2023 Form 5500 filing — Federation Of Organizations For The New York State Mentally Disabled, Inc. Safe-Harbor 401(K) Profit Sharing 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 20241015121828NAL0029593537001) for Federation Of Organizations For The New York State Mentally Disabled, Inc. Safe-Harbor 401(K) Profit Sharing Plan, reported by Federation Of Organizations For The New York State Mentally Disabled under EIN 23-7237931 and plan number 002. It reports 1,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121828NAL0029593537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federation Of Organizations For The New York State Mentally Disabled
- EIN
- 23-7237931
- Plan number
- 002
- Location
- West Babylon, NY
- Participants
- 1,112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,317,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,317,253
- Employer contributions
- $618,331
- Participant contributions
- $716,622
- Total income / additions
- $3,806,266
- Benefits paid
- $837,293
- Administrative expenses
- $6,384
- Total expenses
- $845,402
- Net increase / (decrease)
- $2,960,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $6,654 | $0 |