Catawba Valley Healthcare Retirement Plan — Form 5500 plan (The Mental Health Fund Inc. Dba Catawba Valley Healthcare)
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, Catawba Valley Healthcare Retirement Plan is a benefit plan reported by The Mental Health Fund Inc. Dba Catawba Valley Healthcare under EIN 56-2151678 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $1,678,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mental Health Fund Inc. Dba Catawba Valley Healthcare
- EIN
- 56-2151678
- Plan number
- 001
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $1,678,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250411125414NAL0023239185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,678,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,678,888
- Net assets (BOY)
- $1,122,971
Income & contributions
- Employer contributions
- $43,351
- Participant contributions
- $185,944
- Total contributions
- $439,395
- Total income / additions
- $646,441
Expenses & distributions
- Benefits paid
- $72,129
- Administrative expenses
- $18,395
- Total expenses
- $90,524
- Net increase / (decrease)
- $555,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones | INVESTMENT MANAGEMENT | $7,294 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $690 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | INVESTMENT MGMT | $291 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mental Health Fund Inc. Dba Catawba Valley Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hickory, NC
- Edward D Jones — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation