Washington County Mental Health Services, Inc. 403b Plan — Form 5500 plan (Washington County 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, Washington County Mental Health Services, Inc. 403b Plan is a benefit plan reported by Washington County Mental Health Services, Inc. under EIN 03-0215872 and plan number 001. The latest loaded filing year is 2023. The filing reports 873 participants and $24,991,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington County Mental Health Services, Inc.
EIN
03-0215872
Plan number
001
Plan type
2
Location
Montpelier, VT
Latest filing year
2023
Participants
873
End-of-year plan assets
$24,991,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023873H, C20250415121245NAL0003248705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,991,654
Total liabilities (EOY)
$0
Net assets (EOY)
$24,991,654
Net assets (BOY)
$21,287,400

Income & contributions

Employer contributions
$894,511
Participant contributions
$1,476,109
Total contributions
$2,437,687
Total income / additions
$5,510,520

Expenses & distributions

Benefits paid
$1,780,324
Administrative expenses
$24,206
Total expenses
$1,806,266
Net increase / (decrease)
$3,704,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$24,206$02023

Related Form 5500 pages