2023 Form 5500 filing — Vera French Community Mental Health Center 401(K) 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 20240910134856NAL0011716242001) for Vera French Community Mental Health Center 401(K) Plan, reported by Vera French Community Mental Health Center under EIN 42-0716337 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,729,897
Participants257
Provider compensation$37K2 Schedule C row(s)$37,005
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910134856NAL0011716242001
Plan sponsor
Vera French Community Mental Health Center
EIN
42-0716337
Plan number
001
Location
Davenport, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$384.1K
Participant$461.1K
Full reported line items
Total assets (EOY)
$8,729,897
Total liabilities (EOY)
$0
Net assets (EOY)
$8,729,897
Employer contributions
$384,070
Participant contributions
$461,082
Total income / additions
$2,235,720
Benefits paid
$2,339,113
Administrative expenses
$37,005
Total expenses
$2,376,118
Net increase / (decrease)
-$140,398
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $26.5K
  2. 2
    RECORDKEEPER · Direct $10.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910134856NAL0011716242001 cover?
It is the 2023 Form 5500 filing for Vera French Community Mental Health Center 401(K) Plan, reported by Vera French Community Mental Health Center (EIN 42-0716337).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages