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MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 401k Plan overview

Plan NameMENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC
Plan identification number 001

MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 FORSYTH COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC
Employer identification number (EIN):560776248
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 ASSOCIATION IN FORSYTH COUNTY, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01OTTIS ANDREW HAGLER2024-05-20
0012022-01-01ANDY HAGLER2023-06-13
0012021-01-01ANDY HAGLER2022-06-02 ANDY HAGLER2022-06-02
0012020-01-01ANDY HAGLER2021-06-28
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANDY HAGLER2013-05-02
0012011-01-01ANDY HAGLER2012-09-27
0012010-01-01ANDY HAGLER2011-08-19

Plan Statistics for MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC

401k plan membership statisitcs for MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC

Measure Date Value
2025: MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2025 401k membership
Total number of particpants at beginning of year2025-06-184
Total number of particpants at end of year2025-06-180
Number of Participants With Account Balances2025-06-180
Total number of particpants at beginning of year2025-05-146
Total number of particpants at end of year2025-05-144
Number of Participants With Account Balances2025-05-144
2024: MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2024 401k membership
Total number of particpants at beginning of year2024-05-207
Total number of particpants at end of year2024-05-206
Number of Participants With Account Balances2024-05-206
2022: MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2022 401k membership
Total number of particpants at beginning of year2022-06-028
Total number of particpants at end of year2022-06-0210
Number of Participants With Account Balances2022-06-028

Financial Data on MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC

Measure Date Value
2025 : MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-180
Total liabilities as of the beginning of the plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-18406225
Net assets as of the end of the plan year2025-06-180
Total assets as of the beginning of the plan year2025-06-18398647
Value of plan covered by a fidelity bond2025-06-18300000
Other income to plan in this plan year2025-06-187578
Plan net income in this plan year2025-06-18-398647
Net assets as of the end of the plan year2025-06-180
Net assets as of the beginning of the plan year2025-06-18398647
Fees paid to broker by Benefit Provider2025-06-1862
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1817744
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-1431292
Net assets as of the end of the plan year2025-05-14398647
Total assets as of the beginning of the plan year2025-05-14387431
Value of plan covered by a fidelity bond2025-05-14300000
Participant contributions to plan in this plan year2025-05-145958
Other income to plan in this plan year2025-05-1431403
Plan net income in this plan year2025-05-1411216
Net assets as of the end of the plan year2025-05-14398647
Net assets as of the beginning of the plan year2025-05-14387431
Employer contributions to plan in this plan year2025-05-145147
Fees paid to broker by Benefit Provider2025-05-14721
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-147350
2024 : MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-206670
Net assets as of the end of the plan year2024-05-20387431
Total assets as of the beginning of the plan year2024-05-20337307
Value of plan covered by a fidelity bond2024-05-20300000
Participant contributions to plan in this plan year2024-05-208401
Other expenses paid from plan in this plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2041689
Plan net income in this plan year2024-05-2050124
Net assets as of the end of the plan year2024-05-20387431
Net assets as of the beginning of the plan year2024-05-20337307
Employer contributions to plan in this plan year2024-05-206704
Fees paid to broker by Benefit Provider2024-05-20344
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-206538
2022 : MENTAL HEALTH ASSOCIATION IN FORSYTH COUNTY, INC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-026806
Net assets as of the end of the plan year2022-06-02388380
Total assets as of the beginning of the plan year2022-06-02349645
Value of plan covered by a fidelity bond2022-06-02300000
Participant contributions to plan in this plan year2022-06-026730
Other income to plan in this plan year2022-06-0233094
Plan net income in this plan year2022-06-0238735
Net assets as of the end of the plan year2022-06-02388380
Net assets as of the beginning of the plan year2022-06-02349645
Employer contributions to plan in this plan year2022-06-025717
Fees paid to broker by Benefit Provider2022-06-02504
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-026655

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