2023 Form 5500 filing — Tax Deferred Annuity Plan Of Postgraduate Center For Mental Health

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 20241015134922NAL0014754323001) for Tax Deferred Annuity Plan Of Postgraduate Center For Mental Health, reported by Postgraduate Center For Mental Health under EIN 13-1656681 and plan number 002. It reports 460 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)$2.5MReported net assets$2,528,720
Participants460
Provider compensation$6191 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134922NAL0014754323001
Plan sponsor
Postgraduate Center For Mental Health
EIN
13-1656681
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$631.5K
Total expenses$392.1K
Benefits paid / distributions$391.4K
Contributions
EmployerNot reported
Participant$181.8K
Full reported line items
Total assets (EOY)
$2,528,720
Total liabilities (EOY)
$0
Net assets (EOY)
$2,528,720
Participant contributions
$181,837
Total income / additions
$631,470
Benefits paid
$391,448
Administrative expenses
$620
Total expenses
$392,068
Net increase / (decrease)
$239,402
Schedule C

Reported service provider compensation

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

  1. 1
    INSURANCE CARRIER · Direct $619 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134922NAL0014754323001 cover?
It is the 2023 Form 5500 filing for Tax Deferred Annuity Plan Of Postgraduate Center For Mental Health, reported by Postgraduate Center For Mental Health (EIN 13-1656681).
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