The Upper Manhattan Mental Health Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Upper Manhattan Mental Health Center, Inc. (EIN 13-3389470) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3389470
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Upper Manhattan Mental Health Center, Inc.

  • 2 loaded plans hold $5.5M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc., holds 60% of this company's reported plan assets.
  • Plans cover 405 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,506,554
Total reported assets$5.5M$5,506,554
Total reported participants405
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$159.5K
Total income / additions$751.1K
Expenses & distributions
Benefits paid / distributions$275.2K
Total expenses$276.5K
Net increase / (decrease)$474.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc.
Participants per plan203Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Upper Manhattan Mental Health Center, Inc.. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc.302 participants · 2Sch HSch C
    View filing →
  2. 2023
    401(A) Profit-Sharing Plan For Employees Of Upper Manhattan Mental Health Center, Inc.103 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Upper Manhattan Mental Health Center, Inc. report on Form 5500?
The Upper Manhattan Mental Health Center, Inc. (EIN 13-3389470) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Upper Manhattan Mental Health Center, Inc.?
The Employer Identification Number (EIN) reported for The Upper Manhattan Mental Health Center, Inc. is 13-3389470.
What is the latest Form 5500 filing year for The Upper Manhattan Mental Health Center, Inc.?
The latest loaded Form 5500 filing year for The Upper Manhattan Mental Health Center, Inc. is 2023.

Related Form 5500 pages