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, Personal Enrichment Through Mental Health Services, Inc. Retirement Plan is a benefit plan reported by Personal Enrichment Through Mental Health Services, Inc. under EIN 59-3153549 and plan number 004. The latest loaded filing year is 2023. The filing reports 226 participants and $4,766,678 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,766,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,766,678
- Net assets (BOY)
- $4,328,657
Income & contributions
- Employer contributions
- $77,884
- Participant contributions
- $260,523
- Total contributions
- $338,407
- Total income / additions
- $968,220
Expenses & distributions
- Benefits paid
- $513,238
- Administrative expenses
- $15,666
- Total expenses
- $530,199
- Net increase / (decrease)
- $438,021