Original filing (PDF)20251014091042NAL0002473281001

SHAWNEE MENTAL HEALTH CENTER INC

Name: SHAWNEE MENTAL HEALTH CENTER INC — SHAWNEE MENTAL HEALTH CTR INC EMPLOYEES' TAX DEFERRED ANNUITY, Form 5500 (2024)
Creator: SHAWNEE MENTAL HEALTH CENTER INC

Form 5500-SF

FILING_RECEIVED

SHAWNEE MENTAL HEALTH CTR INC EMPLOYEES' TAX DEFERRED ANNUITY

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

149

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAWNEE MENTAL HEALTH CENTER INC.

Plan sponsor

Name

SHAWNEE MENTAL HEALTH CENTER INC

EIN

31-0843758

Address

901 WASHINGTON STREET · PORTSMOUTH, OH · 45662

Phone

(740) 354-7702

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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