2023 Form 5500 filing — Research Foundation For Mental Hygiene, Inc. Dc Retirement 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 20240718082716NAL0005477201001) for Research Foundation For Mental Hygiene, Inc. Dc Retirement Plan, reported by Research Foundation For Mental Hygiene, Inc. under EIN 14-1410842 and plan number 001. It reports 2,599 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)$170.7MReported net assets$170,714,747
Participants2.6K2,599
Provider compensation$17K2 Schedule C row(s)$16,951
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718082716NAL0005477201001
Plan sponsor
Research Foundation For Mental Hygiene, Inc.
EIN
14-1410842
Plan number
001
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)$170.7M total assets
Net assets$170.7MLiabilities$0
Money in vs. money out
Total income / additions$26.2M
Total expenses$9.2M
Benefits paid / distributions$9.2M
Contributions
Employer$4.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$170,714,747
Total liabilities (EOY)
$0
Net assets (EOY)
$170,714,747
Employer contributions
$4,527,796
Total income / additions
$26,153,531
Benefits paid
$9,154,544
Administrative expenses
$17,190
Total expenses
$9,173,086
Net increase / (decrease)
$16,980,445
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$5.7K
    NONE · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718082716NAL0005477201001 cover?
It is the 2023 Form 5500 filing for Research Foundation For Mental Hygiene, Inc. Dc Retirement 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