2023 Form 5500 filing — Washington County Mental Health Services, Inc. 403b 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 20250415121245NAL0003248705001) for Washington County Mental Health Services, Inc. 403b Plan, reported by Washington County Mental Health Services, Inc. under EIN 03-0215872 and plan number 001. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415121245NAL0003248705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington County Mental Health Services, Inc.
- EIN
- 03-0215872
- Plan number
- 001
- Location
- Montpelier, VT
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,991,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,991,654
- Employer contributions
- $894,511
- Participant contributions
- $1,476,109
- Total income / additions
- $5,510,520
- Benefits paid
- $1,780,324
- Administrative expenses
- $24,206
- Total expenses
- $1,806,266
- Net increase / (decrease)
- $3,704,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,206 | $0 |