401k Plan data: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. plan

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

Plan Name	TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.
Plan identification number	002

TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TERESA FIELDS 2023-10-11
002 2021-01-01 TERESA FIELDS 2022-10-13
002 2020-01-01 BARB AULD 2021-06-14
002 2019-01-01 NICOLE WHEELER 2020-07-29
002 2018-01-01 NICOLE WHEELER 2019-05-31
002 2017-01-01 NICOLE WHEELER 2018-06-12 NICOLE WHEELER 2018-06-12
002 2016-01-01 NICOLE WHEELER 2017-05-04 NICOLE WHEELER 2017-05-04
002 2015-01-01 JASPER COX 2016-05-24 JASPER COX 2016-05-24
002 2014-01-01 JASPER COX 2015-04-17
002 2013-01-01 JASPER COX 2014-06-24
002 2012-01-01 LINDA RAINES
002 2011-01-01 LINDA RAINES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	TERESA FIELDS	2023-10-11
002	2021-01-01	TERESA FIELDS	2022-10-13
002	2020-01-01	BARB AULD	2021-06-14
002	2019-01-01	NICOLE WHEELER	2020-07-29
002	2018-01-01	NICOLE WHEELER	2019-05-31
002	2017-01-01	NICOLE WHEELER	2018-06-12	NICOLE WHEELER	2018-06-12
002	2016-01-01	NICOLE WHEELER	2017-05-04	NICOLE WHEELER	2017-05-04
002	2015-01-01	JASPER COX	2016-05-24	JASPER COX	2016-05-24
002	2014-01-01	JASPER COX	2015-04-17
002	2013-01-01	JASPER COX	2014-06-24
002	2012-01-01	LINDA RAINES
002	2011-01-01	LINDA RAINES

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

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

Measure Date Value
2012: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
2011: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 13
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13

Measure	Date	Value
2012: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
2011: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	13
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13

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

Measure	Date	Value
2012 : TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$32,097
Expenses. Total of all expenses incurred	2012-12-31	$187
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$133,992
Total plan assets at beginning of year	2012-12-31	$102,082
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$19,955
Other income received	2012-12-31	$12,142
Net income (gross income less expenses)	2012-12-31	$31,910
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$133,992
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$102,082
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$187
2011 : TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$19,934
Expenses. Total of all expenses incurred	2011-12-31	$8,309
Benefits paid (including direct rollovers)	2011-12-31	$8,129
Total plan assets at end of year	2011-12-31	$102,082
Total plan assets at beginning of year	2011-12-31	$90,457
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$21,735
Other income received	2011-12-31	$-1,801
Net income (gross income less expenses)	2011-12-31	$11,625
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$102,082
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$90,457
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$180
2010 : TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$23,325
Expenses. Total of all expenses incurred	2010-12-31	$143
Total plan assets at end of year	2010-12-31	$90,457
Total plan assets at beginning of year	2010-12-31	$67,275
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$2,985
Other income received	2010-12-31	$10,275
Net income (gross income less expenses)	2010-12-31	$23,182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$90,457
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$67,275
Total contributions received or receivable from employer(s)	2010-12-31	$10,065
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$143

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC.

2012: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION OF MARYLAND, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005009-J

Policy instance

Insurance contract or identification number	005009-J
Number of Individuals Covered	13
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $24
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8
Insurance broker organization code?	3
Insurance broker name	THOMAS TRELA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005009-J

Policy instance

Insurance contract or identification number	005009-J
Number of Individuals Covered	13
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 number

005009-J

Policy instance

Insurance contract or identification number	005009-J
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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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