Mental Health America Of Dutchess County, Inc. P/S And Trust — Form 5500 plan (Mental Health America Of Dutchess 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, Mental Health America Of Dutchess County, Inc. P/S And Trust is a benefit plan reported by Mental Health America Of Dutchess County, Inc under EIN 14-1402059 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $6,444,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mental Health America Of Dutchess County, Inc
- EIN
- 14-1402059
- Plan number
- 001
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $6,444,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20240710113637NAL0008547043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,444,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,444,987
- Net assets (BOY)
- $5,240,396
Income & contributions
- Employer contributions
- $677,846
- Participant contributions
- $431,596
- Total contributions
- $1,154,816
- Total income / additions
- $1,920,628
Expenses & distributions
- Benefits paid
- $660,836
- Administrative expenses
- $55,201
- Total expenses
- $716,037
- Net increase / (decrease)
- $1,204,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,268 | $0 | 2023 |
| Osaic Institutions, Inc. | OTHER SERVICES | $0 | $18,111 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mental Health America Of Dutchess County, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Poughkeepsie, NY
- Principal Life Insurance Company — Schedule C compensation
- Osaic Institutions, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation