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CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN 401k Plan overview

Plan NameCALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN
Plan identification number 001

CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

CALIFORNIA INSTITUTE FOR MENTAL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA INSTITUTE FOR MENTAL HEALTH
Employer identification number (EIN):680314970
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SANDRA NAYLOR GOODWIN2017-05-05 SANDRA NAYLOR GOODWIN2017-05-05
0012013-01-01TIFFANY DETINNE2014-05-02 TIFFANY DETINNE2014-05-02
0012012-01-01SANDRA NAYLOR GOODWIN2013-09-06
0012011-01-01SANDRA NAYLOR GOODWIN2012-06-04 SANDRA NAYLOR GOODWIN2012-06-04
0012010-01-01SANDRA NAYLOR GOODWIN2011-05-27 SANDRA NAYLOR GOODWIN2011-05-27

Plan Statistics for CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN

401k plan membership statisitcs for CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN

Measure Date Value
2025: CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0657
Total number of particpants at end of year2025-10-0668
Number of Participants With Account Balances2025-10-0649
2024: CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1578
Total number of particpants at end of year2024-10-1572
Number of Participants With Account Balances2024-10-1572

Financial Data on CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN

Measure Date Value
2025 : CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-069602
Net assets as of the end of the plan year2025-10-062000437
Total assets as of the beginning of the plan year2025-10-061800426
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06144395
Plan net income in this plan year2025-10-06200011
Net assets as of the end of the plan year2025-10-062000437
Net assets as of the beginning of the plan year2025-10-061800426
Employer contributions to plan in this plan year2025-10-0665218
Fees paid to broker by Benefit Provider2025-10-06577
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-066653
2024 : CALIFORNIA INSTITUTE FOR MENTAL HEALTH PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-157135
Net assets as of the end of the plan year2024-10-151800426
Total assets as of the beginning of the plan year2024-10-151619439
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15188122
Plan net income in this plan year2024-10-15180987
Net assets as of the end of the plan year2024-10-151800426
Net assets as of the beginning of the plan year2024-10-151619439
Employer contributions to plan in this plan year2024-10-150
Fees paid to broker by Benefit Provider2024-10-15479
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-156020

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