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FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 401k Plan overview

Plan NameFLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.
Plan identification number 001

FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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 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 MARYLA ND, INC. has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION OF MARYLA ND, INC.
Employer identification number (EIN):520591666
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01NICOLE WHEELER2020-07-29
0012018-01-01NICOLE WHEELER2019-05-31
0012017-01-01NICOLE WHEELER2018-06-12 NICOLE WHEELER2018-06-12
0012016-01-01NICOLE WHEELER2017-05-04 NICOLE WHEELER2017-05-04
0012015-01-01JASPER COX2016-05-24 JASPER COX2016-05-24
0012014-01-01JASPER COX2015-04-17
0012013-01-01JASPER COX2014-06-24
0012012-01-01LINDA RAINES
0012011-01-01LINDA RAINES
0012009-01-01LINDA RAINES

Plan Statistics for FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

401k plan membership statisitcs for FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

Measure Date Value
2012: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
2011: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
2009: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0123
Number of participants with account balances2009-01-019

Financial Data on FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

Measure Date Value
2012 : FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 401k financial data
Total income from all sources2012-12-31$79,594
Expenses. Total of all expenses incurred2012-12-31$11,524
Benefits paid (including direct rollovers)2012-12-31$11,105
Total plan assets at end of year2012-12-31$416,472
Total plan assets at beginning of year2012-12-31$348,402
Value of fidelity bond covering the plan2012-12-31$300,000
Other income received2012-12-31$34,874
Net income (gross income less expenses)2012-12-31$68,070
Net plan assets at end of year (total assets less liabilities)2012-12-31$416,472
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$348,402
Total contributions received or receivable from employer(s)2012-12-31$44,720
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$419
2011 : FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 401k financial data
Total income from all sources2011-12-31$34,731
Expenses. Total of all expenses incurred2011-12-31$8,244
Benefits paid (including direct rollovers)2011-12-31$7,812
Total plan assets at end of year2011-12-31$348,402
Total plan assets at beginning of year2011-12-31$321,915
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$-6,752
Net income (gross income less expenses)2011-12-31$26,487
Net plan assets at end of year (total assets less liabilities)2011-12-31$348,402
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$321,915
Total contributions received or receivable from employer(s)2011-12-31$41,483
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$432
2010 : FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2010 401k financial data
Total income from all sources2010-12-31$80,291
Expenses. Total of all expenses incurred2010-12-31$2,948
Benefits paid (including direct rollovers)2010-12-31$2,539
Total plan assets at end of year2010-12-31$321,915
Total plan assets at beginning of year2010-12-31$244,572
Value of fidelity bond covering the plan2010-12-31$300,000
Other income received2010-12-31$33,904
Net income (gross income less expenses)2010-12-31$77,343
Net plan assets at end of year (total assets less liabilities)2010-12-31$321,915
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$244,572
Total contributions received or receivable from employer(s)2010-12-31$46,387
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$409

Form 5500 Responses for FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

2012: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FLEXIBLE ANNUITY DC PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050247-I
Policy instance 1
Insurance contract or identification number050247-I
Number of Individuals Covered24
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17
Insurance broker organization code?3
Insurance broker nameTHOMAS T. TRELA
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050247-I
Policy instance 1
Insurance contract or identification number050247-I
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050247-I
Policy instance 1
Insurance contract or identification number050247-I
Number of Individuals Covered25
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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