Mental Health Association Of Nassau County 403(B) Plan — Form 5500 plan (Mental Health Association Of Nassau County, Inc)

Plain-English plan 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, Mental Health Association Of Nassau County 403(B) Plan is a benefit plan reported by Mental Health Association Of Nassau County, Inc under EIN 11-1710983 and plan number 003. The latest loaded filing year is 2023. The filing reports 181 participants and $1,707,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mental Health Association Of Nassau County, Inc
EIN
11-1710983
Plan number
003
Plan type
2
Location
Hempstead, NY
Latest filing year
2023
Participants
181
End-of-year plan assets
$1,707,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20250702084612NAL0018519440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,707,684
Total liabilities (EOY)
$0
Net assets (EOY)
$1,707,684
Net assets (BOY)
$1,903,643

Income & contributions

Participant contributions
$103,322
Total contributions
$104,028
Total income / additions
$348,423

Expenses & distributions

Benefits paid
$541,050
Administrative expenses
$3,332
Total expenses
$544,382
Net increase / (decrease)
-$195,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, IncNONE$2,346$02023
Focused Wealth ManagementNONE$629$02023
Mutual Of America Investment CorpINSURANCE CARRIER$32$02023

Related Form 5500 pages