2023 Form 5500 filing — Mental Health Care, Inc. 401k 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 20241219082308NAL0004735489001) for Mental Health Care, Inc. 401k Plan, reported by Mental Health Care, Inc. under EIN 59-0747306 and plan number 001. It reports 907 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)$14.9MReported net assets$14,882,900

Participants907

Provider compensation$54.6K2 Schedule C row(s)$54,571

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241219082308NAL0004735489001
Plan sponsor: Mental Health Care, Inc.
EIN: 59-0747306
Plan number: 001
Location: Tampa, FL
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)$14.9M total assets

Net assets$14.9MLiabilities$0

Money in vs. money out

Total income / additions$4M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$457.8K

Participant$1.1M

Full reported line items

Total assets (EOY): $14,882,900
Total liabilities (EOY): $0
Net assets (EOY): $14,882,900
Employer contributions: $457,798
Participant contributions: $1,127,513
Total income / additions: $3,952,890
Benefits paid: $1,325,967
Administrative expenses: $54,571
Total expenses: $1,408,782
Net increase / (decrease): $2,544,108

Schedule C

Reported service provider compensation

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

1
Pensionmark Financial Group, LLC$47.5K
SERVICE PROVIDER · Direct $47.5K
2
Voya Retirement Insurance & Annuity$7.1K
SERVICE PROVIDER · Direct $7.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219082308NAL0004735489001 cover?: It is the 2023 Form 5500 filing for Mental Health Care, Inc. 401k Plan, reported by Mental Health Care, Inc. (EIN 59-0747306).
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).