Columbiana County Mental Health Clinic 403b Thrift Plan — Form 5500 plan (Columbiana County Mental Health Clinic)
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, Columbiana County Mental Health Clinic 403b Thrift Plan is a benefit plan reported by Columbiana County Mental Health Clinic under EIN 34-1417161 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $2,964,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbiana County Mental Health Clinic
- EIN
- 34-1417161
- Plan number
- 002
- Plan type
- 2
- Location
- Lisbon, OH
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $2,964,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241010084034NAL0011303251002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,964,339
- Net assets (EOY)
- $2,964,339
- Net assets (BOY)
- $2,565,947
Income & contributions
- Employer contributions
- $59,033
- Participant contributions
- $159,246
- Total contributions
- $219,465
- Total income / additions
- $538,901
Expenses & distributions
- Benefits paid
- $139,829
- Administrative expenses
- $680
- Total expenses
- $140,509
- Net increase / (decrease)
- $398,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $680 | $0 | 2023 |