Greater Lakes Mental Healthcare 401(K) Retirement Plan — Form 5500 plan (Greater Lakes Mental Healthcare)
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, Greater Lakes Mental Healthcare 401(K) Retirement Plan is a benefit plan reported by Greater Lakes Mental Healthcare under EIN 91-6064184 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $11,359,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Lakes Mental Healthcare
- EIN
- 91-6064184
- Plan number
- 002
- Plan type
- 2
- Location
- Lakewood, WA
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $11,359,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241014114951NAL0053375570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,359,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,359,045
- Net assets (BOY)
- $10,742,184
Income & contributions
- Employer contributions
- $325,144
- Participant contributions
- $659,559
- Total contributions
- $999,425
- Total income / additions
- $2,643,315
Expenses & distributions
- Benefits paid
- $2,005,181
- Administrative expenses
- $21,273
- Total expenses
- $2,026,454
- Net increase / (decrease)
- $616,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $21,273 | $0 | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |