Columbia Community Mental Health 403(B) Plan — Form 5500 plan (Columbia Community 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, Columbia Community Mental Health 403(B) Plan is a benefit plan reported by Columbia Community Mental Health under EIN 93-0644303 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $9,070,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Community Mental Health
- EIN
- 93-0644303
- Plan number
- 001
- Plan type
- 2
- Location
- St Helens, OR
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $9,070,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20250205134556NAL0017807456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,070,864
- Total liabilities (EOY)
- $11
- Net assets (EOY)
- $9,070,853
- Net assets (BOY)
- $7,538,032
Income & contributions
- Employer contributions
- $380,973
- Participant contributions
- $775,620
- Total contributions
- $1,164,173
- Total income / additions
- $2,191,676
Expenses & distributions
- Benefits paid
- $627,439
- Administrative expenses
- $31,416
- Total expenses
- $658,855
- Net increase / (decrease)
- $1,532,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $26,521 | not reported in the loaded dataset | 2023 |
| Schwab Trust | CUSTODIAN | $4,895 | not reported in the loaded dataset | 2023 |