Comprehensive Mental Health Center Of Tacoma-Pierce County 403 (B) Retirement Plan — Form 5500 plan (Comprehensive Mental Health Center Of Tacoma-Pierce County)
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, Comprehensive Mental Health Center Of Tacoma-Pierce County 403 (B) Retirement Plan is a benefit plan reported by Comprehensive Mental Health Center Of Tacoma-Pierce County under EIN 91-0854239 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $13,592,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comprehensive Mental Health Center Of Tacoma-Pierce County
- EIN
- 91-0854239
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $13,592,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241015125339NAL0014665123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,592,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,592,484
- Net assets (BOY)
- $11,710,315
Income & contributions
- Employer contributions
- $763,593
- Participant contributions
- $272,855
- Total contributions
- $1,080,129
- Total income / additions
- $2,606,255
Expenses & distributions
- Benefits paid
- $655,717
- Administrative expenses
- $68,369
- Total expenses
- $724,086
- Net increase / (decrease)
- $1,882,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services, Inc | RECORDKEEPER | $67,299 | not reported in the loaded dataset | 2023 |
| Trutina Financial | INVESTMENT ADVISORY | $900 | not reported in the loaded dataset | 2023 |
| Voya Ret Ins And Annutiy Co | SERVICE PROVIDER | $170 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Comprehensive Mental Health Center Of Tacoma-Pierce County
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Pentegra Services, Inc — Schedule C compensation
- Trutina Financial — Schedule C compensation
- Voya Ret Ins And Annutiy Co — Schedule C compensation