2023 Form 5500 filing — Mhala 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723103619NAL0011580961001) for Mhala 403(B) Plan, reported by Mental Health America Of Los Angeles under EIN 95-1881491 and plan number 001. It reports 556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723103619NAL0011580961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health America Of Los Angeles
- EIN
- 95-1881491
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,299,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,299,116
- Employer contributions
- $1,323,864
- Participant contributions
- $772,131
- Total income / additions
- $3,474,159
- Benefits paid
- $974,961
- Administrative expenses
- $28,973
- Total expenses
- $1,033,064
- Net increase / (decrease)
- $2,441,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc | CONTRACT ADMIN | $13,800 | $8,574 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,184 | $0 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $9,690 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $6,712 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,581 | not reported in the loaded dataset |