2023 Form 5500 filing — Mindpath Health 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 20241011204223NAL0040027104001) for Mindpath Health Retirement Plan, reported by Community Psychiatry Management, LLC under EIN 47-4528472 and plan number 001. It reports 1,884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011204223NAL0040027104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Psychiatry Management, LLC
- EIN
- 47-4528472
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 1,884
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,181,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,181,630
- Employer contributions
- $4,357,519
- Participant contributions
- $8,304,750
- Total income / additions
- $22,749,304
- Benefits paid
- $4,208,934
- Administrative expenses
- $289,912
- Total expenses
- $4,498,846
- Net increase / (decrease)
- $18,250,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solution, L | RECORDKEEPER | $135,664 | $0 |
| Forest Capital Management LLC | INVESTMENT ADVISORY PLAN | $113,591 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $37,681 | $154 |