Chartiers Community Mental Health And Retardation Center, Inc. 403(B) Plan — Form 5500 plan (Chartiers Community Mental Health And Retardation Center, 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, Chartiers Community Mental Health And Retardation Center, Inc. 403(B) Plan is a benefit plan reported by Chartiers Community Mental Health And Retardation Center, Inc. under EIN 25-1203882 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $6,977,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chartiers Community Mental Health And Retardation Center, Inc.
- EIN
- 25-1203882
- Plan number
- 002
- Plan type
- 2
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $6,977,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241014150054NAL0013493363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,977,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,977,622
- Net assets (BOY)
- $6,085,090
Income & contributions
- Employer contributions
- $179,196
- Participant contributions
- $252,534
- Total contributions
- $457,447
- Total income / additions
- $1,183,491
Expenses & distributions
- Benefits paid
- $234,676
- Administrative expenses
- $56,283
- Total expenses
- $290,959
- Net increase / (decrease)
- $892,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,056 | $0 | 2023 |
| Kestra Advisory Services LLC | ADVISORY | $13,153 | not reported in the loaded dataset | 2023 |
| Mutual Of America Life Ins Co | SERVICE PROVIDER | $74 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chartiers Community Mental Health And Retardation Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bridgeville, PA
- Lincoln National Corporation — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Mutual Of America Life Ins Co — Schedule C compensation