Tri County Mental Health Services
Plan context: Tri County Mental Health Services Tax Shelter Annuity Plan
EIN 01-0316813 • Lewiston, ME • 51 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
184
2024 Assets
$5,570,153
2024 Contributions
$119,724
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $119,724 | - |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | $119,724 | - |
| 2023 | 2 | 184 | $5,570,153 | $402,282 | $2,186iApproximate average salary by contribution assumption: employee only about $54,658 at 4% or $36,439 at 6%; with 50% employer match about $36,439 at 4% or $24,292 at 6%; with 100% employer match about $27,329 at 4% or $18,219 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 184 | $5,570,153 | $402,282 | $2,186iApproximate average salary by contribution assumption: employee only about $54,658 at 4% or $36,439 at 6%; with 50% employer match about $36,439 at 4% or $24,292 at 6%; with 100% employer match about $27,329 at 4% or $18,219 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 0 | - | - | - |
| 2022 | 2 | 197 | $5,165,085 | $431,303 | $2,189iApproximate average salary by contribution assumption: employee only about $54,734 at 4% or $36,489 at 6%; with 50% employer match about $36,489 at 4% or $24,326 at 6%; with 100% employer match about $27,367 at 4% or $18,245 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 197 | $5,165,085 | $431,303 | $2,189iApproximate average salary by contribution assumption: employee only about $54,734 at 4% or $36,489 at 6%; with 50% employer match about $36,489 at 4% or $24,326 at 6%; with 100% employer match about $27,367 at 4% or $18,245 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 119 | - | - | - |
| 2021 | 2 | 201 | $6,973,261 | $374,409 | $1,863iApproximate average salary by contribution assumption: employee only about $46,568 at 4% or $31,046 at 6%; with 50% employer match about $31,046 at 4% or $20,697 at 6%; with 100% employer match about $23,284 at 4% or $15,523 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 201 | $6,973,261 | $374,409 | $1,863iApproximate average salary by contribution assumption: employee only about $46,568 at 4% or $31,046 at 6%; with 50% employer match about $31,046 at 4% or $20,697 at 6%; with 100% employer match about $23,284 at 4% or $15,523 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 128 | - | - | - |
| 2020 | 2 | 245 | $6,712,838 | $389,236 | $1,589iApproximate average salary by contribution assumption: employee only about $39,718 at 4% or $26,479 at 6%; with 50% employer match about $26,479 at 4% or $17,652 at 6%; with 100% employer match about $19,859 at 4% or $13,239 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 245 | $6,712,838 | $389,236 | $1,589iApproximate average salary by contribution assumption: employee only about $39,718 at 4% or $26,479 at 6%; with 50% employer match about $26,479 at 4% or $17,652 at 6%; with 100% employer match about $19,859 at 4% or $13,239 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 138 | - | - | - |
| 2019 | 2 | 273 | $6,076,936 | $575,629 | $2,109iApproximate average salary by contribution assumption: employee only about $52,713 at 4% or $35,142 at 6%; with 50% employer match about $35,142 at 4% or $23,428 at 6%; with 100% employer match about $26,357 at 4% or $17,571 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 273 | $6,076,936 | $575,629 | $2,109iApproximate average salary by contribution assumption: employee only about $52,713 at 4% or $35,142 at 6%; with 50% employer match about $35,142 at 4% or $23,428 at 6%; with 100% employer match about $26,357 at 4% or $17,571 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 181 | - | - | - |
| 2018 | 2 | 302 | $5,100,509 | $375,384 | $1,243iApproximate average salary by contribution assumption: employee only about $31,075 at 4% or $20,717 at 6%; with 50% employer match about $20,717 at 4% or $13,811 at 6%; with 100% employer match about $15,537 at 4% or $10,358 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 302 | $5,100,509 | $375,384 | $1,243iApproximate average salary by contribution assumption: employee only about $31,075 at 4% or $20,717 at 6%; with 50% employer match about $20,717 at 4% or $13,811 at 6%; with 100% employer match about $15,537 at 4% or $10,358 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 212 | - | - | - |
| 2017 | 2 | 336 | $5,409,013 | $476,230 | $1,417iApproximate average salary by contribution assumption: employee only about $35,434 at 4% or $23,623 at 6%; with 50% employer match about $23,623 at 4% or $15,748 at 6%; with 100% employer match about $17,717 at 4% or $11,811 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 336 | $5,409,013 | $476,230 | $1,417iApproximate average salary by contribution assumption: employee only about $35,434 at 4% or $23,623 at 6%; with 50% employer match about $23,623 at 4% or $15,748 at 6%; with 100% employer match about $17,717 at 4% or $11,811 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 239 | - | - | - |
| 2016 | 2 | 362 | $5,392,049 | $424,415 | $1,172iApproximate average salary by contribution assumption: employee only about $29,310 at 4% or $19,540 at 6%; with 50% employer match about $19,540 at 4% or $13,027 at 6%; with 100% employer match about $14,655 at 4% or $9,770 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 362 | $5,392,049 | $424,415 | $1,172iApproximate average salary by contribution assumption: employee only about $29,310 at 4% or $19,540 at 6%; with 50% employer match about $19,540 at 4% or $13,027 at 6%; with 100% employer match about $14,655 at 4% or $9,770 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 256 | - | - | - |
| 2015 | 2 | 377 | $5,024,356 | $432,543 | $1,147iApproximate average salary by contribution assumption: employee only about $28,683 at 4% or $19,122 at 6%; with 50% employer match about $19,122 at 4% or $12,748 at 6%; with 100% employer match about $14,342 at 4% or $9,561 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 377 | $5,024,356 | $432,543 | $1,147iApproximate average salary by contribution assumption: employee only about $28,683 at 4% or $19,122 at 6%; with 50% employer match about $19,122 at 4% or $12,748 at 6%; with 100% employer match about $14,342 at 4% or $9,561 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 256 | - | - | - |
| 2014 | 2 | 422 | $5,045,813 | $529,015 | $1,254iApproximate average salary by contribution assumption: employee only about $31,340 at 4% or $20,893 at 6%; with 50% employer match about $20,893 at 4% or $13,929 at 6%; with 100% employer match about $15,670 at 4% or $10,447 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 422 | $5,045,813 | $529,015 | $1,254iApproximate average salary by contribution assumption: employee only about $31,340 at 4% or $20,893 at 6%; with 50% employer match about $20,893 at 4% or $13,929 at 6%; with 100% employer match about $15,670 at 4% or $10,447 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 256 | - | - | - |
| 2013 | 2 | 420 | $4,664,631 | $466,233 | $1,110iApproximate average salary by contribution assumption: employee only about $27,752 at 4% or $18,501 at 6%; with 50% employer match about $18,501 at 4% or $12,334 at 6%; with 100% employer match about $13,876 at 4% or $9,251 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 420 | $4,664,631 | $466,233 | $1,110iApproximate average salary by contribution assumption: employee only about $27,752 at 4% or $18,501 at 6%; with 50% employer match about $18,501 at 4% or $12,334 at 6%; with 100% employer match about $13,876 at 4% or $9,251 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 220 | - | - | - |
| 2012 | 2 | 425 | $4,451,054 | $350,151 | $824iApproximate average salary by contribution assumption: employee only about $20,597 at 4% or $13,731 at 6%; with 50% employer match about $13,731 at 4% or $9,154 at 6%; with 100% employer match about $10,299 at 4% or $6,866 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 425 | $4,451,054 | $350,151 | $824iApproximate average salary by contribution assumption: employee only about $20,597 at 4% or $13,731 at 6%; with 50% employer match about $13,731 at 4% or $9,154 at 6%; with 100% employer match about $10,299 at 4% or $6,866 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 209 | - | - | - |
| 2011 | 2 | 411 | $4,353,684 | $400,691 | $975iApproximate average salary by contribution assumption: employee only about $24,373 at 4% or $16,249 at 6%; with 50% employer match about $16,249 at 4% or $10,832 at 6%; with 100% employer match about $12,186 at 4% or $8,124 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 411 | $4,353,684 | $400,691 | $975iApproximate average salary by contribution assumption: employee only about $24,373 at 4% or $16,249 at 6%; with 50% employer match about $16,249 at 4% or $10,832 at 6%; with 100% employer match about $12,186 at 4% or $8,124 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 234 | - | - | - |
| 2010 | 2 | 384 | $4,650,621 | $472,533 | $1,231iApproximate average salary by contribution assumption: employee only about $30,764 at 4% or $20,509 at 6%; with 50% employer match about $20,509 at 4% or $13,673 at 6%; with 100% employer match about $15,382 at 4% or $10,255 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 384 | $4,650,621 | $472,533 | $1,231iApproximate average salary by contribution assumption: employee only about $30,764 at 4% or $20,509 at 6%; with 50% employer match about $20,509 at 4% or $13,673 at 6%; with 100% employer match about $15,382 at 4% or $10,255 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 287 | - | - | - |
| 2009 | 2 | 381 | $3,999,947 | $3,065,653 | $8,046iApproximate average salary by contribution assumption: employee only about $201,158 at 4% or $134,106 at 6%; with 50% employer match about $134,106 at 4% or $89,404 at 6%; with 100% employer match about $100,579 at 4% or $67,053 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 381 | $3,999,947 | $453,050 | $1,189iApproximate average salary by contribution assumption: employee only about $29,728 at 4% or $19,818 at 6%; with 50% employer match about $19,818 at 4% or $13,212 at 6%; with 100% employer match about $14,864 at 4% or $9,909 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 295 | - | $2,612,603 | $8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,802 at 6%. |
| 2008 | 2 | 301 | $0 | $2,616,680 | $8,693iApproximate average salary by contribution assumption: employee only about $217,332 at 4% or $144,888 at 6%; with 50% employer match about $144,888 at 4% or $96,592 at 6%; with 100% employer match about $108,666 at 4% or $72,444 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 301 | - | $2,616,680 | $8,693iApproximate average salary by contribution assumption: employee only about $217,332 at 4% or $144,888 at 6%; with 50% employer match about $144,888 at 4% or $96,592 at 6%; with 100% employer match about $108,666 at 4% or $72,444 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 324 | $0 | $2,913,407 | $8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 324 | - | $2,913,407 | $8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%. |
| 2006 | 2 | 328 | $0 | $2,578,448 | $7,861iApproximate average salary by contribution assumption: employee only about $196,528 at 4% or $131,019 at 6%; with 50% employer match about $131,019 at 4% or $87,346 at 6%; with 100% employer match about $98,264 at 4% or $65,509 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 328 | - | $2,578,448 | $7,861iApproximate average salary by contribution assumption: employee only about $196,528 at 4% or $131,019 at 6%; with 50% employer match about $131,019 at 4% or $87,346 at 6%; with 100% employer match about $98,264 at 4% or $65,509 at 6%. |
| 2005 | 2 | 351 | $0 | $2,973,624 | $8,472iApproximate average salary by contribution assumption: employee only about $211,797 at 4% or $141,198 at 6%; with 50% employer match about $141,198 at 4% or $94,132 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 351 | - | $2,973,624 | $8,472iApproximate average salary by contribution assumption: employee only about $211,797 at 4% or $141,198 at 6%; with 50% employer match about $141,198 at 4% or $94,132 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| 2004 | 2 | 397 | $0 | $3,059,703 | $7,707iApproximate average salary by contribution assumption: employee only about $192,677 at 4% or $128,451 at 6%; with 50% employer match about $128,451 at 4% or $85,634 at 6%; with 100% employer match about $96,338 at 4% or $64,226 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 175 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 397 | - | $3,059,703 | $7,707iApproximate average salary by contribution assumption: employee only about $192,677 at 4% or $128,451 at 6%; with 50% employer match about $128,451 at 4% or $85,634 at 6%; with 100% employer match about $96,338 at 4% or $64,226 at 6%. |
| 2003 | 2 | 388 | $0 | $2,109,451 | $5,437iApproximate average salary by contribution assumption: employee only about $135,918 at 4% or $90,612 at 6%; with 50% employer match about $90,612 at 4% or $60,408 at 6%; with 100% employer match about $67,959 at 4% or $45,306 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 142 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 388 | - | $2,109,451 | $5,437iApproximate average salary by contribution assumption: employee only about $135,918 at 4% or $90,612 at 6%; with 50% employer match about $90,612 at 4% or $60,408 at 6%; with 100% employer match about $67,959 at 4% or $45,306 at 6%. |
| 2002 | 2 | 366 | $0 | $1,733,456 | $4,736iApproximate average salary by contribution assumption: employee only about $118,405 at 4% or $78,937 at 6%; with 50% employer match about $78,937 at 4% or $52,625 at 6%; with 100% employer match about $59,203 at 4% or $39,468 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 0 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 366 | - | $1,733,456 | $4,736iApproximate average salary by contribution assumption: employee only about $118,405 at 4% or $78,937 at 6%; with 50% employer match about $78,937 at 4% or $52,625 at 6%; with 100% employer match about $59,203 at 4% or $39,468 at 6%. |
| 2001 | 3 | 343 | $0 | $1,575,052 | $4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 164 | - | - | - |
| Tri-County Mental Health Services Welfare Plan | - | 343 | - | $1,575,052 | $4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 166 | - | - | - |
| 2000 | 1 | 338 | $0 | $1,443,516 | $4,271iApproximate average salary by contribution assumption: employee only about $106,769 at 4% or $71,179 at 6%; with 50% employer match about $71,179 at 4% or $47,453 at 6%; with 100% employer match about $53,384 at 4% or $35,590 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 338 | - | $1,443,516 | $4,271iApproximate average salary by contribution assumption: employee only about $106,769 at 4% or $71,179 at 6%; with 50% employer match about $71,179 at 4% or $47,453 at 6%; with 100% employer match about $53,384 at 4% or $35,590 at 6%. |
| 1999 | 2 | 342 | $0 | $1,183,091 | $3,459iApproximate average salary by contribution assumption: employee only about $86,483 at 4% or $57,656 at 6%; with 50% employer match about $57,656 at 4% or $38,437 at 6%; with 100% employer match about $43,242 at 4% or $28,828 at 6%. |
| Tri-County Mental Health Services Welfare Plan | - | 342 | - | $1,183,091 | $3,459iApproximate average salary by contribution assumption: employee only about $86,483 at 4% or $57,656 at 6%; with 50% employer match about $57,656 at 4% or $38,437 at 6%; with 100% employer match about $43,242 at 4% or $28,828 at 6%. |
| Tri County Mental Health Services Tax Shelter Annuity Plan | - | 165 | - | - | - |