Ionia County Community Mental Health Authority 401(A) Plan — Form 5500 plan (Ionia County Community Mental Health Authorit)
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, Ionia County Community Mental Health Authority 401(A) Plan is a benefit plan reported by Ionia County Community Mental Health Authorit under EIN 38-3274841 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $3,992,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ionia County Community Mental Health Authorit
- EIN
- 38-3274841
- Plan number
- 001
- Plan type
- 2
- Location
- Ionia, MI
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $3,992,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241017114134NAL0062357938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,992,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,992,007
- Net assets (BOY)
- $3,155,820
Income & contributions
- Employer contributions
- $296,218
- Total contributions
- $296,218
- Total income / additions
- $981,231
Expenses & distributions
- Benefits paid
- $117,704
- Administrative expenses
- $27,340
- Total expenses
- $145,044
- Net increase / (decrease)
- $836,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,340 | $0 | 2023 |
| Institutional Investment Consulting | INVESTMENT ADVISORY | $0 | $5,000 | 2023 |