2023 Form 5500 filing — Columbiana County Mental Health Clinic 403b Thrift 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 20241010084034NAL0011303251002) for Columbiana County Mental Health Clinic 403b Thrift Plan, reported by Columbiana County Mental Health Clinic under EIN 34-1417161 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084034NAL0011303251002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbiana County Mental Health Clinic
- EIN
- 34-1417161
- Plan number
- 002
- Location
- Lisbon, OH
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,964,339
- Net assets (EOY)
- $2,964,339
- Employer contributions
- $59,033
- Participant contributions
- $159,246
- Total income / additions
- $538,901
- Benefits paid
- $139,829
- Administrative expenses
- $680
- Total expenses
- $140,509
- Net increase / (decrease)
- $398,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $680 | $0 |