North Central Mental Health Services, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (North Central 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, North Central Mental Health Services, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by North Central Mental Health Services, Inc. under EIN 31-0847283 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $11,972,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Central Mental Health Services, Inc.
EIN
31-0847283
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
143
End-of-year plan assets
$11,972,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241008144031NAL0034115042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,972,497
Total liabilities (EOY)
$0
Net assets (EOY)
$11,972,497
Net assets (BOY)
$11,347,575

Income & contributions

Employer contributions
$212,076
Participant contributions
$450,091
Total contributions
$689,085
Total income / additions
$2,165,588

Expenses & distributions

Benefits paid
$1,459,317
Administrative expenses
$63,847
Total expenses
$1,540,666
Net increase / (decrease)
$624,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Planners Financial ServicesADVISOR$39,525not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,322$02023

Related Form 5500 pages