Meadows Mental Health Policy Institute For Texas 401(K) Plan — Form 5500 plan (The Meadows Mental Health Policy Institute For Texas)
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, Meadows Mental Health Policy Institute For Texas 401(K) Plan is a benefit plan reported by The Meadows Mental Health Policy Institute For Texas under EIN 46-3992618 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $8,991,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Meadows Mental Health Policy Institute For Texas
- EIN
- 46-3992618
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $8,991,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241013211930NAL0044413136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,991,157
- Net assets (EOY)
- $8,991,157
- Net assets (BOY)
- $6,110,633
Income & contributions
- Employer contributions
- $1,139,836
- Participant contributions
- $1,234,625
- Total contributions
- $2,518,972
- Total income / additions
- $3,791,568
Expenses & distributions
- Benefits paid
- $859,788
- Administrative expenses
- $51,256
- Total expenses
- $911,044
- Net increase / (decrease)
- $2,880,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shade Tree Partners LLC | INVESTMENT ADVISOR | $35,655 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,746 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $2,875 | $3,566 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Meadows Mental Health Policy Institute For Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Shade Tree Partners LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Definiti LLC — Schedule C compensation