2023 Form 5500 filing — Jefferson Center For Mental Health Savings 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 20250108101439NAL0010998161001) for Jefferson Center For Mental Health Savings Plan, reported by Jefferson Center For Mental Health under EIN 84-0474717 and plan number 001. It reports 1,301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108101439NAL0010998161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jefferson Center For Mental Health
- EIN
- 84-0474717
- Plan number
- 001
- Location
- Wheat Ridge, CO
- Participants
- 1,301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,410,777
- Net assets (EOY)
- $41,410,777
- Employer contributions
- $1,422,523
- Participant contributions
- $2,539,941
- Total income / additions
- $9,705,535
- Benefits paid
- $1,838,366
- Administrative expenses
- $122,905
- Total expenses
- $1,976,570
- Net increase / (decrease)
- $7,728,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $122,905 | $0 |