2023 Form 5500 filing — Marshall-Jackson Mental Health Board 401(K) 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 20250715100741NAL0001219459001) for Marshall-Jackson Mental Health Board 401(K) Retirement Plan, reported by Marshall-Jackson Mental Health Board, Inc. under EIN 63-0638946 and plan number 001. It reports 233 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)$5.7MReported net assets$5,699,560
Participants233
Provider compensation$23.7K3 Schedule C row(s)$23,688
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715100741NAL0001219459001
- Plan sponsor
- Marshall-Jackson Mental Health Board, Inc.
- EIN
- 63-0638946
- Plan number
- 001
- Location
- Guntersville, AL
- Received date
- not reported in the loaded dataset
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,699,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,699,560
- Employer contributions
- $133,059
- Participant contributions
- $168,170
- Total income / additions
- $1,497,824
- Benefits paid
- $812,535
- Administrative expenses
- $40,733
- Total expenses
- $859,869
- Net increase / (decrease)
- $637,955
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group, Inc. | INVESTMENT ADVISOR | $19,507 | not reported in the loaded dataset |
| Dyatech LLC | CONTRACT ADMIN | $640 | $2,741 |
| Empower Annuity Insurance | RECORDKEEPER | $800 | $0 |