Columbiana County Mental Health Clinic 403b Thrift Plan — Form 5500 plan (Columbiana County Mental Health Clinic)
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, Columbiana County Mental Health Clinic 403b Thrift Plan is a benefit plan reported by Columbiana County Mental Health Clinic under EIN 34-1417161 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $2,964,339 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3MPlan net assets, end of year$2,964,339
Participants173Covered participants reported
Assets / participant$17.1KComputed: assets ÷ participants$17,135 (computed)
Provider compensation$6801 Schedule C provider row(s)
- Plan sponsor
- Columbiana County Mental Health Clinic
- EIN
- 34-1417161
- Plan number
- 002
- Plan type
- 2
- Location
- Lisbon, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241010084034NAL0011303251002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3M total assets
Net assets$3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,964,339
- Net assets (EOY)
- $2,964,339
- Net assets (BOY)
- $2,565,947
Income & contributions
- Employer contributions
- $59,033
- Participant contributions
- $159,246
- Total contributions
- $219,465
- Total income / additions
- $538,901
Expenses & distributions
- Benefits paid
- $139,829
- Administrative expenses
- $680
- Total expenses
- $140,509
- Net increase / (decrease)
- $398,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $680 | $0 | 2023 |