2023 Form 5500 filing — The Mental Health Association Of Westchester County, Inc. 403(B) 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 20241023111918NAL0008195282001) for The Mental Health Association Of Westchester County, Inc. 403(B) Plan, reported by The Mental Health Association Of Westchester County Inc. under EIN 13-1740002 and plan number 006. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023111918NAL0008195282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mental Health Association Of Westchester County Inc.
- EIN
- 13-1740002
- Plan number
- 006
- Location
- Tarry Town, NY
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,180,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,180,245
- Participant contributions
- $758,213
- Total income / additions
- $2,164,643
- Benefits paid
- $648,874
- Administrative expenses
- $35,830
- Total expenses
- $684,704
- Net increase / (decrease)
- $1,479,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $21,636 | not reported in the loaded dataset |
| Clarfeld Financial Advisors | NONE | $14,002 | not reported in the loaded dataset |