2023 Form 5500 filing — Mhr Retirement Savings 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 20241009144045NAL0037361122001) for Mhr Retirement Savings Plan, reported by Mental Health Resources, Inc. under EIN 41-1273885 and plan number 002. It reports 315 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)$14.5MReported net assets$14,498,233
Participants315
Provider compensation$6.8K1 Schedule C row(s)$6,800
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009144045NAL0037361122001
Plan sponsor
Mental Health Resources, Inc.
EIN
41-1273885
Plan number
002
Location
St. Paul, 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)$14.5M total assets
Net assets$14.5MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$558K
Benefits paid / distributions$551.2K
Contributions
Employer$334.3K
Participant$886.6K
Full reported line items
Total assets (EOY)
$14,498,233
Total liabilities (EOY)
$0
Net assets (EOY)
$14,498,233
Employer contributions
$334,347
Participant contributions
$886,608
Total income / additions
$3,410,792
Benefits paid
$551,188
Administrative expenses
$6,801
Total expenses
$557,989
Net increase / (decrease)
$2,852,803
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009144045NAL0037361122001 cover?
It is the 2023 Form 5500 filing for Mhr Retirement Savings Plan, reported by Mental Health Resources, Inc. (EIN 41-1273885).
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