Gbmh Retirement Plan — Form 5500 plan (Grant-Blackford Mental Health, 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, Gbmh Retirement Plan is a benefit plan reported by Grant-Blackford Mental Health, Inc. under EIN 35-6202739 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $3,303,885 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grant-Blackford Mental Health, Inc.
EIN
35-6202739
Plan number
001
Plan type
2
Location
Marion, IN
Latest filing year
2023
Participants
206
End-of-year plan assets
$3,303,885

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241015142218NAL0049878288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,303,885
Total liabilities (EOY)
$0
Net assets (EOY)
$3,303,885
Net assets (BOY)
$3,098,245

Income & contributions

Employer contributions
$429,531
Participant contributions
$158,860
Total contributions
$632,007
Total income / additions
$1,047,971

Expenses & distributions

Benefits paid
$822,644
Administrative expenses
$19,687
Total expenses
$842,331
Net increase / (decrease)
$205,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.RIA$0$8,2872023
Wilshire Associates, Inc (Usa)RIA$0$5522023

Related Form 5500 pages