Plan5500

Southern Highlands Community Mental Health Center, Inc. Employees' Pension And Investment Plan — Form 5500 plan (Southern Highlands 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, Southern Highlands Community Mental Health Center, Inc. Employees' Pension And Investment Plan is a benefit plan reported by Southern Highlands Community Mental Health Center, Inc. under EIN 55-0521143 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $921,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Highlands Community Mental Health Center, Inc.
EIN
55-0521143
Plan number
001
Plan type
2
Location
Princeton, WV
Latest filing year
2023
Participants
112
End-of-year plan assets
$921,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241015134143NAL0016514691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$921,504
Total liabilities (EOY)
$0
Net assets (EOY)
$921,504
Net assets (BOY)
$2,438,061

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$204,109

Expenses & distributions

Benefits paid
$1,616,333
Administrative expenses
$104,333
Total expenses
$1,720,666
Net increase / (decrease)
-$1,516,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgriff Insurance ServicesWITH ER,TRUSTEE,INV ADV$90,889not reported in the loaded dataset2023
Truist Financial CorporationNONE$13,444not reported in the loaded dataset2023

Related Form 5500 pages