2023 Form 5500 filing — Mental Health Partnerships Tax Sheltered Annuity 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 20250106123206NAL0004443043001) for Mental Health Partnerships Tax Sheltered Annuity Plan, reported by Mental Health Partnerships under EIN 23-1425035 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106123206NAL0004443043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Partnerships
- EIN
- 23-1425035
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,944,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,944,676
- Employer contributions
- $159,753
- Participant contributions
- $265,975
- Total income / additions
- $1,350,489
- Benefits paid
- $669,991
- Administrative expenses
- $50,643
- Total expenses
- $720,634
- Net increase / (decrease)
- $629,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrative Svcs | NONE | $28,347 | not reported in the loaded dataset |