorit
- EIN
- 38-3274841
- Plan number
- 001
- Location
- Ionia, MI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,992,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,992,007
- Employer contributions
- $296,218
- Total income / additions
- $981,231
- Benefits paid
- $117,704
- Administrative expenses
- $27,340
- Total expenses
- $145,044
- Net increase / (decrease)
- $836,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,340 | $0 |
| Institutional Investment Consulting | INVESTMENT ADVISORY | $0 | $5,000 |