Plan5500

The Mental Health Association Of Westchester County, Inc. Profit Sharing Plan — Form 5500 plan (The Mental Health Association Of Westchester 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, The Mental Health Association Of Westchester County, Inc. Profit Sharing Plan is a benefit plan reported by The Mental Health Association Of Westchester County Inc. under EIN 13-1740002 and plan number 004. The latest loaded filing year is 2023. The filing reports 325 participants and $10,176,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mental Health Association Of Westchester County Inc.
EIN
13-1740002
Plan number
004
Plan type
2
Location
Tarrytown, NY
Latest filing year
2023
Participants
325
End-of-year plan assets
$10,176,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241107094153NAL0016607760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,176,312
Total liabilities (EOY)
$0
Net assets (EOY)
$10,176,312
Net assets (BOY)
$8,406,161

Income & contributions

Employer contributions
$865,351
Total contributions
$865,351
Total income / additions
$2,395,581

Expenses & distributions

Benefits paid
$581,456
Administrative expenses
$43,974
Total expenses
$625,430
Net increase / (decrease)
$1,770,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$26,307not reported in the loaded dataset2023
Clarfeld Financial AdvisorsNONE$17,426not reported in the loaded dataset2023

Related Form 5500 pages