Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan — Form 5500 plan (Hillview Mental Health Center, Inc.)

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, Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan is a benefit plan reported by Hillview Mental Health Center, Inc. under EIN 95-3928411 and plan number 005. The latest loaded filing year is 2023. The filing reports 117 participants and $4,599,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hillview Mental Health Center, Inc.
EIN
95-3928411
Plan number
005
Plan type
2
Location
Pacoima, CA
Latest filing year
2023
Participants
117
End-of-year plan assets
$4,599,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20240814123102NAL0006509731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,599,990
Total liabilities (EOY)
$0
Net assets (EOY)
$4,599,990
Net assets (BOY)
$4,036,185

Income & contributions

Employer contributions
$143,537
Participant contributions
$143,867
Total contributions
$287,404
Total income / additions
$910,980

Expenses & distributions

Benefits paid
$325,939
Administrative expenses
$21,236
Total expenses
$347,175
Net increase / (decrease)
$563,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
J.P. Morgan Securities LLCINVESTMENT ADVISOR$0$16,2582023
John Hancock UsaRECODKEEPING$1,988not reported in the loaded dataset2023

Related Form 5500 pages