Original filing (PDF)20251010084837NAL0004077507001

COMMUNITY MENTAL HEALTH CENTER

Name: COMMUNITY MENTAL HEALTH CENTER — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY MENTAL HEALTH CENTERS OF WARREN COUNTY, INC., Form 5500 (2024)
Creator: COMMUNITY MENTAL HEALTH CENTER

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY MENTAL HEALTH CENTERS OF WARREN COUNTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

147

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

COMMUNITY MENTAL HEALTH CENTER

EIN

31-1138311

Address

975 KINGSVIEW DR · LEBANON, OH · 450369562

Phone

(513) 228-7800

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MATTHEW J SCARR, CPA LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

1 pooled fund· $3.9M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	$3.9M	97.6%

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