2023 Form 5500 filing — Mid-Erie Mental Health Services, Inc. Retirement 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 20241011082735NAL0010731443001) for Mid-Erie Mental Health Services, Inc. Retirement Plan, reported by Mid-Erie Mental Health Services, Inc. under EIN 16-1017709 and plan number 003. It reports 333 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)$6MReported net assets$6,048,733
Participants333
Provider compensation$21K2 Schedule C row(s)$20,985
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011082735NAL0010731443001
Plan sponsor
Mid-Erie Mental Health Services, Inc.
EIN
16-1017709
Plan number
003
Location
Cheektowaga, 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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$811.8K
Benefits paid / distributions$790.3K
Contributions
Employer$252.7K
Participant$445.1K
Full reported line items
Total assets (EOY)
$6,048,733
Total liabilities (EOY)
$0
Net assets (EOY)
$6,048,733
Employer contributions
$252,701
Participant contributions
$445,099
Total income / additions
$1,587,930
Benefits paid
$790,307
Administrative expenses
$21,516
Total expenses
$811,823
Net increase / (decrease)
$776,107
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $13.5K
  2. 2
    RECORDKEEPER · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011082735NAL0010731443001 cover?
It is the 2023 Form 5500 filing for Mid-Erie Mental Health Services, Inc. Retirement Plan, reported by Mid-Erie Mental Health Services, Inc. (EIN 16-1017709).
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