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MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameMENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MENTAL HEALTH AMERICA has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH AMERICA
Employer identification number (EIN):131614906
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DR. TRACYE WEEKS2024-06-03
0022022-01-01ELIZABETH STRIBLING2023-07-17
0022021-01-01ELIZABETH STRIBLING2022-07-19
0022020-01-01ELIZABETH STRIBLING2021-08-02
0022020-01-01JESSICA KENNEDY2021-10-07
0022019-01-01SACHIN DOSHI2020-06-26
0022018-01-01JESSICA KENNEDY2019-06-25
0022017-01-01JESSICA KENNEDY2018-07-05
0022014-01-01JESSICA KENNEDY2015-07-01 PAUL GIONFRIDDO2015-07-02
0022013-01-01DIANNE L. FELTON2014-07-10
0022012-01-01MENTAL HEALTH AMERICA INC2013-07-23 MENTAL HEALTH AMERICA INC2013-07-23
0022011-01-01MENTAL HEALTH AMERICA INC2012-07-16 MENTAL HEALTH AMERICA INC2012-07-16
0022010-01-01MENTAL HEALTH AMERICA INC2011-07-15 MENTAL HEALTH AMERICA INC2011-07-15
0022009-01-01MENTAL HEALTH AMERICA INC MENTAL HEALTH AMERICA INC2010-10-07
0022007-01-01JULIE BURKE DAVID SHERN2010-08-03

Financial Data on MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21439948
Net assets as of the end of the plan year2025-07-215525337
Total assets as of the beginning of the plan year2025-07-214426123
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-21412544
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-21120452
Other income to plan in this plan year2025-07-21821214
Plan net income in this plan year2025-07-211099214
Net assets as of the end of the plan year2025-07-215525337
Net assets as of the beginning of the plan year2025-07-214426123
Employer contributions to plan in this plan year2025-07-21184952
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2127559
2024 : MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-030
Total liabilities as of the end of the plan year2024-06-030
Total liabilities as of the beginning of the plan year2024-06-030
Total expenses incurred by plan in this plan year2024-06-03101361
Net assets as of the end of the plan year2024-06-034426123
Total assets as of the beginning of the plan year2024-06-033232544
Value of plan covered by a fidelity bond2024-06-03500000
Participant contributions to plan in this plan year2024-06-03370211
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-0337820
Other income to plan in this plan year2024-06-03724114
Plan net income in this plan year2024-06-031193579
Net assets as of the end of the plan year2024-06-034426123
Net assets as of the beginning of the plan year2024-06-033232544
Employer contributions to plan in this plan year2024-06-03162795
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0320115
2022 : MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-190
Total liabilities as of the end of the plan year2022-07-190
Total liabilities as of the beginning of the plan year2022-07-190
Total expenses incurred by plan in this plan year2022-07-191089910
Net assets as of the end of the plan year2022-07-193515303
Total assets as of the beginning of the plan year2022-07-193592702
Value of plan covered by a fidelity bond2022-07-19500000
Participant contributions to plan in this plan year2022-07-19220599
Value of participant loans at end of plan year2022-07-1921931
Other expenses paid from plan in this plan year2022-07-190
Other contributions to plan in this plan year2022-07-1918269
Other income to plan in this plan year2022-07-19673735
Plan net income in this plan year2022-07-19-77399
Net assets as of the end of the plan year2022-07-193515303
Net assets as of the beginning of the plan year2022-07-193592702
Employer contributions to plan in this plan year2022-07-1999908
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1938122

Form 5500 Responses for MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST

2009: MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: MENTAL HEALTH AMERICA 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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