Journey Mental Health Center Inc 403b Plan — Form 5500 plan (Journey 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, Journey Mental Health Center Inc 403b Plan is a benefit plan reported by Journey Mental Health Center Inc under EIN 39-0806445 and plan number 002. The latest loaded filing year is 2023. The filing reports 724 participants and $18,853,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Journey Mental Health Center Inc
- EIN
- 39-0806445
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $18,853,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241014094759NAL0026946289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,853,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,853,965
- Net assets (BOY)
- $17,363,537
Income & contributions
- Employer contributions
- $362,980
- Participant contributions
- $608,046
- Total contributions
- $978,923
- Total income / additions
- $3,967,776
Expenses & distributions
- Benefits paid
- $2,427,748
- Administrative expenses
- $49,600
- Total expenses
- $2,477,348
- Net increase / (decrease)
- $1,490,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Financial Group | NONE | $49,120 | $0 | 2023 |