Plan5500

Mental Health Association In Orange County, 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, Mental Health Association In Orange County, Inc. (EIN 14-6024124) is a plan sponsor located in Middletown, 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
14-6024124
Location
Middletown, NY
Loaded plans
1
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 Mental Health Association In Orange County, Inc.

  • 1 loaded plans hold $603.2K in reported assets.
  • The largest, Tax Deferred Annuity Plan Of Mental Health Association In Orange County Inc., holds 100% of this company's reported plan assets.
  • Plans cover 164 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$599.3KSummed across loaded plans$599,290
Total reported assets$603.2K$603,201
Total reported participants164
Total reported liabilities$3.9K$3,911

Reported net position

Reported assets = net assets + liabilities (summed)$603.2K total assets
Net assets$599.3KLiabilities$3.9K
Contributions & income
Employer contributions$50.3K
Participant contributions$116.6K
Total income / additions$246.9K
Expenses & distributions
Benefits paid / distributions$54.2K
Total expenses$55.5K
Net increase / (decrease)$191.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Tax Deferred Annuity Plan Of Mental Health Association In Orange County Inc.
Participants per plan164Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Tax Deferred Annuity Plan Of Mental Health Association In Orange County Inc.$603.2K
    Plan #001 · 164 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mental Health Association In Orange County, Inc.. Open one for its full reported snapshot.

  1. 2023
    Tax Deferred Annuity Plan Of Mental Health Association In Orange County Inc.164 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mental Health Association In Orange County, Inc. report on Form 5500?
Mental Health Association In Orange County, Inc. (EIN 14-6024124) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mental Health Association In Orange County, Inc.?
The Employer Identification Number (EIN) reported for Mental Health Association In Orange County, Inc. is 14-6024124.
What is the latest Form 5500 filing year for Mental Health Association In Orange County, Inc.?
The latest loaded Form 5500 filing year for Mental Health Association In Orange County, Inc. is 2023.

Related Form 5500 pages