403(B) Thrift Plan For Employees Of Appleseed Community Mental Health Center, Inc. — Form 5500 plan (Appleseed Community Mental Health 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, 403(B) Thrift Plan For Employees Of Appleseed Community Mental Health Center, Inc. is a benefit plan reported by Appleseed Community Mental Health Center, Inc. under EIN 34-1680201 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $3,751,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appleseed Community Mental Health Center, Inc.
EIN
34-1680201
Plan number
001
Plan type
2
Location
Ashland, OH
Latest filing year
2023
Participants
146
End-of-year plan assets
$3,751,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20250129103559NAL0016011169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,751,717
Total liabilities (EOY)
$0
Net assets (EOY)
$3,751,717
Net assets (BOY)
$3,214,465

Income & contributions

Employer contributions
$52,184
Participant contributions
$187,121
Total contributions
$244,387
Total income / additions
$739,561

Expenses & distributions

Benefits paid
$200,925
Administrative expenses
$1,384
Total expenses
$202,309
Net increase / (decrease)
$537,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$1,384$02023

Related Form 5500 pages