2023 Form 5500 filing — Amhc Retirement 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 20240924111237NAL0017359584001) for Amhc Retirement Plan, reported by Aroostook Mental Health Services, Inc. under EIN 01-0276859 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924111237NAL0017359584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aroostook Mental Health Services, Inc.
- EIN
- 01-0276859
- Plan number
- 001
- Location
- Caribou, ME
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,637,941
- Net assets (EOY)
- $8,637,941
- Employer contributions
- $205,700
- Participant contributions
- $447,164
- Total income / additions
- $2,388,735
- Benefits paid
- $1,163,370
- Administrative expenses
- $1,859
- Total expenses
- $1,165,229
- Net increase / (decrease)
- $1,223,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Solution Group LLC | CONTRACT ADMIN | $3,100 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,859 | not reported in the loaded dataset |
| Capital Group Retirement Plan | RECORDKEEPER | $1,006 | $0 |