Marshall-Jackson Mental Health Board, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marshall-Jackson Mental Health Board, INC.
  • Sponsor EIN: 630638946
  • Sponsor Address: 2409 HOMER CLAYTON DR., GUNTERSVILLE, AL, 35976
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 116
  • Total Assets: $5.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023116$5.7M$133,059$168,170
2022116$5.1M$113,843$137,327

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