2023 Form 5500 filing — South Shore Mental Health Center, Inc. Tax Sheltered Ann. 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 20250402101202NAL0004851811001) for South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan, reported by South Shore Mental Health Center, Inc. under EIN 04-2677185 and plan number 001. It reports 888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402101202NAL0004851811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Shore Mental Health Center, Inc.
- EIN
- 04-2677185
- Plan number
- 001
- Location
- Braintree, MA
- Participants
- 888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,414,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,414,629
- Employer contributions
- $246,249
- Participant contributions
- $1,293,277
- Total income / additions
- $5,663,314
- Benefits paid
- $4,785,339
- Administrative expenses
- $107,722
- Total expenses
- $4,916,722
- Net increase / (decrease)
- $746,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $120,505 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $53,469 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $5,000 | not reported in the loaded dataset |