2023 Form 5500 filing — Tax Deferred Annuity Plan Of Mental Health Providers Of Western Queens, 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 20241010130751NAL0020116449001) for Tax Deferred Annuity Plan Of Mental Health Providers Of Western Queens, Inc., reported by Mental Health Providers Of under EIN 11-2700062 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130751NAL0020116449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Providers Of
- EIN
- 11-2700062
- Plan number
- 002
- Location
- Woodside, NY
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,276,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,276,902
- Employer contributions
- $0
- Participant contributions
- $152,714
- Total income / additions
- $314,174
- Benefits paid
- $47,258
- Administrative expenses
- $362
- Total expenses
- $47,620
- Net increase / (decrease)
- $266,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $362 | $0 |