Federation Of Organizations For The New York State Mentally Disabled, Inc. Safe-Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Federation Of Organizations For The New York State Mentally Disabled)

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, Federation Of Organizations For The New York State Mentally Disabled, Inc. Safe-Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Federation Of Organizations For The New York State Mentally Disabled under EIN 23-7237931 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,112 participants and $19,317,253 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federation Of Organizations For The New York State Mentally Disabled
EIN
23-7237931
Plan number
002
Plan type
2
Location
West Babylon, NY
Latest filing year
2023
Participants
1,112
End-of-year plan assets
$19,317,253

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,112H, C20241015121828NAL0029593537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,317,253
Total liabilities (EOY)
$0
Net assets (EOY)
$19,317,253
Net assets (BOY)
$16,356,389

Income & contributions

Employer contributions
$618,331
Participant contributions
$716,622
Total contributions
$1,341,571
Total income / additions
$3,806,266

Expenses & distributions

Benefits paid
$837,293
Administrative expenses
$6,384
Total expenses
$845,402
Net increase / (decrease)
$2,960,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$6,654$02023

Related Form 5500 pages