Plan5500

403(B) Thrift Plan For Employees Of Appleseed Community Mental Health Center, Inc. — Form 5500 plan (Appleseed Community 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, 403(B) Thrift Plan For Employees Of Appleseed Community Mental Health Center, Inc. is a benefit plan reported by Appleseed Community Mental Health Center, Inc. under EIN 34-1680201 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $3,751,717 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,751,717
Participants146Covered participants reported
Assets / participant$25.7KComputed: assets ÷ participants$25,697 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,384
Plan sponsor
Appleseed Community Mental Health Center, Inc.
EIN
34-1680201
Plan number
001
Plan type
2
Location
Ashland, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20250129103559NAL0016011169001
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$739.6K
Total expenses$202.3K
Benefits paid / distributions$200.9K
Contributions
Employer$52.2K
Participant$187.1K
Full reported line items

Net assets

Total assets (EOY)
$3,751,717
Total liabilities (EOY)
$0
Net assets (EOY)
$3,751,717
Net assets (BOY)
$3,214,465

Income & contributions

Employer contributions
$52,184
Participant contributions
$187,121
Total contributions
$244,387
Total income / additions
$739,561

Expenses & distributions

Benefits paid
$200,925
Administrative expenses
$1,384
Total expenses
$202,309
Net increase / (decrease)
$537,252
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$1,384$02023

Related Form 5500 pages