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EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH
Plan identification number 006

EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 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.

401k Sponsoring company profile

THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH
Employer identification number (EIN):362521946

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01JACQUELINE HAAS2024-10-11
0062022-01-01JACQUELINE HAAS2023-09-15
0062021-01-01JACQUELINE HAAS2022-10-17
0062020-01-01JACQUELINE HAAS2021-10-13

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 2025 401k membership
Total number of particpants at beginning of year2025-10-1414
Total number of particpants at end of year2025-10-1415
Number of Participants With Account Balances2025-10-1414
2024: EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 2024 401k membership
Total number of particpants at beginning of year2024-10-1115
Total number of particpants at end of year2024-10-1114
Number of Participants With Account Balances2024-10-1114

Financial Data on EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14280119
Net assets as of the end of the plan year2025-10-14466647
Total assets as of the beginning of the plan year2025-10-14663746
Value of plan covered by a fidelity bond2025-10-1450000
Participant contributions to plan in this plan year2025-10-1421204
Other income to plan in this plan year2025-10-1453619
Plan net income in this plan year2025-10-14-197099
Net assets as of the end of the plan year2025-10-14466647
Net assets as of the beginning of the plan year2025-10-14663746
Employer contributions to plan in this plan year2025-10-148197
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-142371
2024 : EMPLOYEE BENEFIT PLAN OF THE HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1144045
Net assets as of the end of the plan year2024-10-11663746
Total assets as of the beginning of the plan year2024-10-11627988
Value of plan covered by a fidelity bond2024-10-1150000
Participant contributions to plan in this plan year2024-10-1120856
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1151178
Plan net income in this plan year2024-10-1135758
Net assets as of the end of the plan year2024-10-11663746
Net assets as of the beginning of the plan year2024-10-11627988
Employer contributions to plan in this plan year2024-10-117769
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1189

Potentially related plans

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