2023 Form 5500 filing — Mental Health Association Of Nassau County 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 20250702084612NAL0018519440001) for Mental Health Association Of Nassau County 403(B) Plan, reported by Mental Health Association Of Nassau County, Inc under EIN 11-1710983 and plan number 003. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702084612NAL0018519440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mental Health Association Of Nassau County, Inc
- EIN
- 11-1710983
- Plan number
- 003
- Location
- Hempstead, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,707,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,707,684
- Participant contributions
- $103,322
- Total income / additions
- $348,423
- Benefits paid
- $541,050
- Administrative expenses
- $3,332
- Total expenses
- $544,382
- Net increase / (decrease)
- -$195,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc | NONE | $2,346 | $0 |
| Focused Wealth Management | NONE | $629 | $0 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $32 | $0 |