The Mental Health Association Of Westchester County, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by The Mental Health Association Of Westchester County Inc. under EIN 13-1740002 and plan number 006. The latest loaded filing year is 2023. The filing reports 351 participants and $8,180,245 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
006
Plan type
2
Location
Tarry Town, NY
Latest filing year
2023
Participants
351
End-of-year plan assets
$8,180,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241023111918NAL0008195282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,180,245
Total liabilities (EOY)
$0
Net assets (EOY)
$8,180,245
Net assets (BOY)
$6,700,306

Income & contributions

Participant contributions
$758,213
Total contributions
$849,086
Total income / additions
$2,164,643

Expenses & distributions

Benefits paid
$648,874
Administrative expenses
$35,830
Total expenses
$684,704
Net increase / (decrease)
$1,479,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$21,636not reported in the loaded dataset2023
Clarfeld Financial AdvisorsNONE$14,002not reported in the loaded dataset2023

Related Form 5500 pages