2023 Form 5500 filing — Columbia Community Mental Health 403(B) 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 20250205134556NAL0017807456001) for Columbia Community Mental Health 403(B) Plan, reported by Columbia Community Mental Health under EIN 93-0644303 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205134556NAL0017807456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Community Mental Health
- EIN
- 93-0644303
- Plan number
- 001
- Location
- St Helens, OR
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,070,864
- Total liabilities (EOY)
- $11
- Net assets (EOY)
- $9,070,853
- Employer contributions
- $380,973
- Participant contributions
- $775,620
- Total income / additions
- $2,191,676
- Benefits paid
- $627,439
- Administrative expenses
- $31,416
- Total expenses
- $658,855
- Net increase / (decrease)
- $1,532,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company | NONE | $26,521 | not reported in the loaded dataset |
| Schwab Trust | CUSTODIAN | $4,895 | not reported in the loaded dataset |