2023 Form 5500 filing — Riverbend Community Mental Health, Inc. Tax Deferred Annuity 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 20240919101148NAL0003453699001) for Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan, reported by Riverbend Community Mental Health, Inc. under EIN 02-0264383 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919101148NAL0003453699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riverbend Community Mental Health, Inc.
- EIN
- 02-0264383
- Plan number
- 001
- Location
- Concord, NH
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,864,302
- Net assets (EOY)
- $22,864,302
- Employer contributions
- $429,538
- Participant contributions
- $1,392,433
- Total income / additions
- $6,036,185
- Benefits paid
- $2,971,790
- Administrative expenses
- $40,009
- Total expenses
- $3,014,148
- Net increase / (decrease)
- $3,022,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,009 | $0 |