2023 Form 5500 filing — Touchstone Mental Health 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 20241002121834NAL0014946128001) for Touchstone Mental Health 401(K) Plan, reported by Touchstone Mental Health under EIN 41-1920740 and plan number 001. It reports 380 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)$5.5MReported net assets$5,493,793
Participants380
Provider compensation$55.4K3 Schedule C row(s)$55,351
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002121834NAL0014946128001
Plan sponsor
Touchstone Mental Health
EIN
41-1920740
Plan number
001
Location
Minneapolis, MN
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$228.9K
Participant$601.1K
Full reported line items
Total assets (EOY)
$5,493,793
Total liabilities (EOY)
$0
Net assets (EOY)
$5,493,793
Employer contributions
$228,913
Participant contributions
$601,104
Total income / additions
$1,679,273
Benefits paid
$1,041,607
Administrative expenses
$55,351
Total expenses
$1,106,946
Net increase / (decrease)
$572,327
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $31.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $16.7K
  3. 3
    INVESTMENT MGMT · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002121834NAL0014946128001 cover?
It is the 2023 Form 5500 filing for Touchstone Mental Health 401(K) Plan, reported by Touchstone Mental Health (EIN 41-1920740).
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