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MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN
Plan identification number 001

MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY
Employer identification number (EIN):251053469
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOANNE KOEHLER2024-03-14 JOANNE KOEHLER2024-03-14
0012022-01-01JOANNE KOEHLER2023-04-20 JOANNE KOEHLER2023-04-20
0012021-01-01JOANNE KOEHLER2022-03-04 JOANNE KOEHLER2022-03-04
0012020-01-01JOANNE KOEHLER2021-02-04 JOANNE KOEHLER2021-02-04
0012019-01-01JOANNE KOEHLER2020-02-24 JOANNE KOEHLER2020-02-24
0012018-01-01JOANNE KOEHLER2019-02-14 JOANNE KOEHLER2019-02-14
0012017-01-01JOANNE KOEHLER2018-04-30 JOANNE KOEHLER2018-04-30
0012016-01-01JOANNE KOEHLER2017-02-09 JOANNE KOEHLER2017-02-09
0012015-01-01JOANNE KOEHLER2016-02-25 JOANNE KOEHLER2016-02-25
0012014-01-01JOSEPH COOK2015-02-24 JOSEPH COOK2015-02-24
0012013-01-01JOSEPH COOK2014-02-07 JOSEPH COOK2014-02-07
0012012-01-01JOSEPH COOK2013-04-19 JOSEPH COOK2013-04-19
0012011-01-01JOSEPH COOK2012-02-21 JOSEPH COOK2012-02-21
0012010-01-01JOSEPH COOK
0012009-01-01JOSEPH COOK
0012009-01-01JOSEPH COOK

Financial Data on MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-030
Net assets as of the end of the plan year2025-07-03296546
Total assets as of the beginning of the plan year2025-07-03251835
Value of plan covered by a fidelity bond2025-07-03250000
Participant contributions to plan in this plan year2025-07-034536
Other contributions to plan in this plan year2025-07-030
Other income to plan in this plan year2025-07-0319830
Plan net income in this plan year2025-07-0344711
Net assets as of the end of the plan year2025-07-03296546
Net assets as of the beginning of the plan year2025-07-03251835
Employer contributions to plan in this plan year2025-07-0320345
2024 : MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1477319
Net assets as of the end of the plan year2024-03-14251835
Total assets as of the beginning of the plan year2024-03-14280522
Value of plan covered by a fidelity bond2024-03-14250000
Participant contributions to plan in this plan year2024-03-144886
Other expenses paid from plan in this plan year2024-03-140
Other income to plan in this plan year2024-03-1422932
Plan net income in this plan year2024-03-14-28687
Net assets as of the end of the plan year2024-03-14251835
Net assets as of the beginning of the plan year2024-03-14280522
Employer contributions to plan in this plan year2024-03-1420814
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-140
2010 : MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-16$31,362
Expenses. Total of all expenses incurred2010-12-16$193,343
Benefits paid (including direct rollovers)2010-12-16$193,067
Total plan assets at end of year2010-12-16$0
Total plan assets at beginning of year2010-12-16$161,981
Other income received2010-12-16$11,866
Net income (gross income less expenses)2010-12-16$-161,981
Net plan assets at end of year (total assets less liabilities)2010-12-16$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-16$161,981
Total contributions received or receivable from employer(s)2010-12-16$19,496
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-16$276
Funding deficiency by the employer to the plan for this plan year2010-12-16$0
Minimum employer required contribution for this plan year2010-12-16$19,496
Amount contributed by the employer to the plan for this plan year2010-12-16$19,496
2009 : MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$25,641
Amount contributed by the employer to the plan for this plan year2009-12-31$25,641

Form 5500 Responses for MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN

2010: MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MENTAL HEALTH ASSOCIATION IN BEAVER COUNTY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052261-B
Policy instance 1

Potentially related plans

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