Plan5500

Center For Mental Health 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Center For Mental Health)

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, Center For Mental Health 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Center For Mental Health under EIN 81-0347441 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $2,865,877 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,865,762
Participants189Covered participants reported
Assets / participant$15.2KComputed: assets ÷ participants$15,163 (computed)
Provider compensation$38.1K5 Schedule C provider row(s)$38,059
Plan sponsor
Center For Mental Health
EIN
81-0347441
Plan number
001
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    189 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$115
Money in vs. money out
Total income / additions$601.3K
Total expenses$285.7K
Benefits paid / distributions$263K
Contributions
Employer$123.6K
Participant$194.2K
Full reported line items

Net assets

Total assets (EOY)
$2,865,877
Total liabilities (EOY)
$115
Net assets (EOY)
$2,865,762
Net assets (BOY)
$2,550,195

Income & contributions

Employer contributions
$123,591
Participant contributions
$194,231
Total contributions
$317,822
Total income / additions
$601,276

Expenses & distributions

Benefits paid
$262,994
Administrative expenses
$22,715
Total expenses
$285,709
Net increase / (decrease)
$315,567
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Ins Co Of Amer$15.5K
    RECORDKEEPER · Direct $15.5K · Indirect $0
  2. 2
    Rbc Capital Markets LLC$12.7K
    BROKER/ADVISER · Direct $0 · Indirect $12.7K
  3. 3
    Empower Advisory Group, LLC$5.4K
    INVESTMENT MGMT · Direct $5.4K
  4. 4
    Jccs, Pc Dba Jccs Benefit Consultin$4.1K
    CONTRACT ADMIN · Direct $1.5K · Indirect $2.6K
  5. 5
    Leafhouse Financial Advisors, LLC$320
    OTHER · Direct $320

What to inspect next

Frequently asked questions

Who sponsors the Center For Mental Health 401(K) Profit Sharing Plan & Trust?
Center For Mental Health 401(K) Profit Sharing Plan & Trust is reported as sponsored by Center For Mental Health (EIN 81-0347441, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Center For Mental Health 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Center For Mental Health 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Center For Mental Health 401(K) Profit Sharing Plan & Trust report?
Center For Mental Health 401(K) Profit Sharing Plan & Trust reports 189 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Center For Mental Health 401(K) Profit Sharing Plan & Trust?
Center For Mental Health 401(K) Profit Sharing Plan & Trust reports $2,865,877 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages