Marshall-Jackson Mental Health Board 401(K) Retirement Plan — Form 5500 plan (Marshall-Jackson Mental Health Board, 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, Marshall-Jackson Mental Health Board 401(K) Retirement Plan is a benefit plan reported by Marshall-Jackson Mental Health Board, Inc. under EIN 63-0638946 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $5,699,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall-Jackson Mental Health Board, Inc.
- EIN
- 63-0638946
- Plan number
- 001
- Plan type
- 2
- Location
- Guntersville, AL
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $5,699,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20250715100741NAL0001219459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,699,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,699,560
- Net assets (BOY)
- $5,061,605
Income & contributions
- Employer contributions
- $133,059
- Participant contributions
- $168,170
- Total contributions
- $301,229
- Total income / additions
- $1,497,824
Expenses & distributions
- Benefits paid
- $812,535
- Administrative expenses
- $40,733
- Total expenses
- $859,869
- Net increase / (decrease)
- $637,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Insurance Group, Inc. | INVESTMENT ADVISOR | $19,507 | not reported in the loaded dataset | 2023 |
| Dyatech LLC | CONTRACT ADMIN | $640 | $2,741 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marshall-Jackson Mental Health Board, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Guntersville, AL
- Raymond James Insurance Group, Inc. — Schedule C compensation
- Dyatech LLC — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation