2023 Form 5500 filing — Marshall-Jackson Mental Health Board 401(K) 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 20250715100741NAL0001219459001) for Marshall-Jackson Mental Health Board 401(K) Retirement Plan, reported by Marshall-Jackson Mental Health Board, Inc. under EIN 63-0638946 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715100741NAL0001219459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshall-Jackson Mental Health Board, Inc.
- EIN
- 63-0638946
- Plan number
- 001
- Location
- Guntersville, AL
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,699,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,699,560
- Employer contributions
- $133,059
- Participant contributions
- $168,170
- Total income / additions
- $1,497,824
- Benefits paid
- $812,535
- Administrative expenses
- $40,733
- Total expenses
- $859,869
- Net increase / (decrease)
- $637,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group, Inc. | INVESTMENT ADVISOR | $19,507 | not reported in the loaded dataset |
| Dyatech LLC | CONTRACT ADMIN | $640 | $2,741 |
| Empower Annuity Insurance | RECORDKEEPER | $800 | $0 |