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MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN 401k Plan overview

Plan NameMENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN
Plan identification number 001

MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

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

Company Name:MENTAL HEALTH ASSOCIATION OF
Employer identification number (EIN):141779296
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROSE MONETTE2024-07-13
0012022-01-01LEE RIVERS2023-06-15 ROSE MARY MONETTE2023-06-15
0012021-01-01LEE RIVERS2022-07-05

Financial Data on MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN

Measure Date Value
2025 : MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-052094
Net assets as of the end of the plan year2025-06-0565496
Total assets as of the beginning of the plan year2025-06-0515496
Value of plan covered by a fidelity bond2025-06-052000
Participant contributions to plan in this plan year2025-06-0547973
Value of participant loans at end of plan year2025-06-052766
Other income to plan in this plan year2025-06-054121
Plan net income in this plan year2025-06-0550000
Net assets as of the end of the plan year2025-06-0565496
Net assets as of the beginning of the plan year2025-06-0515496
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-05577
2024 : MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-134768
Net assets as of the end of the plan year2024-07-1315496
Total assets as of the beginning of the plan year2024-07-137780
Value of plan covered by a fidelity bond2024-07-131000
Participant contributions to plan in this plan year2024-07-1310247
Other income to plan in this plan year2024-07-132237
Plan net income in this plan year2024-07-137716
Net assets as of the end of the plan year2024-07-1315496
Net assets as of the beginning of the plan year2024-07-137780
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-13203
2022 : MENTAL HEALTH ASSOCIATION OF FRANKLIN COUNTY, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-05947
Net assets as of the end of the plan year2022-07-053587
Total assets as of the beginning of the plan year2022-07-050
Participant contributions to plan in this plan year2022-07-054310
Other income to plan in this plan year2022-07-05224
Plan net income in this plan year2022-07-053587
Net assets as of the end of the plan year2022-07-053587
Net assets as of the beginning of the plan year2022-07-050
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0575

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