West Alabama Mental Health Board, Inc. 403(B) Plan — Form 5500 plan (West Alabama Mental Health Board, 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, West Alabama Mental Health Board, Inc. 403(B) Plan is a benefit plan reported by West Alabama Mental Health Board, Inc. under EIN 63-0588645 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $2,507,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Alabama Mental Health Board, Inc.
EIN
63-0588645
Plan number
001
Plan type
2
Location
Demopolis, AL
Latest filing year
2023
Participants
194
End-of-year plan assets
$2,507,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015165711NAL0030417313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,507,778
Total liabilities (EOY)
$0
Net assets (EOY)
$2,507,778
Net assets (BOY)
$2,146,865

Income & contributions

Employer contributions
$110,175
Participant contributions
$73,257
Total contributions
$183,432
Total income / additions
$467,306

Expenses & distributions

Benefits paid
$93,857
Administrative expenses
$12,460
Total expenses
$106,393
Net increase / (decrease)
$360,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ValicNONE$12,460not reported in the loaded dataset2023

Related Form 5500 pages