South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan — Form 5500 plan (South Shore Mental Health Center, Inc.)
Plain-English plan 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, South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan is a benefit plan reported by South Shore Mental Health Center, Inc. under EIN 04-2677185 and plan number 001. The latest loaded filing year is 2023. The filing reports 888 participants and $28,414,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Shore Mental Health Center, Inc.
- EIN
- 04-2677185
- Plan number
- 001
- Plan type
- 2
- Location
- Braintree, MA
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $28,414,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20250402101202NAL0004851811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,414,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,414,629
- Net assets (BOY)
- $27,668,037
Income & contributions
- Employer contributions
- $246,249
- Participant contributions
- $1,293,277
- Total contributions
- $1,637,043
- Total income / additions
- $5,663,314
Expenses & distributions
- Benefits paid
- $4,785,339
- Administrative expenses
- $107,722
- Total expenses
- $4,916,722
- Net increase / (decrease)
- $746,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $120,505 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $53,469 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Shore Mental Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Braintree, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation