Plan5500

Mindpath Health Retirement Plan — Form 5500 plan (Community Psychiatry Management, LLC)

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, Mindpath Health Retirement Plan is a benefit plan reported by Community Psychiatry Management, LLC under EIN 47-4528472 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,884 participants and $54,181,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Psychiatry Management, LLC
EIN
47-4528472
Plan number
001
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
1,884
End-of-year plan assets
$54,181,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,884H, C20241011204223NAL0040027104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,181,630
Total liabilities (EOY)
$0
Net assets (EOY)
$54,181,630
Net assets (BOY)
$34,988,726

Income & contributions

Employer contributions
$4,357,519
Participant contributions
$8,304,750
Total contributions
$16,109,101
Total income / additions
$22,749,304

Expenses & distributions

Benefits paid
$4,208,934
Administrative expenses
$289,912
Total expenses
$4,498,846
Net increase / (decrease)
$18,250,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solution, LRECORDKEEPER$135,664$02023
Forest Capital Management LLCINVESTMENT ADVISORY PLAN$113,591not reported in the loaded dataset2023
Futureplan By AscensusRECORDKEEPER$37,681$1542023

Related Form 5500 pages