2023 Form 5500 filing — Hillview Mental Health Center, Inc. 401(K) Defined Contribution 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 20240814123102NAL0006509731001) for Hillview Mental Health Center, Inc. 401(K) Defined Contribution Plan, reported by Hillview Mental Health Center, Inc. under EIN 95-3928411 and plan number 005. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814123102NAL0006509731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillview Mental Health Center, Inc.
- EIN
- 95-3928411
- Plan number
- 005
- Location
- Pacoima, CA
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,599,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,599,990
- Employer contributions
- $143,537
- Participant contributions
- $143,867
- Total income / additions
- $910,980
- Benefits paid
- $325,939
- Administrative expenses
- $21,236
- Total expenses
- $347,175
- Net increase / (decrease)
- $563,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Securities LLC | INVESTMENT ADVISOR | $0 | $16,258 |
| John Hancock Usa | RECODKEEPING | $1,988 | not reported in the loaded dataset |