Crosswinds Counseling & Wellness 401(K) Plan — Form 5500 plan (Mental Health Center Of East Central Kansas)

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, Crosswinds Counseling & Wellness 401(K) Plan is a benefit plan reported by Mental Health Center Of East Central Kansas under EIN 48-0666889 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $4,892,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mental Health Center Of East Central Kansas
EIN
48-0666889
Plan number
001
Plan type
2
Location
Emporia, KS
Latest filing year
2023
Participants
210
End-of-year plan assets
$4,892,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240930143044NAL0003321043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,892,099
Total liabilities (EOY)
$5,538
Net assets (EOY)
$4,886,561
Net assets (BOY)
$4,529,646

Income & contributions

Employer contributions
$310,475
Participant contributions
$460,306
Total contributions
$814,479
Total income / additions
$1,509,762

Expenses & distributions

Benefits paid
$1,088,306
Administrative expenses
$64,521
Total expenses
$1,152,847
Net increase / (decrease)
$356,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$27,808$12023
Mma Securities LLCINVESTMENT ADVISOR$17,549not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$2,221$02023
Compensation Benefit Planning Inc.THIRD PARTY ADMINISTRATOR$1,146not reported in the loaded dataset2023
Edward D Jones & CompanyINVESTMENT ADVISORY - PLA$1,070not reported in the loaded dataset2023
Erp National LLCTHIRD PARTY ADMINISTRATOR$811not reported in the loaded dataset2023
Mesirow Financial, Inc.INVESTMENT ADVISORY - PLA$140not reported in the loaded dataset2023

Related Form 5500 pages