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MENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameMENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN
Plan identification number 001

MENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 AMERICA OF THE HEARTLAND has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH AMERICA OF THE HEARTLAND
Employer identification number (EIN):481185409
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 OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN CRAIN LEWIS2024-10-15
0012022-01-01SUSAN CRAIN LEWIS2023-10-10
0012021-01-01SUSAN CRAIN LEWIS2022-02-14
0012020-01-01SUSAN CRAIN LEWIS2021-04-22
0012019-01-01SUSAN CRAIN LEWIS2020-09-29
0012018-01-01SUSAN CRAIN LEWIS2019-10-07
0012017-01-01SUSAN CRAIN LEWIS2018-07-24
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01SUSAN CRAIN LEWIS2015-10-12
0012013-01-01SUSAN CRAIN LEWIS2014-10-03
0012012-01-01SUSAN CRAIN LEWIS2013-07-19
0012011-01-01SUSAN CRAIN LEWIS2012-10-15
0012010-01-01SUSAN CRAIN LEWIS2011-10-14

Financial Data on MENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : MENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-071760
Net assets as of the end of the plan year2025-10-07633751
Total assets as of the beginning of the plan year2025-10-07531840
Value of plan covered by a fidelity bond2025-10-07500000
Participant contributions to plan in this plan year2025-10-0730876
Other income to plan in this plan year2025-10-0766741
Plan net income in this plan year2025-10-07101911
Net assets as of the end of the plan year2025-10-07633751
Net assets as of the beginning of the plan year2025-10-07531840
Employer contributions to plan in this plan year2025-10-076054
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0775
2024 : MENTAL HEALTH AMERICA OF THE HEARTLAND 403(B) TAX SHELTERED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1538062
Net assets as of the end of the plan year2024-10-15531840
Total assets as of the beginning of the plan year2024-10-15449848
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-1531039
Other income to plan in this plan year2024-10-1571423
Plan net income in this plan year2024-10-1581992
Net assets as of the end of the plan year2024-10-15531840
Net assets as of the beginning of the plan year2024-10-15449848
Employer contributions to plan in this plan year2024-10-1517592
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15225

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