403(B) Thrift Plan For Employees Of Eastern Panhandle Mental Health Center, Inc. Dba Eastridge Health Systems — Form 5500 plan (Eastern Panhandle Mental Healt)

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, 403(B) Thrift Plan For Employees Of Eastern Panhandle Mental Health Center, Inc. Dba Eastridge Health Systems is a benefit plan reported by Eastern Panhandle Mental Healt under EIN 23-7116164 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $5,685,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastern Panhandle Mental Healt
EIN
23-7116164
Plan number
001
Plan type
2
Location
Martinsburg, WV
Latest filing year
2023
Participants
297
End-of-year plan assets
$5,685,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20250411083907NAL0035746976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,685,819
Total liabilities (EOY)
$0
Net assets (EOY)
$5,685,819
Net assets (BOY)
$5,178,176

Income & contributions

Employer contributions
$182,166
Participant contributions
$251,544
Total contributions
$433,710
Total income / additions
$1,135,579

Expenses & distributions

Benefits paid
$626,746
Administrative expenses
$1,190
Total expenses
$627,936
Net increase / (decrease)
$507,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$975$02023
Equitable Financial Life InsuranceRECORDKEEPER$0$1002023

Related Form 5500 pages