Mhala 403(B) Plan — Form 5500 plan (Mental Health America Of Los Angeles)
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, Mhala 403(B) Plan is a benefit plan reported by Mental Health America Of Los Angeles under EIN 95-1881491 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $11,299,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health America Of Los Angeles
- EIN
- 95-1881491
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $11,299,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20240723103619NAL0011580961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,299,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,299,116
- Net assets (BOY)
- $8,858,021
Income & contributions
- Employer contributions
- $1,323,864
- Participant contributions
- $772,131
- Total contributions
- $2,096,707
- Total income / additions
- $3,474,159
Expenses & distributions
- Benefits paid
- $974,961
- Administrative expenses
- $28,973
- Total expenses
- $1,033,064
- Net increase / (decrease)
- $2,441,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings Inc | CONTRACT ADMIN | $13,800 | $8,574 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,184 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $9,690 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $6,712 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,581 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mental Health America Of Los Angeles
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Ascensus Holdings Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation