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TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

MENTAL HEALTH RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH RESOURCES, INC.
Employer identification number (EIN):850247111
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BREEANN FLORES2023-10-30
0012021-01-01BREEANN FLORES2022-08-31 BREEANN FLORES2022-08-31
0012020-01-01BREEANN FLORES2021-07-28 BREEANN FLORES2021-07-28
0012019-01-01BREEANN FLORES2020-09-23 BREEANN FLORES2020-09-23
0012018-01-01BREEANN FLORES2019-07-29
0012017-01-01MELISSA HARVEY2018-07-26 MELISSA HARVEY2018-07-26
0012016-01-01MELISSA HARVEY2017-07-14 MELISSA HARVEY2017-07-14
0012015-01-01MELISSA HARVEY2016-07-26 MELISSA HARVEY2016-07-26
0012013-01-01MELISSA HARVEY2014-07-23 MELISSA HARVEY2014-07-23
0012012-01-01MELISSA HARVEY2013-07-25 MELISSA HARVEY2013-07-25
0012011-01-01MELISSA HARVEY2012-07-19
0012010-01-01MELISSA HARVEY2011-07-21 MELISSA HARVEY2011-07-21

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-189
Total number of particpants at end of year2025-06-189
Number of Participants With Account Balances2025-06-189
Total number of particpants at beginning of year2025-06-1711
Total number of particpants at end of year2025-06-1711
Number of Participants With Account Balances2025-06-1711
2022: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. 2022 401k membership
Total number of particpants at beginning of year2022-08-3110
Total number of particpants at end of year2022-08-3110
Number of Participants With Account Balances2022-08-318

Financial Data on TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-189044
Net assets as of the end of the plan year2025-06-18112318
Total assets as of the beginning of the plan year2025-06-1898499
Participant contributions to plan in this plan year2025-06-180
Other expenses paid from plan in this plan year2025-06-1844
Other contributions to plan in this plan year2025-06-180
Other income to plan in this plan year2025-06-1822864
Plan net income in this plan year2025-06-1813820
Net assets as of the end of the plan year2025-06-18112318
Net assets as of the beginning of the plan year2025-06-1898499
Employer contributions to plan in this plan year2025-06-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-180
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-1796
Net assets as of the end of the plan year2025-06-17136101
Total assets as of the beginning of the plan year2025-06-17112318
Participant contributions to plan in this plan year2025-06-170
Other expenses paid from plan in this plan year2025-06-1796
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-1723879
Plan net income in this plan year2025-06-1723783
Net assets as of the end of the plan year2025-06-17136101
Net assets as of the beginning of the plan year2025-06-17112318
Employer contributions to plan in this plan year2025-06-170
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-170
2022 : TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH RESOURCES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-310
Total liabilities as of the end of the plan year2022-08-310
Total liabilities as of the beginning of the plan year2022-08-310
Total expenses incurred by plan in this plan year2022-08-316979
Net assets as of the end of the plan year2022-08-31129057
Total assets as of the beginning of the plan year2022-08-31112639
Participant contributions to plan in this plan year2022-08-310
Other expenses paid from plan in this plan year2022-08-31103
Other contributions to plan in this plan year2022-08-310
Other income to plan in this plan year2022-08-3123397
Plan net income in this plan year2022-08-3116418
Net assets as of the end of the plan year2022-08-31129057
Net assets as of the beginning of the plan year2022-08-31112639
Employer contributions to plan in this plan year2022-08-310
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-310

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