2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc.

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 20241007204905NAL0015750353001) for 403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc., reported by The Upper Manhattan Mental Health Center, Inc. under EIN 13-3389470 and plan number 002. It reports 302 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)$3.3MReported net assets$3,294,112

Participants302

Provider compensation$4571 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007204905NAL0015750353001
Plan sponsor: The Upper Manhattan Mental Health Center, Inc.
EIN: 13-3389470
Plan number: 002
Location: New York, 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)$3.3M total assets

Net assets$3.3MLiabilities$0

Money in vs. money out

Total income / additions$640.8K

Total expenses$213K

Benefits paid / distributions$212.3K

Contributions

EmployerNot reported

Participant$159.5K

Full reported line items

Total assets (EOY): $3,294,112
Total liabilities (EOY): $0
Net assets (EOY): $3,294,112
Participant contributions: $159,480
Total income / additions: $640,815
Benefits paid: $212,342
Administrative expenses: $673
Total expenses: $213,015
Net increase / (decrease): $427,800

Schedule C

Reported service provider compensation

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

1
Mutual Of American Investment Corp$457
RECORD KEEPER · Direct $457 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007204905NAL0015750353001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of The Upper Manhattan Mental Health Center, Inc., reported by The Upper Manhattan Mental Health Center, Inc. (EIN 13-3389470).
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).