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MENTAL HEALTH COLLECTIVE LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameMENTAL HEALTH COLLECTIVE LLC PROFIT SHARING PLAN
Plan identification number 003

MENTAL HEALTH COLLECTIVE LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MENTAL HEALTH COLLECTIVE LLC has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH COLLECTIVE LLC
Employer identification number (EIN):742855946
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH COLLECTIVE LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOHN WHIPPLE2024-10-04
0032022-01-01SCOTT STACY2023-07-31
0032021-01-01SCOTT STACY2022-05-23
0032020-01-01SCOTT STACY2021-06-08
0032019-01-01SCOTT STACY2020-06-15
0032018-01-01SCOTT STACY2019-07-19
0032017-01-01SCOTT STACY2018-07-30
0032016-01-01SCOTT STACY2017-07-12
0032015-01-01SCOTT STACY2016-09-22
0032014-01-01SCOTT STACY2015-08-04
0032013-01-01SCOTT STACY2014-10-15
0032012-01-01JOHN WHIPPLE2013-05-14
0032011-01-01JOHN WHIPPLE2012-07-16

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