Journey Mental Health Center Inc 403b Plan — Form 5500 plan (Journey 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, Journey Mental Health Center Inc 403b Plan is a benefit plan reported by Journey Mental Health Center Inc under EIN 39-0806445 and plan number 002. The latest loaded filing year is 2023. The filing reports 724 participants and $18,853,965 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.9MPlan net assets, end of year$18,853,965
Participants724Covered participants reported
Assets / participant$26KComputed: assets ÷ participants$26,041 (computed)
Provider compensation$49.1K1 Schedule C provider row(s)$49,120
- Plan sponsor
- Journey Mental Health Center Inc
- EIN
- 39-0806445
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241014094759NAL0026946289001 |
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,853,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,853,965
- Net assets (BOY)
- $17,363,537
Income & contributions
- Employer contributions
- $362,980
- Participant contributions
- $608,046
- Total contributions
- $978,923
- Total income / additions
- $3,967,776
Expenses & distributions
- Benefits paid
- $2,427,748
- Administrative expenses
- $49,600
- Total expenses
- $2,477,348
- Net increase / (decrease)
- $1,490,428
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Financial Group | NONE | $49,120 | $0 | 2023 |