2023 Form 5500 filing — Research Foundation For Mental Hygiene, Inc. Tda And (Frozen) Dc Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718082615NAL0009160352001) for Research Foundation For Mental Hygiene, Inc. Tda And (Frozen) Dc Plan, reported by Research Foundation For Mental Hygiene, Inc. under EIN 14-1410842 and plan number 002. It reports 2,899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$199.9MReported net assets$199,858,948
Participants2.9K2,899
Provider compensation$12.8K2 Schedule C row(s)$12,800
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718082615NAL0009160352001
Plan sponsor
Research Foundation For Mental Hygiene, Inc.
EIN
14-1410842
Plan number
002
Location
Menands, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$199.9M total assets
Net assets$199.9MLiabilities$0
Money in vs. money out
Total income / additions$30.3M
Total expenses$13.2M
Benefits paid / distributions$13.1M
Contributions
EmployerNot reported
Participant$4.8M
Full reported line items
Total assets (EOY)
$199,858,948
Total liabilities (EOY)
$0
Net assets (EOY)
$199,858,948
Participant contributions
$4,821,660
Total income / additions
$30,251,064
Benefits paid
$13,137,584
Administrative expenses
$25,979
Total expenses
$13,168,360
Net increase / (decrease)
$17,082,704
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Uhy Llp$11.3K
    NONE · Direct $11.3K
  2. 2
    Tiaa$1.5K
    NONE · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718082615NAL0009160352001 cover?
It is the 2023 Form 5500 filing for Research Foundation For Mental Hygiene, Inc. Tda And (Frozen) Dc Plan, reported by Research Foundation For Mental Hygiene, Inc. (EIN 14-1410842).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages