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EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS 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 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 ASSOCIATION IN SANTA BARBARA COUNTY DBA MENTAL WELLNESS has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY DBA MENTAL WELLNESS
Employer identification number (EIN):951962659
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY DBA MENTAL WELLNESS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0243313

More information about MENTAL HEALTH ASSOCIATION IN SANTA BARBARA COUNTY DBA MENTAL WELLNESS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAULINE KEEBLE2024-10-04
0012022-01-01JULIA2023-08-28
0012021-01-01JULIA2022-07-19
0012020-01-01PAULINE REEBLE2021-07-28
0012019-01-01PAULINE REEBLE2020-07-14
0012018-01-01PAULINE REEBLE2019-10-02
0012017-01-01PAULINE KEEBLE2018-07-10 PAULINE KEEBLE2018-07-10
0012017-01-01PAULINE KEEBLE2018-07-09 PAULINE KEEBLE2018-07-09
0012016-01-01PATRICIA COLLINS2017-07-17 PATRICIA COLLINS2017-07-17
0012015-01-01PATRICIA COLLINS2016-07-12 PATRICIA COLLINS2016-07-12
0012014-01-01PATRICIA COLLINS2015-07-21
0012013-01-01PATRICIA COLLINS2014-06-11 PATRICIA COLLINS2014-06-11
0012012-01-01PATRICIA COLLINS2013-05-20 PATRICIA COLLINS2013-05-20
0012011-01-01PAULINE KEEBLE2012-10-08 PAULINE KEEBLE2012-10-08
0012010-01-01DANUTE V. HANDY2011-07-14

Financial Data on EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0859906
Net assets as of the end of the plan year2025-10-082587669
Total assets as of the beginning of the plan year2025-10-082222869
Value of plan covered by a fidelity bond2025-10-08250000
Participant contributions to plan in this plan year2025-10-08135617
Value of participant loans at end of plan year2025-10-0813644
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08227983
Plan net income in this plan year2025-10-08364800
Net assets as of the end of the plan year2025-10-082587669
Net assets as of the beginning of the plan year2025-10-082222869
Employer contributions to plan in this plan year2025-10-0861106
Fees paid to broker by Benefit Provider2025-10-08106
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08106
2024 : EMPLOYEE BENEFIT PLAN OF MENTAL HEALTH ASSOCIATION IN SANTABARBARA COUNTY DBA MENTAL WELLNESS 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-04135745
Net assets as of the end of the plan year2024-10-042222869
Total assets as of the beginning of the plan year2024-10-041917852
Value of plan covered by a fidelity bond2024-10-04250000
Participant contributions to plan in this plan year2024-10-04163811
Value of participant loans at end of plan year2024-10-0440558
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04223611
Plan net income in this plan year2024-10-04305017
Net assets as of the end of the plan year2024-10-042222869
Net assets as of the beginning of the plan year2024-10-041917852
Employer contributions to plan in this plan year2024-10-0453340
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0473

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