Mark Twain Behavioral Health Employees Tax Deferred — Form 5500 plan (Mark Twain Association For 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, Mark Twain Behavioral Health Employees Tax Deferred is a benefit plan reported by Mark Twain Association For Mental Health, Inc. under EIN 43-1020989 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $8,466,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Twain Association For Mental Health, Inc.
- EIN
- 43-1020989
- Plan number
- 001
- Plan type
- 2
- Location
- Hannibal, MO
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $8,466,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240904133500NAL0020258289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,466,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,466,157
- Net assets (BOY)
- $6,912,491
Income & contributions
- Employer contributions
- $600,454
- Participant contributions
- $473,353
- Total contributions
- $1,148,587
- Total income / additions
- $2,331,028
Expenses & distributions
- Benefits paid
- $638,243
- Administrative expenses
- $137,436
- Total expenses
- $777,362
- Net increase / (decrease)
- $1,553,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Equitable Life Insurance Co | RECORDKEEPER | $1,783 | $131,204 | 2023 |
| R. Parker | AGENT OR BROKER | $33,133 | not reported in the loaded dataset | 2023 |
| R. Beaty | AGENT OR BROKER | $4,456 | not reported in the loaded dataset | 2023 |
| J. Gibbs | AGENT OR BROKER | $55 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mark Twain Association For Mental Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Hannibal, MO
- Axa Equitable Life Insurance Co — Schedule C compensation
- R. Parker — Schedule C compensation
- R. Beaty — Schedule C compensation
- J. Gibbs — Schedule C compensation