Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Riverbend Community Mental Health, 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, Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Riverbend Community Mental Health, Inc. under EIN 02-0264383 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $22,864,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riverbend Community Mental Health, Inc.
EIN
02-0264383
Plan number
001
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
503
End-of-year plan assets
$22,864,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20240919101148NAL0003453699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,864,302
Net assets (EOY)
$22,864,302
Net assets (BOY)
$19,842,265

Income & contributions

Employer contributions
$429,538
Participant contributions
$1,392,433
Total contributions
$2,296,903
Total income / additions
$6,036,185

Expenses & distributions

Benefits paid
$2,971,790
Administrative expenses
$40,009
Total expenses
$3,014,148
Net increase / (decrease)
$3,022,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40,009$02023

Related Form 5500 pages