401k Plan data: MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN plan

MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN
Plan identification number	002

MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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

MENTAL HEALTH AMERICA OF GREATER DALLAS has sponsored the creation of one or more 401k plans.

Company Name: MENTAL HEALTH AMERICA OF GREATER DALLAS

Employer identification number (EIN): 750999935

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MENTAL HEALTH AMERICA OF GREATER DALLAS

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1958-06-26

Company Identification Number: 0014753201

Legal Registered Office Address: 2824 SWISS AVE

DALLAS
United States of America (USA)
75204

More information about MENTAL HEALTH AMERICA OF GREATER DALLAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 BONNIE COOK 2023-07-11 BONNIE COOK 2023-07-11
002 2021-01-01 BONNIE COOK 2022-07-13 BONNIE COOK 2022-07-13
002 2020-01-01 BONNIE COOK 2021-03-12 BONNIE COOK 2021-03-12
002 2020-01-01 BONNIE COOK 2021-03-12 BONNIE COOK 2021-03-12
002 2019-01-01
002 2018-01-01 BONNIE COOK 2019-10-23 BONNIE COOK 2019-10-23
002 2017-01-01 BONNIE COOK 2018-10-09 BONNIE COOK 2018-10-09
002 2016-01-01 BARB REYNOLDS 2017-10-12
002 2015-01-01 MATT ROBERTS 2016-09-02
002 2014-01-01 MATT ROBERTS 2015-08-28
002 2013-01-01 MATT ROBERTS 2014-07-14
002 2012-01-01 MATT ROBERTS 2013-05-28
002 2011-01-01 MATTHEW ROBERTS 2012-07-30 MATTHEW ROBERTS 2012-07-30
002 2010-01-01 MATT ROBERTS 2011-07-25 MATTHEW ROBERTS 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	BONNIE COOK	2023-07-11	BONNIE COOK	2023-07-11
002	2021-01-01	BONNIE COOK	2022-07-13	BONNIE COOK	2022-07-13
002	2020-01-01	BONNIE COOK	2021-03-12	BONNIE COOK	2021-03-12
002	2020-01-01	BONNIE COOK	2021-03-12	BONNIE COOK	2021-03-12
002	2019-01-01
002	2018-01-01	BONNIE COOK	2019-10-23	BONNIE COOK	2019-10-23
002	2017-01-01	BONNIE COOK	2018-10-09	BONNIE COOK	2018-10-09
002	2016-01-01	BARB REYNOLDS	2017-10-12
002	2015-01-01	MATT ROBERTS	2016-09-02
002	2014-01-01	MATT ROBERTS	2015-08-28
002	2013-01-01	MATT ROBERTS	2014-07-14
002	2012-01-01	MATT ROBERTS	2013-05-28
002	2011-01-01	MATTHEW ROBERTS	2012-07-30	MATTHEW ROBERTS	2012-07-30
002	2010-01-01	MATT ROBERTS	2011-07-25	MATTHEW ROBERTS	2011-07-25

Financial Data on MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN

Measure	Date	Value
2025 : MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-30	0
Total expenses incurred by plan in this plan year	2025-07-30	2578
Net assets as of the end of the plan year	2025-07-30	253221
Total assets as of the beginning of the plan year	2025-07-30	225982
Participant contributions to plan in this plan year	2025-07-30	0
Other contributions to plan in this plan year	2025-07-30	0
Other income to plan in this plan year	2025-07-30	29817
Plan net income in this plan year	2025-07-30	27239
Net assets as of the end of the plan year	2025-07-30	253221
Net assets as of the beginning of the plan year	2025-07-30	225982
Employer contributions to plan in this plan year	2025-07-30	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-30	2578
2024 : MENTAL HEALTH AMERICA OF GREATER DALLAS RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-25	0
Total expenses incurred by plan in this plan year	2024-07-25	2017
Net assets as of the end of the plan year	2024-07-25	225982
Total assets as of the beginning of the plan year	2024-07-25	198021
Participant contributions to plan in this plan year	2024-07-25	0
Other contributions to plan in this plan year	2024-07-25	0
Other income to plan in this plan year	2024-07-25	29978
Plan net income in this plan year	2024-07-25	27961
Net assets as of the end of the plan year	2024-07-25	225982
Net assets as of the beginning of the plan year	2024-07-25	198021
Employer contributions to plan in this plan year	2024-07-25	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-25	2017

Potentially related plans

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Company Name:	MENTAL HEALTH AMERICA OF GREATER DALLAS
Employer identification number (EIN):	750999935
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1958-06-26
Company Identification Number:	0014753201
Legal Registered Office Address:	2824 SWISS AVE DALLAS United States of America (USA) 75204