Original filing (PDF)20250715100741NAL0001219459001

MARSHALL-JACKSON MENTAL HEALTH BOARD, INC.

Name: MARSHALL-JACKSON MENTAL HEALTH BOARD, INC. — MARSHALL-JACKSON MENTAL HEALTH BOARD 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: MARSHALL-JACKSON MENTAL HEALTH BOARD, INC.

Form 5500

FILING_RECEIVED

MARSHALL-JACKSON MENTAL HEALTH BOARD 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

116

Accounts w/ balance

153

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 MARSHALL-JACKSON MENTAL HEALTH BOARD, INC..

Plan sponsor

Name

MARSHALL-JACKSON MENTAL HEALTH BOARD, INC.

DBA

MOUNTAIN LAKES BEHAVORIAL HEALTHCARE

EIN

63-0638946

Address

2409 HOMER CLAYTON DR. · GUNTERSVILLE, AL · 35976

Phone

(256) 582-4240

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

MDA PROFESSIONAL GROUP P.C.

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$800	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES INSURANCE GROUP, INC.	59-1237041	ST PETERSBURG, FL	INVESTMENT ADVISOR	$20K	—

TPA / Administrator

Name	EIN	Location

Investments

1 pooled fund· $4.9M(86% 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 401 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 06-0974148 / PN 000	Pooled Separate Account	$4.9M	86.1%

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