2023 Form 5500 filing — Mental Health Association, Inc. 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 20250130134303NAL0001919394001) for Mental Health Association, Inc. 403(B) Retirement Plan, reported by Mental Health Association, Inc. under EIN 04-6197938 and plan number 002. It reports 911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130134303NAL0001919394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Association, Inc.
- EIN
- 04-6197938
- Plan number
- 002
- Location
- Chicopee, MA
- Participants
- 911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,973,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,973,287
- Employer contributions
- $139,128
- Participant contributions
- $288,112
- Total income / additions
- $1,275,294
- Benefits paid
- $695,833
- Administrative expenses
- $13,859
- Total expenses
- $717,875
- Net increase / (decrease)
- $557,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $5,884 | $5,019 |
| Commonwealth Equity .00 Services Ll | INVESTMENT ADVISOR | $5,020 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,875 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,080 | not reported in the loaded dataset |