Mental Health Association, Inc. 403(B) Retirement Plan — Form 5500 plan (Mental Health Association, 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, Mental Health Association, Inc. 403(B) Retirement Plan is a benefit plan reported by Mental Health Association, Inc. under EIN 04-6197938 and plan number 002. The latest loaded filing year is 2023. The filing reports 911 participants and $6,973,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health Association, Inc.
- EIN
- 04-6197938
- Plan number
- 002
- Plan type
- 2
- Location
- Chicopee, MA
- Latest filing year
- 2023
- Participants
- 911
- End-of-year plan assets
- $6,973,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 911 | H, C | 20250130134303NAL0001919394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,973,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,973,287
- Net assets (BOY)
- $6,415,868
Income & contributions
- Employer contributions
- $139,128
- Participant contributions
- $288,112
- Total contributions
- $430,096
- Total income / additions
- $1,275,294
Expenses & distributions
- Benefits paid
- $695,833
- Administrative expenses
- $13,859
- Total expenses
- $717,875
- Net increase / (decrease)
- $557,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $5,884 | $5,019 | 2023 |
| Commonwealth Equity .00 Services Ll | INVESTMENT ADVISOR | $5,020 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,875 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,080 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mental Health Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Chicopee, MA
- The Angell Pension Group Inc — Schedule C compensation
- Commonwealth Equity .00 Services Ll — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation