Kitsap Mental Health Services 403(B) Retirement Plan — Form 5500 plan (Kitsap Mental Health Services)
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, Kitsap Mental Health Services 403(B) Retirement Plan is a benefit plan reported by Kitsap Mental Health Services under EIN 91-1020106 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $18,682,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kitsap Mental Health Services
- EIN
- 91-1020106
- Plan number
- 001
- Plan type
- 2
- Location
- Bremerton, WA
- Latest filing year
- 2023
- Participants
- 658
- End-of-year plan assets
- $18,682,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20241015163639NAL0029127697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,682,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,682,784
- Net assets (BOY)
- $15,795,338
Income & contributions
- Employer contributions
- $871,588
- Participant contributions
- $1,126,669
- Total contributions
- $2,286,949
- Total income / additions
- $4,489,992
Expenses & distributions
- Benefits paid
- $1,517,126
- Administrative expenses
- $85,420
- Total expenses
- $1,602,546
- Net increase / (decrease)
- $2,887,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,255 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $31,665 | 2023 |
| Definiti LLC | OTHER SERVICES | $9,905 | $5,423 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $300 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kitsap Mental Health Services
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bremerton, WA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation