2023 Form 5500 filing — Personal Enrichment Through Mental Health Services, Inc. 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 20250414164829NAL0000887779001) for Personal Enrichment Through Mental Health Services, Inc. Retirement Plan, reported by Personal Enrichment Through Mental Health Services, Inc. under EIN 59-3153549 and plan number 004. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414164829NAL0000887779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Personal Enrichment Through Mental Health Services, Inc.
- EIN
- 59-3153549
- Plan number
- 004
- Location
- Pinellas Park, FL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,766,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,766,678
- Employer contributions
- $77,884
- Participant contributions
- $260,523
- Total income / additions
- $968,220
- Benefits paid
- $513,238
- Administrative expenses
- $15,666
- Total expenses
- $530,199
- Net increase / (decrease)
- $438,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $8,357 | $0 |
| Valic | RECORDKEEPER | $6,894 | not reported in the loaded dataset |