403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc. — Form 5500 plan (Mental Health Association Of Rockland 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, 403(B) Thrift Plan Of Mental Health Association Of Rockland County, Inc. is a benefit plan reported by Mental Health Association Of Rockland County, Inc. under EIN 13-2574845 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $6,033,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health Association Of Rockland County, Inc.
- EIN
- 13-2574845
- Plan number
- 001
- Plan type
- 2
- Location
- Valley Cottage, NY
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $6,033,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241015161925NAL0015067091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,033,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,033,702
- Net assets (BOY)
- $5,079,365
Income & contributions
- Employer contributions
- $238,836
- Participant contributions
- $281,346
- Total contributions
- $520,182
- Total income / additions
- $1,208,002
Expenses & distributions
- Benefits paid
- $224,639
- Administrative expenses
- $28,305
- Total expenses
- $253,665
- Net increase / (decrease)
- $954,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insur Co Ny | RECORDKEEPER | $25,978 | $0 | 2023 |
| Ameriprise Financial Services Inc | BROKER/ADVISOR | $0 | $13,658 | 2023 |
| Penserv, Inc. | CONTRACT ADMIN | $2,575 | $5,314 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $2,126 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,307 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mental Health Association Of Rockland County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Cottage, NY
- Empower Life & Annuity Insur Co Ny — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Penserv, Inc. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation