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MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN 401k Plan overview

Plan NameMENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN
Plan identification number 001

MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY
Employer identification number (EIN):952036972
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01ANNIE MCKNIGHT2024-10-09
0012022-07-01ANNIE MCKNIGHT2023-10-05 ANNIE MCKNIGHT2023-10-05
0012021-07-01ANNIE MCKNIGHT2023-01-05
0012020-07-01ANNIE MCKNIGHT2022-01-21 ANNIE MCKNIGHT2022-01-21
0012019-07-01ANNIE MCKNIGHT2021-04-15 ANNIE MCKNIGHT2021-04-15
0012018-07-01ANNIE MCKNIGHT2022-01-21 ANNIE MCKNIGHT2022-01-21
0012017-07-01ANNIE MCKNIGHT2019-04-12
0012016-07-01ANNIE MCKNIGHT2018-04-16
0012015-07-01ANNIE PONSFORD2017-04-17 ANNIE PONSFORD2017-04-17
0012014-07-01ANNIE PONSFORD2016-04-14 ANNIE PONSFORD2016-04-14
0012013-07-01ANNIE PONSFORD2015-04-15 ANNIE PONSFORD2015-04-15
0012012-07-01ANNIE PONSFORD2014-04-15 ANNIE PONSFORD2014-04-15
0012011-07-01KEVIN VALENZUELA2013-01-29 KEVIN VALENZUELA2013-01-29
0012010-07-01KEVIN VALENZUELA2012-04-13 KEVIN VALENZUELA2012-04-13

Financial Data on MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN

Measure Date Value
2025 : MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-160
Total expenses incurred by plan in this plan year2025-10-16187626
Net assets as of the end of the plan year2025-10-161754440
Total assets as of the beginning of the plan year2025-10-161414838
Value of plan covered by a fidelity bond2025-10-16250000
Participant contributions to plan in this plan year2025-10-16180410
Value of participant loans at end of plan year2025-10-1633603
Other contributions to plan in this plan year2025-10-16127284
Other income to plan in this plan year2025-10-16188015
Plan net income in this plan year2025-10-16339602
Net assets as of the end of the plan year2025-10-161754440
Net assets as of the beginning of the plan year2025-10-161414838
Employer contributions to plan in this plan year2025-10-1631519
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1611828
2024 : MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09466715
Net assets as of the end of the plan year2024-10-091414838
Total assets as of the beginning of the plan year2024-10-091548880
Value of plan covered by a fidelity bond2024-10-09250000
Participant contributions to plan in this plan year2024-10-09141668
Value of participant loans at end of plan year2024-10-0926779
Other income to plan in this plan year2024-10-09154281
Plan net income in this plan year2024-10-09-134042
Net assets as of the end of the plan year2024-10-091414838
Net assets as of the beginning of the plan year2024-10-091548880
Employer contributions to plan in this plan year2024-10-0936724
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0910817
2023 : MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 403(B) PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-01-050
Total expenses incurred by plan in this plan year2023-01-0516951
Net assets as of the end of the plan year2023-01-051362637
Total assets as of the beginning of the plan year2023-01-051420537
Value of plan covered by a fidelity bond2023-01-05250000
Participant contributions to plan in this plan year2023-01-0585731
Value of participant loans at end of plan year2023-01-0550281
Other income to plan in this plan year2023-01-05-155623
Plan net income in this plan year2023-01-05-57900
Net assets as of the end of the plan year2023-01-051362637
Net assets as of the beginning of the plan year2023-01-051420537
Employer contributions to plan in this plan year2023-01-0528943
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-0511357

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