Jefferson Center For Mental Health Savings Plan — Form 5500 plan (Jefferson 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, Jefferson Center For Mental Health Savings Plan is a benefit plan reported by Jefferson Center For Mental Health under EIN 84-0474717 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,301 participants and $41,410,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson Center For Mental Health
EIN
84-0474717
Plan number
001
Plan type
2
Location
Wheat Ridge, CO
Latest filing year
2023
Participants
1,301
End-of-year plan assets
$41,410,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,301H, C20250108101439NAL0010998161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,410,777
Net assets (EOY)
$41,410,777
Net assets (BOY)
$33,681,812

Income & contributions

Employer contributions
$1,422,523
Participant contributions
$2,539,941
Total contributions
$4,033,359
Total income / additions
$9,705,535

Expenses & distributions

Benefits paid
$1,838,366
Administrative expenses
$122,905
Total expenses
$1,976,570
Net increase / (decrease)
$7,728,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CoNONE$122,905$02023

Related Form 5500 pages