Amhc Retirement Plan — Form 5500 plan (Aroostook Mental Health Services, Inc.)
Plain-English plan 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, Amhc Retirement Plan is a benefit plan reported by Aroostook Mental Health Services, Inc. under EIN 01-0276859 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $8,637,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aroostook Mental Health Services, Inc.
- EIN
- 01-0276859
- Plan number
- 001
- Plan type
- 2
- Location
- Caribou, ME
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $8,637,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20240924111237NAL0017359584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,637,941
- Net assets (EOY)
- $8,637,941
- Net assets (BOY)
- $7,414,435
Income & contributions
- Employer contributions
- $205,700
- Participant contributions
- $447,164
- Total contributions
- $921,804
- Total income / additions
- $2,388,735
Expenses & distributions
- Benefits paid
- $1,163,370
- Administrative expenses
- $1,859
- Total expenses
- $1,165,229
- Net increase / (decrease)
- $1,223,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Solution Group LLC | CONTRACT ADMIN | $3,100 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,859 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $1,006 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aroostook Mental Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Caribou, ME
- Retirement Solution Group LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Capital Group Retirement Plan — Schedule C compensation